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Hedge Funds Similar to ARBOR WEALTH ADVISORS,

13F Portfolio OverlapQ1 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 $228M across 90 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 WEALTH ADVISORS, are Winter & Associates,, Bath Savings, BLUELINE ADVISORS, with shared positions in $WT, $MDY, $COP, $SCHW, $IBM, $HON. The full ranking of 25 similar funds is below.

#1Winter & Associates, Inc.Passive
Notable overlap · 6 shared positions
$WT$MDY$COP$SCHW$IBM$HON
$114M
84 positions
#2Bath Savings Trust CoActive
Notable overlap · 6 shared positions
$COP$SYK$TJX$ABT$MCD$KO
$936M
168 positions
#3BLUELINE ADVISORS LLCActive
Notable overlap · 4 shared positions
$WT$COP$MDY$SCHW
$129M
217 positions
#4PARK NATIONAL CORP /OH/Passive
Notable overlap · 7 shared positions
$WT$TJX$MCD$PANW$CRM$SCHW
$3.3B
381 positions
#5McGuire Investment Group, LLCActive
Notable overlap · 6 shared positions
$WT$SYK$AMAT$HON$SCHW$CMI
$885M
121 positions
#6HALL LAURIE J TRUSTEEPassive
Notable overlap · 6 shared positions
$ABT$SYK$TJX$AMAT$CRM$IBM
$283M
104 positions
#7Marion Wealth ManagementPassive
Notable overlap · 5 shared positions
$WT$COP$TJX$CRM$KO
$451M
146 positions
#8Powers Advisory Group, LLCActive
Notable overlap · 4 shared positions
$WT$COP$MCD$KO
$284M
125 positions
#9Stokes Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$TJX$SYK$ABT$MCD$HON$IBM
$446M
104 positions
#10Good Harbor Advisors, Inc.Passive
Notable overlap · 4 shared positions
$WT$COP$ABT$MDY
$92M
82 positions
#11BROOKS, MOORE & ASSOCIATES, INC.Passive
Notable overlap · 8 shared positions
$ABT$WT$COP$HON$TJX$LOW
$199M
110 positions
#12PEDDOCK CAPITAL ADVISORS, LLCActive
Notable overlap · 7 shared positions
$MDY$COP$MCD$IBM$KO$LOW
$453M
166 positions
#13Alpha Wealth Funds, LLCActive
Notable overlap · 4 shared positions
$MDY$ABT$AMAT$LOW
$149M
41 positions
#14Lionsbridge Wealth Management LLCPassive
Notable overlap · 3 shared positions
$MDY$COP$WT
$99M
59 positions
#15Persium Advisors, LLCActive
Notable overlap · 7 shared positions
$ABT$COP$MCD$AMAT$HON$PANW
$127M
60 positions
#16Harbour Trust & Investment Management CoActive
Notable overlap · 7 shared positions
$TJX$SYK$MCD$MDY$COP$PANW
$943M
155 positions
#17WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$WT$COP$SCHW
$508M
107 positions
#18FIDELIS iM, LLCSmart money
Some overlap · 3 shared positions
$WT$COP$SCHW
$264M
25 positions
#19Meridian Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$WT$COP$MDY$MCD$IBM$SYK
$183M
141 positions
#20Greystone Financial Group, LLCPassive
Some overlap · 7 shared positions
$TJX$ABT$MCD$HON$LOW$IBM
$353M
78 positions
#21JBGlobal.com LLCActive
Some overlap · 3 shared positions
$WT$COP$LOW
$102M
27 positions
#22BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 6 shared positions
$COP$TJX$AMAT$SYK$HON$PANW
$2.4B
787 positions
#23BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$SYK$TJX$ABT$MCD$LOW
$321M
110 positions
#24RE ADVISERS CORPActive
Some overlap · 5 shared positions
$COP$TJX$ABT$MCD$HON
$3.7B
111 positions
#25CRUX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$WT$AMAT$COP$SYK$SCHW
$261M
181 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.