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 Arbor Wealth Advisors

13F Portfolio OverlapQ1 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 Q1 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 STONE LOFT WEALTH, Luminvest Wealth, Manuka Financial,, with shared positions in $BRZE, $HUM, $SNOW, $KKR, $SCHW, $UNIT. The full ranking of 25 similar funds is below.

#1STONE LOFT WEALTH MANAGEMENT LLCActive

Substantial overlap · 3 shared positions

$BRZE $HUM $SNOW

$140M

29 positions

#2Luminvest Wealth Management LLCSmart money

Substantial overlap · 4 shared positions

$BRZE $KKR $HUM $SCHW

$382M

55 positions

#3Manuka Financial, LLCActive

Substantial overlap · 5 shared positions

$BRZE $KKR $UNIT $SNOW $SCHW

$162M

56 positions

#4Tenon Financial LLCSmart money

Substantial overlap · 4 shared positions

$BRZE $AMN $KKR $UNIT

$255M

54 positions

#5VANGUARD ADVISERS INCSmart money

Substantial overlap · 5 shared positions

$BRZE $SNOW $HUM $KKR $UNIT

$25.5B

668 positions

#6SAM Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$BRZE $SCHW $KO

$319M

47 positions

#7FIDUCIARY ADVISORS, INC.Active

Substantial overlap · 5 shared positions

$BRZE $UNIT $AMN $KKR $KO

$133M

121 positions

#8Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$BRZE $AMN $SNOW

$478M

42 positions

#9Family CFO IncActive

Notable overlap · 4 shared positions

$BRZE $UNIT $HUM $SCHW

$223M

41 positions

#10Prospera Capital Management, LLCSmart money

Notable overlap · 6 shared positions

$BRZE $UNIT $AMN $HUM $SNOW $SCHW

$199M

45 positions

#11SVRN Asset Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $UNIT $HUM $SCHW

$103M

37 positions

#12Mallini Complete Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$BRZE $KKR $HUM $DUK

$126M

61 positions

#13Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$BRZE $HUM $KKR $SCHW $ETN

$255M

70 positions

#14Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$BRZE $UNIT $SNOW

$1.1B

121 positions

#15Sageworth Trust CoActive

Notable overlap · 3 shared positions

$BRZE $UNIT $KKR

$2.3B

172 positions

#16Gibson Wealth Advisors LLCSmart money

Notable overlap · 4 shared positions

$BRZE $KO $T $DUK

$149M

37 positions

#17Gleason Group, Inc.Active

Notable overlap · 4 shared positions

$BRZE $HUM $KKR $KO

$1.0B

229 positions

#18FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $HUM $SCHW

$264M

25 positions

#19Sellwood Investment Partners LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SNOW $SCHW

$254M

59 positions

#20Vanguard National Trust CoActive

Notable overlap · 5 shared positions

$BRZE $HUM $KKR $UNIT $SNOW

$1.6B

751 positions

#21Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $HUM $KKR $SNOW

$341M

64 positions

#22Joseph Group Capital ManagementPassive

Notable overlap · 5 shared positions

$BRZE $HUM $KKR $ETN $T

$400M

379 positions

#23Financial Symmetry IncSmart money

Notable overlap · 3 shared positions

$BRZE $AMN $DUK

$281M

63 positions

#24Estate Counselors, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SCHW $KKR

$1.1B

97 positions

#25WealthCollab, LLCPassive

Notable overlap · 4 shared positions

$BRZE $AMN $SCHW $SNOW

$243M

977 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.