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Hedge Funds Similar to ARCADIA INVESTMENT ADVISORS

13F Portfolio OverlapQ3 2026ARCADIA INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

ARCADIA INVESTMENT ADVISORS LLC is an institutional investor managing $241M across 87 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ARCADIA INVESTMENT ADVISORS are American National Bank of Texas, Powerhouse Assets, Luminist, with shared positions in $STT, $DOV, $MCD, $KMI, $HONA, $PH. The full ranking of 25 similar funds is below.

#1American National Bank of TexasActive
Notable overlap · 3 shared positions
$STT$DOV$MCD
$109M
52 positions
#2Powerhouse Assets LLCSmart money
Notable overlap · 3 shared positions
$STT$DOV$MCD
$125M
54 positions
#3Luminist Capital LLCActive
Notable overlap · 3 shared positions
$STT$DOV$MCD
$89M
418 positions
#4SACKS & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$STT$KMI$HONA
$143M
79 positions
#5Oath Planning, LLCActive
Some overlap · 3 shared positions
$STT$DOV$MCD
$154M
74 positions
#6Creekside PartnersPassive
Some overlap · 3 shared positions
$DOV$STT$MCD
$276M
193 positions
#7Goldstone Financial Group, LLCPassive
Some overlap · 3 shared positions
$DOV$STT$MCD
$1.1B
243 positions
#8Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$KMI$HONA
$394M
99 positions
#9WBH ADVISORY INCPassive
Some overlap · 4 shared positions
$DOV$STT$PH$MCD
$1.5B
363 positions
#1010Elms LLPActive
Some overlap · 3 shared positions
$STT$MCD$KMI
$236M
526 positions
#11Addison Capital CoActive
Some overlap · 3 shared positions
$DOV$STT$AME
$610M
184 positions
#12Newton One Investments LLCActive
Some overlap · 3 shared positions
$DOV$STT$MCD
$392M
150 positions
#13Fingerlakes Wealth Management, Inc.Active
Some overlap · 3 shared positions
$DOV$STT$MCD
$186M
101 positions
#14SIMON QUICK ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$STT$KMI
$2.6B
455 positions
#15Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$MCD$HONA
$108M
52 positions
#16Financial Network Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$STT$DOV$MCD
$99M
858 positions
#17CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$DOV$MCD$HONA
$5.2B
56 positions
#18Salomon & Ludwin, LLCPassive
Some overlap · 3 shared positions
$DOV$STT$MCD
$1.2B
2,116 positions
#19FARMERS TRUST CO
Slight overlap · 3 shared positions
$STT$MCD$KMI
$637M
203 positions
#20Two Point Capital Management, Inc.Active
Slight overlap · 3 shared positions
$DOV$PH$HONA
$223M
30 positions
#21MILLER HOWARD INVESTMENTS INC /NYActive
Slight overlap · 3 shared positions
$STT$MCD$KMI
$3.7B
159 positions
#22VSM Wealth Advisory, LLCActive
Slight overlap · 3 shared positions
$DOV$STT$MCD
$376M
507 positions
#23GHP Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$STT$PH$AME
$2.7B
1,321 positions
#24Valmark Advisers, Inc.Active
Slight overlap · 3 shared positions
$DOV$STT$MCD
$9.4B
728 positions
#25JFS WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$STT$DOV$MCD
$2.0B
2,253 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.