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 INVESTMENT ADVISORS

13F Portfolio OverlapQ1 2026ARCADIA INVESTMENT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

ARCADIA INVESTMENT ADVISORS LLC is an institutional investor managing $237M across 80 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 INVESTMENT ADVISORS are THREADGILL FINANCIAL,, EIGHT 31 FINANCIAL,, Gratus Wealth Advisors,, with shared positions in $SSL, $HLT, $DOV, $SNOW, $GE, $WT. The full ranking of 25 similar funds is below.

#1THREADGILL FINANCIAL, LLCActive

Notable overlap · 3 shared positions

$SSL $HLT $DOV

$344M

44 positions

#2EIGHT 31 FINANCIAL, LLCActive

Notable overlap · 3 shared positions

$SSL $HLT $SNOW

$166M

72 positions

#3Gratus Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$HLT $SSL $GE

$691M

138 positions

#4RVW Wealth, LLCActive

Notable overlap · 4 shared positions

$SSL $HLT $WT $GEV

$1.3B

176 positions

#5Summit Asset Management, LLCActive

Notable overlap · 4 shared positions

$SSL $HLT $WT $HON

$719M

172 positions

#6Windsor Capital Management, LLCActive

Notable overlap · 3 shared positions

$SSL $HLT $MCD

$355M

123 positions

#7SHUFRO ROSE & CO LLCActive

Notable overlap · 4 shared positions

$HLT $UPST $UNIT $LEN

$1.5B

307 positions

#8InvesTrustPassive

Some overlap · 4 shared positions

$SSL $HLT $SNOW $MCD

$238M

91 positions

#9LITTLEJOHN FINANCIAL SERVICES, INC.Passive

Some overlap · 3 shared positions

$HLT $SSL $MCD

$133M

61 positions

#10Kathmere Capital Management, LLCPassive

Some overlap · 4 shared positions

$SSL $HLT $UPST $WT

$1.6B

623 positions

#114Thought Financial Group Inc.Active

Some overlap · 4 shared positions

$SSL $HLT $MDLZ $DOV

$202M

99 positions

#12Breachway Investments LLCActive

Some overlap · 5 shared positions

$SSL $HLT $WT $GE $GEV

$104M

96 positions

#13LifePlan Financial, LLCPassive

Some overlap · 5 shared positions

$SSL $HLT $MDLZ $SNOW $MCD

$135M

83 positions

#14WOODMONT INVESTMENT COUNSEL LLCActive

Some overlap · 3 shared positions

$SSL $HLT $UPST

$1.6B

263 positions

#15Cornerstone Planning, LLCPassive

Some overlap · 3 shared positions

$SSL $HLT $HON

$443M

141 positions

#16Wilkins Miller Wealth Management, LLCPassive

Some overlap · 4 shared positions

$HLT $SSL $SNOW $WT

$165M

89 positions

#17Houlihan Financial Resource Group, Ltd.Passive

Some overlap · 4 shared positions

$SSL $HLT $SNOW $KMI

$257M

109 positions

#18VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 4 shared positions

$SSL $HLT $MCD $KMI

$187M

55 positions

#19Signature Wealth Management GroupPassive

Some overlap · 3 shared positions

$HLT $SSL $MCD

$263M

128 positions

#20Praetorian Wealth Management, Inc.Active

Some overlap · 4 shared positions

$SSL $HLT $UNIT $MCD

$526M

77 positions

#21MV CAPITAL MANAGEMENT, INC.Passive

Some overlap · 3 shared positions

$HLT $SSL $SNOW

$1.0B

1,197 positions

#22Ironwood Financial, llcActive

Some overlap · 6 shared positions

$HLT $SSL $DOV $SNOW $MCD $HON

$573M

168 positions

#23SONATA CAPITAL GROUP INCPassive

Some overlap · 6 shared positions

$SSL $HLT $UNIT $SNOW $WT $MCD

$271M

123 positions

#24NOVEM GROUPPassive

Some overlap · 5 shared positions

$HLT $SSL $UPST $SNOW $WT

$873M

437 positions

#25Mendota Financial Group, LLCActive

Some overlap · 3 shared positions

$SSL $HLT $SNOW

$135M

32 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.