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Hedge Funds Similar to Argentarii,

13F Portfolio OverlapQ1 2026Argentarii, portfolio →
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Most similar hedge funds by 13F overlap

Argentarii, LLC is an institutional investor managing $286M across 198 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 Argentarii, are FORBES J M & LLP, CONGRESS ASSET /MA, Inspire Investing,, with shared positions in $IAU, $VZ, $APH, $IBM, $BAC, $PGR. The full ranking of 25 similar funds is below.

#1FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$IAU$VZ$APH$IBM$BAC$PGR
$1.2B
150 positions
#2CONGRESS ASSET MANAGEMENT CO /MAPassive
Some overlap · 7 shared positions
$WELL$PH$WMB$APH$HWM$HLT
$14.0B
417 positions
#3Inspire Investing, LLCPassive
Some overlap · 6 shared positions
$APH$WELL$PH$KMI$PGR$DLR
$1.2B
1,107 positions
#4Alphinity Investment Management Pty LtdActive
Some overlap · 5 shared positions
$PH$APH$WELL$BSX$HWM
$5.7B
29 positions
#5Richard C. Young & CO., LTD.Active
Some overlap · 5 shared positions
$APH$KMI$WMB$VZ$IBM
$1.2B
93 positions
#6Longbow Finance SAPassive
Some overlap · 5 shared positions
$PH$WELL$WMB$HWM$HLT
$552M
55 positions
#7BCWM, LLCPassive
Some overlap · 4 shared positions
$IAU$KMI$VZ$DLR
$353M
57 positions
#8Comprehensive Money Management Services LLCPassive
Some overlap · 4 shared positions
$IAU$KMI$WMB$WELL
$152M
193 positions
#9Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$APH$VZ
$477M
70 positions
#10Madden Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$IAU$HSY$HLT$WELL
$254M
108 positions
#11Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$PH$NOW
$453M
137 positions
#12Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$VZ$IBM$BAC
$199M
130 positions
#13KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PH$APH$VZ$IBM
$1.4B
221 positions
#14O'ROURKE & COMPANY, IncPassive
Some overlap · 6 shared positions
$WELL$HSY$IBM$VZ$DLR$KMI
$253M
171 positions
#15REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$APH$WMB
$697M
218 positions
#16Blossom Wealth ManagementPassive
Some overlap · 4 shared positions
$IAU$APH$IBM$BAC
$67M
74 positions
#17ZACKS INVESTMENT MANAGEMENTPassive
Some overlap · 5 shared positions
$PH$VZ$KMI$IBM$BAC
$12.5B
706 positions
#18Passumpsic Savings Bank
Some overlap · 4 shared positions
$PH$APH$HWM$BSX
$183M
90 positions
#19Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$IAU$HSY$NOW
$143M
104 positions
#20IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$KMI$WMB$VZ$HWM$WWD
$1.1B
203 positions
#21Indivisible PartnersActive
Some overlap · 5 shared positions
$APH$PH$WELL$HWM$HLT
$1.1B
482 positions
#22BFSG, LLCPassive
Some overlap · 3 shared positions
$IAU$APH$VZ
$1.1B
750 positions
#23SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$WMB$VZ$BAC
$274M
131 positions
#24SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 4 shared positions
$WELL$KMI$WMB$DLR
$507M
306 positions
#25Terra Nova Asset Management LLCPassive
Some overlap · 4 shared positions
$IAU$HSY$PH$HWM
$135M
83 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.