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Hedge Funds Similar to Horizon Wealth

13F Portfolio OverlapQ2 2026Horizon Wealth portfolio →
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Most similar hedge funds by 13F overlap

Horizon Wealth Management, LLC is an institutional investor managing $785M across 148 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 Horizon Wealth are Parcion Private Wealth, Norris Financial Group, Diligent Investors, with shared positions in $STT, $COIN, $TJX, $AMGN, $VZ, $SPCX. The full ranking of 25 similar funds is below.

#1Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$STT$COIN$TJX$AMGN
$1.8B
529 positions
#2Norris Financial Group, LLCPassive
Some overlap · 4 shared positions
$STT$COIN$VZ$SPCX
$251M
82 positions
#3Diligent Investors, LLCPassive
Some overlap · 3 shared positions
$STT$BA$DIS
$449M
357 positions
#4Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$STT$BA$VZ$AMGN
$214M
72 positions
#5CAP Partners, LLCPassive
Some overlap · 3 shared positions
$STT$COIN$MO
$204M
155 positions
#6Sherry Group, Inc.Active
Some overlap · 3 shared positions
$STT$SPCX$VZ
$102M
52 positions
#7New England Capital Financial Advisors LLCSmart money
Some overlap · 5 shared positions
$STT$DIS$T$AXP$MCD
$418M
431 positions
#8PROFFITT & GOODSON INCActive
Some overlap · 4 shared positions
$STT$DIS$TJX$NEE
$728M
298 positions
#9FIRST NATIONAL TRUST COPassive
Some overlap · 6 shared positions
$STT$TJX$NEE$MCD$MS$AMGN
$2.9B
382 positions
#10GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$STT$T$TJX$MS$AMGN
$3.0B
213 positions
#11FARMERS TRUST CO
Some overlap · 5 shared positions
$STT$T$VZ$NEE$MCD
$637M
203 positions
#12Goldstone Financial Group, LLCPassive
Some overlap · 5 shared positions
$STT$BA$T$MCD$MS
$1.1B
243 positions
#13Thayer Partners, LLC / MAActive
Some overlap · 3 shared positions
$STT$BA$DIS
$242M
100 positions
#14Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$STT$BA$DIS$MCD
$1.6B
215 positions
#15Jacobs Equity LLC
Some overlap · 3 shared positions
$STT$BA$MO
$145M
121 positions
#16Cedar Point Capital Partners, LLCActive
Some overlap · 3 shared positions
$STT$BA$NEE
$174M
77 positions
#17Verity & Verity, LLCActive
Some overlap · 5 shared positions
$STT$VZ$NEE$AMGN$MO
$1.5B
138 positions
#18Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$STT$DIS$AMGN$MO
$394M
99 positions
#19DCM Advisors, LLCActive
Some overlap · 7 shared positions
$BA$DIS$T$AXP$VZ$MCD
$253M
38 positions
#20Sandbox Financial Partners, LLC
Some overlap · 5 shared positions
$STT$BA$VZ$NEE$MCD
$356M
117 positions
#21Financial Network Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$STT$BA$TJX$VZ$MCD
$99M
858 positions
#22American Financial Advisors, LLCActive
Some overlap · 4 shared positions
$STT$SPCX$DIS$BA
$831M
169 positions
#23Friday FinancialActive
Some overlap · 3 shared positions
$STT$DIS$MS
$373M
108 positions
#24PSI Advisors, LLCActive
Some overlap · 3 shared positions
$STT$SPCX$VZ
$430M
151 positions
#25Beaton Management Co. Inc.Passive
Some overlap · 4 shared positions
$STT$BA$DIS$NEE
$245M
157 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.