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Hedge Funds Similar to Arbor Wealth Advisors

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

Arbor Wealth Advisors LLC is an institutional investor managing $164M across 60 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 Arbor Wealth Advisors are Newport Company, Randolph, Sculati Wealth, with shared positions in $GD, $BA, $F, $T, $DAL, $SRE. The full ranking of 25 similar funds is below.

#1Newport Trust Company, LLCActive
Notable overlap · 6 shared positions
$GD$BA$F$T$DAL$SRE
$41.5B
63 positions
#2Randolph Co IncActive
Some overlap · 3 shared positions
$BX$GD$DUK
$1.2B
47 positions
#3Sculati Wealth Management, LLCPassive
Some overlap · 6 shared positions
$BX$GD$BA$ETN$DTB$DAL
$300M
123 positions
#4Beech Hill Advisors, Inc.Passive
Some overlap · 3 shared positions
$BX$ETN$BA
$226M
97 positions
#5ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$BX$ETN$BA
$2.3B
181 positions
#6FSA Advisors, Inc.Passive
Some overlap · 5 shared positions
$GD$DTB$F$DTM$ETN
$218M
261 positions
#7Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$GD$ETN$DUK
$214M
33 positions
#8Blue Water Asset ManagementActive
Some overlap · 5 shared positions
$ETN$F$DTB$DTM$BA
$310M
108 positions
#9Lipe & DaltonPassive
Some overlap · 3 shared positions
$BWA$ETN$BA
$215M
94 positions
#10Next Level Private LLCPassive
Some overlap · 4 shared positions
$BX$BA$F$T
$511M
174 positions
#11NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$GD$ETN$BA$DUK
$381M
144 positions
#12J. L. Bainbridge & Co., Inc.Active
Some overlap · 4 shared positions
$BX$ETN$DAL$SNDK
$1.3B
115 positions
#13Strategic Wealth Investment Group, LLCPassive
Some overlap · 4 shared positions
$BX$BA$ETN$DUK
$825M
104 positions
#14WULFF, HANSEN & CO.Passive
Some overlap · 3 shared positions
$BX$BA$DUK
$130M
109 positions
#15Harvest Investment Advisors, LLCActive
Some overlap · 3 shared positions
$GD$LEA$BX
$202M
58 positions
#16CLOUGH CAPITAL PARTNERS L PPassive
Some overlap · 3 shared positions
$ETN$GD$BA
$1.2B
102 positions
#17Retirement Planning Co of New England, Inc.Passive
Some overlap · 3 shared positions
$ETN$BX$BA
$278M
260 positions
#18Canal Capital Management, LLCPassive
Some overlap · 4 shared positions
$BX$T$ETN$DUK
$819M
220 positions
#19EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$GD$T$DUK
$1.3B
58 positions
#20Renasant BankPassive
Some overlap · 3 shared positions
$GD$BX$ETN
$156M
141 positions
#21Themes Management Co LLCPassive
Some overlap · 3 shared positions
$GD$BA$DUK
$151M
120 positions
#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GD$T$DUK
$233M
122 positions
#23Worth Financial Advisory Group, LLCPassive
Some overlap · 3 shared positions
$SNDK$ETN$BA
$240M
202 positions
#24BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$ETN$BA$BX
$4.1B
151 positions
#25Kassira Wealth Management LLCPassive
Some overlap · 4 shared positions
$GD$BA$ETN$DUK
$125M
64 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.