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 WEALTH ADVISORS

13F Portfolio OverlapQ2 2026ARBOR WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

ARBOR TRUST WEALTH ADVISORS, LLC is an institutional investor managing $248M across 96 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ARBOR WEALTH ADVISORS are LYNX GROUP LTD, WENDELL DAVID ASSOCIATES, Tandem Investment Partners, with shared positions in $MDY, $TJX, $ABT, $HON, $HONA, $SYK. The full ranking of 25 similar funds is below.

#1LYNX CAPITAL GROUP LTD /ADVPassive

Notable overlap · 5 shared positions

$MDY $TJX $ABT $HON $HONA

$248M

91 positions

#2WENDELL DAVID ASSOCIATES INCActive

Notable overlap · 6 shared positions

$SYK $TJX $ABT $MCD $PEP $DHR

$947M

155 positions

#3Tandem Investment Partners LLCPassive

Notable overlap · 7 shared positions

$MDY $TJX $LOW $HON $HONA $AXP

$130M

76 positions

#4Bath Savings Trust CoActive

Notable overlap · 6 shared positions

$SYK $TJX $ABT $MCD $PEP $DHR

$965M

177 positions

#5Powerhouse Assets LLCSmart money

Notable overlap · 3 shared positions

$MDY $TJX $MCD

$123M

57 positions

#6Delaney Dennis RActive

Notable overlap · 7 shared positions

$ABT $TJX $SCHW $HON $AXP $DHR

$314M

61 positions

#7JENSEN INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$SYK $ABT $TJX $MCD $PEP

$4.1B

83 positions

#8LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$ABT $SYK $MCD $AXP $PEP

$273M

104 positions

#9Curbstone Financial Management CorpPassive

Notable overlap · 4 shared positions

$MDY $TJX $ABT $PEP

$587M

215 positions

#10LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Notable overlap · 5 shared positions

$SYK $TJX $ABT $LOW $DHR

$10.3B

565 positions

#11HALL LAURIE J TRUSTEEPassive

Notable overlap · 5 shared positions

$SYK $TJX $ABT $PEP $DHR

$322M

103 positions

#12Hopwood Financial Services, Inc.Active

Notable overlap · 6 shared positions

$MDY $LOW $SCHW $PEP $AXP $ABT

$173M

92 positions

#13FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$ABT $SYK $SCHW $MCD $PEP $DHR

$22.1B

106 positions

#14Wilson & Boucher Capital Management, LLCPassive

Notable overlap · 7 shared positions

$SYK $ABT $SCHW $LOW $CMI $HON

$170M

121 positions

#15Crescent Sterling, Ltd.Passive

Notable overlap · 7 shared positions

$MDY $ABT $CMI $CRM $HON $HONA

$112M

85 positions

#16BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 6 shared positions

$SYK $TJX $ABT $MCD $LOW $PEP

$346M

113 positions

#17HENDLEY & CO INCActive

Notable overlap · 7 shared positions

$ABT $SYK $TJX $HON $HONA $AXP

$283M

47 positions

#18DILLON & ASSOCIATES INCActive

Notable overlap · 6 shared positions

$SYK $ABT $LOW $AXP $DHR $PEP

$817M

80 positions

#19Tandem Investment Advisors, Inc.Passive

Notable overlap · 4 shared positions

$SYK $ABT $MCD $PEP

$1.5B

68 positions

#20Corsicana & Co.Passive

Some overlap · 4 shared positions

$MDY $SYK $CMI $PEP

$206M

309 positions

#21Kidder Stephen WActive

Some overlap · 6 shared positions

$TJX $ABT $SCHW $AXP $DHR $PEP

$396M

75 positions

#22Notis-McConarty EdwardActive

Some overlap · 6 shared positions

$TJX $ABT $SCHW $LOW $AXP $DHR

$231M

67 positions

#23Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$TJX $SYK $MCD $ABT $AXP $PEP

$467M

118 positions

#24Harbour Trust & Investment Management CoActive

Some overlap · 6 shared positions

$SYK $TJX $MCD $MDY $LOW $PEP

$1.0B

160 positions

#25Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$TJX $MCD $ABT $LOW $HON $HONA

$297M

103 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.