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Hedge Funds Similar to Archford Strategies,

13F Portfolio OverlapQ1 2026Archford Strategies, portfolio →
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Most similar hedge funds by 13F overlap

Archford Capital Strategies, LLC is an institutional investor managing $987M across 359 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 Archford Strategies, are TODD ASSET, Range Financial Group, Strategic Financial Services,, with shared positions in $NVS, $SHEL, $MO, $JBL, $MU, $LRCX. The full ranking of 25 similar funds is below.

#1TODD ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$NVS$SHEL$MO$JBL
$5.1B
179 positions
#2Range Financial Group LLCPassive
Some overlap · 5 shared positions
$SHEL$MO$MU$LRCX$COR
$298M
190 positions
#3Strategic Financial Services, Inc.Smart money
Some overlap · 5 shared positions
$GLDM$UPST$LRCX$NEE$TJX
$2.1B
152 positions
#4Eldred Rock Partners, LLCActive
Some overlap · 4 shared positions
$NVS$SHEL$LRCX$ABEV
$393M
31 positions
#5Mills Wealth Advisors LLCActive
Some overlap · 4 shared positions
$GLDM$UPST$NEE$SHEL
$286M
80 positions
#6Global Trust Asset Management, LLCPassive
Some overlap · 5 shared positions
$NEE$MU$UPST$LRCX$ANET
$262M
458 positions
#7CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 3 shared positions
$NVS$GLDM$MO
$182M
106 positions
#8LOM Asset Management LtdPassive
Some overlap · 5 shared positions
$NEE$MU$LRCX$TJX$COR
$348M
277 positions
#9Altman Advisors, Inc.Passive
Some overlap · 4 shared positions
$SHEL$NVS$LRCX$ANET
$241M
77 positions
#10Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$NVS$GLDM$MU
$412M
78 positions
#11China Universal Asset Management Co., Ltd.Passive
Some overlap · 4 shared positions
$GLDM$MU$NVS$LRCX
$1.3B
502 positions
#12Edgemoor Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$NVS$SHEL$NEE
$1.3B
170 positions
#13MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 3 shared positions
$NVS$GLDM$MU
$834M
51 positions
#14Aspetuck Financial Management LLCActive
Some overlap · 4 shared positions
$GLDM$MO$LRCX$NEE
$146M
75 positions
#15Cornerstone Select Advisors, LLCPassive
Slight overlap · 4 shared positions
$SHEL$MU$LRCX$ANET
$160M
124 positions
#16Cullen Capital Management, LLCActive
Slight overlap · 3 shared positions
$NVS$NEE$MO
$9.8B
213 positions
#17WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$NVS$SOLV$MO
$340M
136 positions
#18Railway Pension Investments LtdActive
Slight overlap · 4 shared positions
$NEE$MO$LRCX$TJX
$7.0B
103 positions
#19Passumpsic Savings Bank
Slight overlap · 5 shared positions
$MU$LRCX$TJX$COR$ANET
$183M
90 positions
#20Axecap Investments, LLCPassive
Slight overlap · 5 shared positions
$MU$LRCX$TJX$COR$ANET
$145M
69 positions
#21VIKING FUND MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$SHEL$NEE$MO
$976M
142 positions
#22GQG Partners LLCActive
Slight overlap · 4 shared positions
$NEE$MO$NVS$ABEV
$63.1B
81 positions
#23Everest Management Corp.Active
Slight overlap · 4 shared positions
$NEE$SOLV$MU$ANET
$197M
72 positions
#24TCTC Holdings, LLCActive
Slight overlap · 3 shared positions
$NVS$NEE$MO
$3.5B
220 positions
#25PRIMORIS WEALTH ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$NEE$MU$LRCX$TJX
$143M
96 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.