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Hedge Funds Similar to 1620 INVESTMENT ADVISORS

13F Portfolio OverlapQ2 20261620 INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

1620 INVESTMENT ADVISORS, INC. is an institutional investor managing $161M across 677 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 1620 INVESTMENT ADVISORS are Alpha Omega Wealth, KWMG, Winthrop Partners - WNY, with shared positions in $GLW, $MPC, $ETN, $JCI, $FHI, $PFE. The full ranking of 25 similar funds is below.

#1Alpha Omega Wealth Management LLCPassive
Some overlap · 8 shared positions
$GLW$MPC$ETN$JCI$FHI$PFE
$657M
208 positions
#2KWMG, LLCPassive
Some overlap · 5 shared positions
$TJX$GLW$MPC$STX$TRV
$1.4B
153 positions
#3Winthrop Partners - WNY, LLCPassive
Some overlap · 6 shared positions
$GLW$MPC$JCI$ETN$BX$VZ
$202M
87 positions
#4Lifeworks Advisors, LLCPassive
Some overlap · 6 shared positions
$GLW$STX$NTAP$SO$PFE$GILD
$955M
337 positions
#5Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$TJX$NVS$BX$PFE$VZ$TRV
$116M
240 positions
#6GKV Capital Management Co., Inc.Passive
Some overlap · 5 shared positions
$TJX$GLW$STX$VZ$POWL
$310M
83 positions
#7TOEWS CORP /ADVActive
Some overlap · 6 shared positions
$STX$MPC$GLW$ETN$BX$MDLZ
$686M
151 positions
#8WealthTrust Axiom LLCPassive
Some overlap · 6 shared positions
$GLW$NVS$BMY$PFE$VZ$GILD
$448M
302 positions
#9CrossGen Wealth, LLCPassive
Some overlap · 5 shared positions
$TJX$MPC$JCI$ETN$TRV
$129M
214 positions
#10CHEMUNG CANAL TRUST COActive
Some overlap · 6 shared positions
$GLW$BMY$JCI$SO$ETN$TRV
$541M
111 positions
#11AMJ Financial Wealth ManagementActive
Some overlap · 4 shared positions
$TJX$GLW$NTAP$ETN
$424M
86 positions
#12Raab & Moskowitz Asset Management LLCPassive
Some overlap · 5 shared positions
$TJX$STX$PFE$VZ$MDLZ
$497M
198 positions
#13FCF Advisors LLCPassive
Some overlap · 6 shared positions
$STX$NTAP$BMY$TPR$POWL$GILD
$544M
58 positions
#14Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$GLW$STX$ETN$SO$VZ
$239M
126 positions
#15Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 5 shared positions
$GLW$MPC$JCI$ETN$VZ
$251M
74 positions
#16ARS Investment Partners, LLCActive
Some overlap · 5 shared positions
$MPC$STX$ETN$BMY$BX
$2.3B
181 positions
#17Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 5 shared positions
$TJX$NTAP$PFE$VZ$GILD
$1.7B
162 positions
#18MEYER HANDELMAN COPassive
Some overlap · 5 shared positions
$GLW$MPC$ETN$VZ$GILD
$3.5B
274 positions
#19Piscataqua Savings BankPassive
Some overlap · 4 shared positions
$TJX$GLW$MPC$GILD
$148M
412 positions
#20Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 5 shared positions
$GLW$MPC$ETN$TJX$MDLZ
$321M
153 positions
#21VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 5 shared positions
$GLW$STX$TPR$PFE$VZ
$1.7B
345 positions
#22GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$GLW$TJX$ETN$STX$GILD
$3.0B
213 positions
#23Invera Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$JCI$MPC$ETN
$186M
132 positions
#24Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$GLW$JCI$SO$PFE$VZ
$186M
123 positions
#25Parrish Capital LLC
Some overlap · 6 shared positions
$ETN$SO$AZN$BX$VZ$GILD
$112M
86 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.