13F Pro

Hedge Funds Similar to Horizon Family Wealth,

13F Portfolio OverlapQ1 2026Horizon Family Wealth, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Horizon Family Wealth, Inc. is an institutional investor managing $189M across 88 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 Horizon Family Wealth, are O'Domhnaill Enterprises,, William Allan, Marmo Financial Group,, with shared positions in $SLV, $HSY, $KO, $DIS, $AXP, $INTU. The full ranking of 25 similar funds is below.

#1O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$SLV$HSY$KO
$124M
55 positions
#2William Allan CorpPassive
Some overlap · 4 shared positions
$HSY$DIS$AXP$INTU
$169M
59 positions
#3Marmo Financial Group, LLCActive
Some overlap · 3 shared positions
$SLV$HSY$XYZ
$202M
38 positions
#4RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 5 shared positions
$SLV$AXP$KO$UBER$PANW
$116M
116 positions
#5Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$SLV$FLEX$VRT$KO
$477M
70 positions
#6Kennon-Green & Company, LLCActive
Some overlap · 4 shared positions
$HSY$DIS$KO$INTU
$122M
39 positions
#7INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$HSY$DIS$AXP
$98M
31 positions
#8DOVER ADVISORS, LLCPassive
Some overlap · 7 shared positions
$DIS$AXP$KO$INGR$UBER$ASML
$242M
159 positions
#9Titiun YejielPassive
Some overlap · 4 shared positions
$SLV$AXP$VRT$UNP
$99M
57 positions
#10Terra Nova Asset Management LLCPassive
Some overlap · 4 shared positions
$HSY$SLV$LRCX$VRT
$135M
83 positions
#11LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 4 shared positions
$HSY$DIS$HCA$KO
$343M
59 positions
#12Williams & Novak, LLCPassive
Some overlap · 3 shared positions
$SLV$HSY$LRCX
$134M
143 positions
#13Glassy Mountain Advisors, Inc.Passive
Some overlap · 4 shared positions
$HSY$DIS$HCA$AEP
$322M
77 positions
#14Westhampton Capital, LLCPassive
Some overlap · 6 shared positions
$DIS$HSY$LRCX$KO$DE$PANW
$214M
129 positions
#15CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$HSY$DIS$KO$ASML$DE
$1.4B
80 positions
#16Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$SLV$VRT$UNP$ASML
$701M
261 positions
#17SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$HSY$DIS$UNP
$3.2B
70 positions
#18DRH Investments, Inc.Active
Some overlap · 3 shared positions
$HSY$DIS$UNP
$123M
16 positions
#19NatWest Group plcActive
Some overlap · 4 shared positions
$HSY$CBOE$LRCX$UBER
$462M
44 positions
#20Live Oak Investment PartnersPassive
Some overlap · 5 shared positions
$HSY$DIS$KO$TMUS$AEP
$169M
93 positions
#21BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$SLV$FLEX$KO
$402M
108 positions
#22ROI Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$SLV$KO$INTU$PANW
$167M
66 positions
#23Sicart Associates LLCActive
Some overlap · 4 shared positions
$DIS$SLV$KO$XYZ
$389M
74 positions
#24MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 4 shared positions
$SLV$LRCX$CEG$AEP
$1.3B
143 positions
#25Passumpsic Savings Bank
Some overlap · 5 shared positions
$DIS$CBOE$LRCX$UBER$AEP
$183M
90 positions

Compare Horizon Family Wealth,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Horizon Family Wealth,’s holdings

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.