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Hedge Funds Similar to Archer Investment

13F Portfolio OverlapQ1 2026Archer Investment portfolio →
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Most similar hedge funds by 13F overlap

Archer Investment Corp is an institutional investor managing $469M across 1,247 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 Archer Investment are Dominguez Wealth Solutions,, Sandbox Financial Partners,, Asempa Wealth Advisors, with shared positions in $LEN, $LMT, $NEE, $HUM, $BAC, $TPL. The full ranking of 25 similar funds is below.

#1Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 5 shared positions
$LEN$LMT$NEE$HUM$BAC
$165M
67 positions
#2Sandbox Financial Partners, LLCActive
Some overlap · 4 shared positions
$LEN$HUM$TPL$NEE
$356M
117 positions
#3Asempa Wealth AdvisorsPassive
Some overlap · 4 shared positions
$LEN$HUM$MKL$LMT
$115M
115 positions
#4Hapanowicz & Associates Financial Services, IncSmart money
Some overlap · 3 shared positions
$LEN$HUM$LMT
$251M
31 positions
#5SYNTAX RESEARCH, INC.Passive
Some overlap · 4 shared positions
$PLD$LEN$AGQ$LMT
$157M
174 positions
#6Clarendon Private LLCPassive
Some overlap · 4 shared positions
$LEN$NEE$MKL$BAC
$130M
119 positions
#7Code Waechter LLCPassive
Some overlap · 3 shared positions
$LEN$PLD$PFE
$168M
118 positions
#8LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$LEN$PWR$LMT$TPL
$279M
80 positions
#9Glen Eagle Advisors, LLCPassive
Some overlap · 5 shared positions
$LEN$NEE$AGQ$HUM$LMT
$714M
1,021 positions
#10Long Island Wealth Management, Inc.Active
Some overlap · 4 shared positions
$LEN$HUM$MKL$AGQ
$216M
89 positions
#11CRA Financial Services, LLCPassive
Some overlap · 4 shared positions
$LEN$HUM$NEE$BAC
$770M
296 positions
#12Visionary Wealth AdvisorsPassive
Some overlap · 5 shared positions
$LEN$HUM$PWR$LMT$NEE
$2.3B
638 positions
#13Dentgroup LLC
Some overlap · 3 shared positions
$LEN$HUM$MKL
$146M
93 positions
#14Carmel Capital Partners, LLCPassive
Some overlap · 3 shared positions
$LEN$NEE$AGQ
$277M
118 positions
#15Brightwater Advisory LLCActive
Some overlap · 3 shared positions
$LEN$HUM$MKL
$151M
60 positions
#16Excelsior Advisor Network LLCPassive
Some overlap · 6 shared positions
$HUM$LMT$NEE$AEP$MKL$BAC
$263M
226 positions
#17MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$LEN$NEE$BAC
$293M
103 positions
#18Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$LEN$NEE$PFE$BAC
$223M
109 positions
#19Verity & Verity, LLCActive
Some overlap · 4 shared positions
$PLD$LMT$NEE$PFE
$1.3B
138 positions
#20C M BIDWELL & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$LEN$HUM$MKL
$214M
483 positions
#21KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$LEN$NEE$PWR
$774M
216 positions
#22CUMBERLAND ADVISORS INCActive
Some overlap · 3 shared positions
$LEN$PFE$BAC
$255M
48 positions
#23PlanVest Financial, IncPassive
Some overlap · 3 shared positions
$LEN$AGQ$AEP
$131M
565 positions
#24Ehrenkranz Partners L.P.Smart money
Some overlap · 4 shared positions
$LEN$MKL$PWR$NEE
$126M
47 positions
#25GoodHaven Capital Management, LLCSmart money
Some overlap · 3 shared positions
$LEN$MKL$BAC
$287M
26 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.