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Hedge Funds Similar to Armbruster ,

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

Armbruster Capital Management, Inc. is an institutional investor managing $671M across 125 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 Armbruster , are Empirical Financial Services, d.b.a. Empirical Wealth Ma, KEB ASSET ,, Werba Rubin Papier Wealth, with shared positions in $NKE, $AMN, $NOW, $PM, $SCHW, $UNIT. The full ranking of 25 similar funds is below.

#1Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 6 shared positions
$NKE$AMN$NOW$PM$SCHW$UNIT
$5.8B
996 positions
#2KEB ASSET MANAGEMENT, LLCActive
Some overlap · 8 shared positions
$NKE$AMN$UNIT$EPAM$NEE$GE
$522M
97 positions
#3Werba Rubin Papier Wealth ManagementPassive
Some overlap · 6 shared positions
$NKE$AMN$NOW$SCHW$UNIT$IAU
$718M
278 positions
#4DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$NKE$AMN$SCHW$UNIT$NEE$IAU
$249M
92 positions
#5CURIO WEALTH, LLCActive
Some overlap · 7 shared positions
$NKE$AMN$SCHW$UNIT$NEE$IAU
$293M
1,255 positions
#6Wealth Architects, LLCPassive
Some overlap · 6 shared positions
$NKE$AMN$NOW$UNIT$EPAM$NEE
$1.1B
244 positions
#7Fonville Wealth Management LLCPassive
Some overlap · 7 shared positions
$NKE$AMN$SCHW$UNIT$EPAM$IAU
$525M
138 positions
#8NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$NKE$AMN$UNIT$INTC$NEE$UNP
$665M
255 positions
#9Financial Futures Ltd Liability Co.Active
Some overlap · 7 shared positions
$NKE$AMN$SCHW$UNIT$IAU$IBIT
$228M
72 positions
#10Sculati Wealth Management, LLCPassive
Some overlap · 5 shared positions
$NKE$AMN$NOW$PH$SCHW
$271M
116 positions
#11LAM GROUP, INC.Passive
Some overlap · 7 shared positions
$NKE$AMN$SCHW$UNIT$AMGN$MKL
$182M
136 positions
#12Focus Partners Advisor Solutions, LLCPassive
Some overlap · 6 shared positions
$NKE$AMN$SCHW$UNIT$NEE$IAU
$9.9B
1,249 positions
#13Cambridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$NKE$AMN$NOW$UNIT$EPAM$IBIT
$295M
168 positions
#14POINCIANA ADVISORS GROUP, LLCPassive
Some overlap · 6 shared positions
$NKE$AMN$INTC$EPAM$NEE$GE
$127M
130 positions
#15JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$NKE$AMN$INTC$NEE$IAU$GE
$1.1B
286 positions
#16FMB WEALTH MANAGEMENTActive
Some overlap · 6 shared positions
$NKE$AMN$SCHW$AMGN$NEE$IAU
$242M
73 positions
#17Parkwoods Wealth Partners, LLCActive
Some overlap · 6 shared positions
$NKE$AMN$SCHW$NEE$IAU$GE
$408M
111 positions
#18Quent Capital, LLCPassive
Some overlap · 5 shared positions
$NKE$AMN$NOW$UNIT$IAU
$1.4B
1,534 positions
#19Quent Long Short Global Small Cap Fund, LP
Some overlap · 5 shared positions
$NKE$AMN$NOW$UNIT$IAU
$1.2B
299 positions
#20Lauterbach Financial Advisors, LLCActive
Some overlap · 6 shared positions
$NKE$AMN$UNIT$EPAM$NEE$GE
$205M
79 positions
#21CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 6 shared positions
$NKE$AMN$SCHW$UNIT$IAU$MKL
$532M
162 positions
#22Beaird Harris Wealth Management, LLCActive
Some overlap · 6 shared positions
$NKE$AMN$UNIT$IAU$SCHW$MKL
$1.5B
686 positions
#23Falcon Wealth PlanningActive
Some overlap · 6 shared positions
$NKE$AMN$SCHW$UNIT$MKL$NOW
$1.5B
236 positions
#24Evanson Asset Management, LLCActive
Some overlap · 7 shared positions
$NKE$AMN$SCHW$UNIT$NEE$IAU
$1.9B
321 positions
#25RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$NKE$AMN$NOW$SCHW$IAU
$296M
80 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.