How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Arcadia Wealth ,

13F Portfolio OverlapQ1 2026Arcadia Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Arcadia Wealth Management, LLC is an institutional investor managing $276M across 67 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 Arcadia Wealth , are CURTIS WEALTH, Asempa Wealth Advisors, Daviman Financial,, with shared positions in $SE, $LEN, $IAU, $MDLZ, $SNOW, $VLTO. The full ranking of 25 similar funds is below.

#1CURTIS WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SE $LEN $IAU $MDLZ

$107M

50 positions

#2Asempa Wealth AdvisorsPassive

Notable overlap · 4 shared positions

$LEN $SE $IAU $MDLZ

$115M

115 positions

#3Daviman Financial, LLCPassive

Notable overlap · 3 shared positions

$LEN $SE $SNOW

$169M

84 positions

#4SWP FINANCIAL LLCActive

Notable overlap · 4 shared positions

$SE $VLTO $IAU $SNOW

$196M

71 positions

#5Horst & Graben Wealth Management LLCPassive

Notable overlap · 5 shared positions

$SE $LEN $IAU $NKE $MDLZ

$729M

195 positions

#6Westfuller Advisors, LLCPassive

Notable overlap · 3 shared positions

$SE $SNOW $VLTO

$232M

756 positions

#7Dentgroup LLC

Some overlap · 5 shared positions

$LEN $SE $SNOW $IAU $MDLZ

$146M

93 positions

#8Fund Evaluation Group, LLCSmart money

Some overlap · 4 shared positions

$SE $SNOW $NKE $LEN

$3.3B

73 positions

#9Morningstar Investment Management LLCPassive

Some overlap · 3 shared positions

$SE $SNOW $MDLZ

$1.6B

315 positions

#10Reliant Wealth PlanningActive

Some overlap · 3 shared positions

$LEN $SNOW $IAU

$331M

51 positions

#11Triad Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$SE $SNOW $LEN $IAU

$1.3B

478 positions

#12Bay Harbor Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SE $VLTO $SNOW $IAU

$386M

1,301 positions

#13Clarendon Private LLCPassive

Some overlap · 4 shared positions

$LEN $SE $TJX $TT

$130M

119 positions

#14TIAA Wealth Investment Management LLCActive

Some overlap · 3 shared positions

$SE $SNOW $TJX

$13.1B

563 positions

#15TSA Wealth Managment LLCPassive

Some overlap · 5 shared positions

$SE $SNOW $IAU $TJX $MDLZ

$309M

105 positions

#161607 Capital Partners, LLCActive

Some overlap · 3 shared positions

$SE $VLTO $PHYS

$1.4B

139 positions

#17Cornerstone National Bank & Trust CoPassive

Some overlap · 4 shared positions

$SE $SNOW $TJX $NKE

$271M

209 positions

#18Center For Asset Management LLCPassive

Some overlap · 3 shared positions

$SE $VLTO $IAU

$201M

144 positions

#19Merited Wealth, LLCPassive

Some overlap · 3 shared positions

$LEN $SE $VLTO

$121M

79 positions

#20TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 3 shared positions

$SE $VLTO $SNOW

$4.8B

1,649 positions

#21Brand Asset Management Group, Inc.Passive

Some overlap · 3 shared positions

$SE $SNOW $NKE

$385M

193 positions

#22Sandbox Financial Partners, LLCActive

Some overlap · 3 shared positions

$LEN $SNOW $MDLZ

$356M

117 positions

#23Henderson Brothers Financial Partners, LLCActive

Some overlap · 3 shared positions

$SE $IAU $TJX

$395M

105 positions

#24Chatterton & Associates Inc.Passive

Some overlap · 3 shared positions

$SE $LEN $MDLZ

$143M

97 positions

#25Verum Partners LLCActive

Some overlap · 3 shared positions

$SE $NKE $MDLZ

$527M

176 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.