13F Pro

Hedge Funds Similar to 1620 INVESTMENT ADVISORS,

13F Portfolio OverlapQ1 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 Q1 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 MEYER HANDELMAN, Clear Trail Advisors,, SHEPHERD KAPLAN KROCHUK,, with shared positions in $MPC, $TJX, $BMY, $PFE, $VZ, $ETN. The full ranking of 25 similar funds is below.

#1MEYER HANDELMAN COActive
Some overlap · 9 shared positions
$MPC$TJX$BMY$PFE$VZ$ETN
$3.2B
220 positions
#2Clear Trail Advisors, LLCPassive
Some overlap · 6 shared positions
$JHG$MPC$TJX$JCI$VZ$ETN
$601M
149 positions
#3SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 6 shared positions
$JHG$APP$PFE$GILD$IBM$VZ
$119M
61 positions
#4Alpha Omega Wealth Management LLCPassive
Some overlap · 7 shared positions
$MPC$PFE$VZ$FHI$ETN$GLW
$617M
206 positions
#5WealthTrust Axiom LLCPassive
Some overlap · 7 shared positions
$NVS$BMY$PFE$VZ$GLW$GILD
$406M
290 positions
#6Bowman & Co S.C.
Some overlap · 5 shared positions
$JHG$MPC$TJX$JCI$ETN
$237M
118 positions
#7Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$TJX$JHG$AZN$GLW
$192M
70 positions
#8RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$JHG$SO$BMY$PFE$VZ
$136M
86 positions
#9FCF Advisors LLCPassive
Some overlap · 6 shared positions
$APP$STX$BMY$GILD$TPR$NTAP
$444M
52 positions
#10Saturna Capital CORPActive
Some overlap · 5 shared positions
$TJX$JCI$ETN$AZN$NVS
$7.1B
148 positions
#11Robbins FarleyPassive
Some overlap · 5 shared positions
$TJX$SO$ETN$AZN$IBM
$226M
143 positions
#12Altrius Capital Management IncPassive
Some overlap · 6 shared positions
$NVS$PFE$VZ$ETN$AZN$GILD
$503M
87 positions
#13Bill Few Associates, Inc.Passive
Some overlap · 5 shared positions
$TJX$VZ$ETN$PFE$IBM
$417M
212 positions
#14Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$TJX$APP$MPC$TPR
$2.0B
162 positions
#15Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$STX$SO$VZ$ETN$GLW$IBM
$215M
125 positions
#16Pursuit Wealth Management LLC
Some overlap · 4 shared positions
$JHG$TJX$GLW$GILD
$116M
118 positions
#17Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$NVS$BMY$PFE$VZ$GILD$IBM
$227M
113 positions
#18Lifeworks Advisors, LLCPassive
Some overlap · 6 shared positions
$STX$SO$PFE$GLW$GILD$IBM
$779M
297 positions
#19Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$TJX$BMY$PFE$VZ$GILD
$200M
53 positions
#20Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 5 shared positions
$TJX$PFE$GILD$IBM$NTAP
$1.5B
171 positions
#21Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$TJX$STX$SO$VZ
$462M
106 positions
#22Invera Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$MPC$JCI$ETN
$156M
98 positions
#23Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$JHG$APP$PFE$VZ
$477M
70 positions
#24AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$STX$PFE$VZ$GILD$TPR$IBM
$160M
137 positions
#25Haverford Trust CoActive
Some overlap · 3 shared positions
$TJX$JHG$ETN
$10.9B
419 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.