13F Pro

Hedge Funds Similar to HORIZON FINANCIAL SERVICES,

13F Portfolio OverlapQ1 2026HORIZON FINANCIAL SERVICES, portfolio →
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Most similar hedge funds by 13F overlap

HORIZON FINANCIAL SERVICES, LLC is an institutional investor managing $226M across 425 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 HORIZON FINANCIAL SERVICES, are Strategic Financial Services,, Elm Partners, Advisory Alpha,, with shared positions in $UPST, $GLDM, $SNPS, $USB, $GE, $GEV. The full ranking of 25 similar funds is below.

#1Strategic Financial Services, Inc.Smart money
Notable overlap · 6 shared positions
$UPST$GLDM$SNPS$USB$GE$GEV
$2.1B
152 positions
#2Elm Partners Management LLCActive
Notable overlap · 5 shared positions
$UPST$GMM$DUK$IBM$UNIT
$2.3B
158 positions
#3Advisory Alpha, LLCActive
Notable overlap · 7 shared positions
$UPST$GMM$USB$GSAT$SNPS$UNIT
$3.7B
545 positions
#4Winch Advisory Services, LLCActive
Some overlap · 3 shared positions
$UPST$USB$GMM
$438M
530 positions
#5Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$UPST$GLDM$LOW$GEV
$234M
72 positions
#6Disciplined Investments, LLCPassive
Some overlap · 5 shared positions
$UPST$USB$SNPS$UNIT$IBM
$279M
141 positions
#7Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$UPST$GMM$MAR$UNIT
$453M
103 positions
#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$UPST$USB$DUK$LOW$AON
$350M
95 positions
#9Echo45 Advisors LLCActive
Some overlap · 4 shared positions
$UPST$SNPS$USB$UNIT
$178M
76 positions
#10PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$UPST$SNPS$COF
$2.7B
174 positions
#11Cravens & Co Advisors, LLCActive
Some overlap · 5 shared positions
$UPST$USB$LOW$GE$UNH
$154M
64 positions
#12Drum Hill Capital, LLCActive
Some overlap · 5 shared positions
$UPST$USB$GE$GEV$IBM
$109M
46 positions
#13Lauer Wealth, LLCActive
Some overlap · 4 shared positions
$UPST$USB$MAR$UNH
$126M
67 positions
#14David Kennon IncSmart money
Some overlap · 4 shared positions
$UPST$GMM$SNPS$GSAT
$279M
41 positions
#15Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$UPST$USB$UNH$UNIT
$109M
1,311 positions
#16Arista Wealth Management, LLCPassive
Some overlap · 3 shared positions
$UPST$USB$UNIT
$822M
253 positions
#17Causey Wealth LLCPassive
Some overlap · 3 shared positions
$UPST$USB$IBM
$236M
81 positions
#181834 INVESTMENT ADVISORS COPassive
Some overlap · 3 shared positions
$UPST$USB$T
$801M
206 positions
#19MASECO LLPActive
Some overlap · 3 shared positions
$UPST$USB$UNIT
$3.2B
391 positions
#20MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 5 shared positions
$UPST$DUK$CW$T$AMAT
$136M
80 positions
#21Altiora Financial Group, LLCActive
Some overlap · 5 shared positions
$UPST$GSAT$UNH$UNIT$NSC
$607M
110 positions
#22Oak Harvest Investment ServicesPassive
Some overlap · 3 shared positions
$UPST$DUK$MAR
$958M
176 positions
#23Wealth Dimensions Group, Ltd.Active
Some overlap · 4 shared positions
$UPST$DUK$GE$GEV
$508M
170 positions
#24Wright Wealth LLCActive
Some overlap · 4 shared positions
$UPST$DUK$T$IBM
$149M
51 positions
#25AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$UPST$LOW$MAR$UNH
$445M
77 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.