How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Arbor Investment Advisors,

13F Portfolio OverlapQ1 2026Arbor Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Arbor Investment Advisors, LLC is an institutional investor managing $768M across 114 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Arbor Investment Advisors, are NewEdge Advisors,, Silver Coast Investments, Ballast Financial Advisors, with shared positions in $DOV, $UNIT, $ASML, $USB, $BA, $KO. The full ranking of 25 similar funds is below.

#1NewEdge Advisors, LLCPassive

Slight overlap · 6 shared positions

$DOV $UNIT $ASML $USB $BA $KO

$2.2B

1,217 positions

#2Silver Coast Investments LLCActive

Slight overlap · 5 shared positions

$DOV $UNIT $ASML $MS $USB

$313M

119 positions

#3Ballast Financial Advisors LLCActive

Slight overlap · 6 shared positions

$DOV $UNIT $MS $IAU $USB $BAC

$98M

68 positions

#4Windsor Advisory Group, LLCActive

Slight overlap · 3 shared positions

$DOV $HBAN $UNIT

$120M

82 positions

#5Investments & Financial Planning, LLCSmart money

Slight overlap · 4 shared positions

$DOV $UNIT $ASML $BA

$184M

36 positions

#6SC&H Financial Advisors, Inc.Active

Slight overlap · 5 shared positions

$DOV $UNIT $MCD $MKC $USB

$663M

155 positions

#7Evelyn Partners Asset Management LtdPassive

Slight overlap · 5 shared positions

$DOV $ASML $MCD $IAU $USB

$406M

308 positions

#8West Family Investments, Inc.Passive

Slight overlap · 5 shared positions

$DOV $ASML $MCD $IAU $KO

$285M

259 positions

#9HUDSON EDGE INVESTMENT PARTNERS INC.Active

Slight overlap · 3 shared positions

$DOV $HBAN $DUK

$684M

101 positions

#10Compass Ion Advisors, LLCActive

Slight overlap · 4 shared positions

$DOV $UNIT $DUK $MS

$1.0B

279 positions

#11Pacific Park Financial, Inc.Active

Slight overlap · 4 shared positions

$DOV $UNIT $MS $IAU

$153M

73 positions

#12MAIMON WEALTH MANAGEMENT LTD.Passive

Slight overlap · 4 shared positions

$DOV $UNIT $MCD $IAU

$114M

77 positions

#13Hegarty Advisors, LLCActive

Slight overlap · 4 shared positions

$DOV $UNIT $MS $USB

$127M

57 positions

#14CRAWFORD INVESTMENT COUNSEL INCPassive

Slight overlap · 3 shared positions

$DOV $HBAN $KO

$5.9B

300 positions

#15PLANNING DIRECTIONS INCActive

Slight overlap · 4 shared positions

$DOV $UNIT $MCD $USB

$198M

106 positions

#16HOGE FINANCIAL SERVICES, LLCActive

Slight overlap · 4 shared positions

$DOV $UNIT $MCD $KO

$187M

72 positions

#17Copia Wealth ManagementPassive

Slight overlap · 4 shared positions

$DOV $UNIT $IAU $USB

$146M

532 positions

#18LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$DOV $UNIT $IAU $BAC

$595M

360 positions

#19Three Bridge Wealth Advisors, LLCActive

Slight overlap · 4 shared positions

$DOV $ASML $IAU $USB

$364M

86 positions

#20BIP Wealth, LLCActive

Slight overlap · 4 shared positions

$DOV $UNIT $USB $KO

$2.5B

453 positions

#21Coordinated Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$DOV $UNIT $USB $BAC

$174M

176 positions

#22Sage Investment Counsel LLCPassive

Slight overlap · 4 shared positions

$DOV $UNIT $USB $BAC

$90M

127 positions

#23Yarbrough Capital, LLCSmart money

Slight overlap · 4 shared positions

$DOV $ASML $BA $BAC

$2.9B

85 positions

#24GRIFFIN ASSET MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$DOV $ASML $KO $BAC

$887M

228 positions

#25UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive

Slight overlap · 5 shared positions

$DOV $DUK $MS $BA $BAC

$687M

301 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.