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Hedge Funds Similar to Archer Investment ,

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

Archer Investment Management, LLC is an institutional investor managing $293M across 110 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 Archer Investment , are Cobblestone Asset, ONE Advisory Partners,, Values Added Financial, with shared positions in $GMM, $SE, $IBIT, $IAU, $SOLV, $DDOG. The full ranking of 25 similar funds is below.

#1Cobblestone Asset Management LLCPassive
Notable overlap · 5 shared positions
$GMM$SE$IBIT$IAU$SOLV
$222M
73 positions
#2ONE Advisory Partners, LLCActive
Notable overlap · 7 shared positions
$GMM$SE$DDOG$IAU$MS$HUM
$324M
72 positions
#3Values Added Financial LLCPassive
Notable overlap · 5 shared positions
$GMM$MKL$DDOG$NOW$HUM
$238M
134 positions
#4JNBA Financial AdvisorsActive
Notable overlap · 11 shared positions
$GMM$IAU$NOW$WT$DDOG$MKL
$1.2B
819 positions
#5Midwest Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$GMM$SE$IAU$WT
$214M
199 positions
#6Hobart Private Capital, LLCPassive
Notable overlap · 7 shared positions
$GMM$WT$NOW$MAR$DDOG$USB
$509M
132 positions
#7LOCKERMAN FINANCIAL GROUP, INC.Passive
Some overlap · 4 shared positions
$GMM$DDOG$SOLV$SE
$56M
87 positions
#8Xena Financial Planning, LLCActive
Some overlap · 4 shared positions
$GMM$DDOG$MUFG$NOW
$89M
33 positions
#9BlueStem Wealth Partners, LLCActive
Some overlap · 6 shared positions
$GMM$SE$WT$NOW$LEN$HUM
$900M
124 positions
#10Davis Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$SE$MUFG$IAU$DDOG$NOW$GMM
$120M
72 positions
#11Schwallier Wealth Management LLCActive
Some overlap · 4 shared positions
$GMM$WT$DDOG$HUM
$137M
58 positions
#12West Wealth Group, LLCActive
Some overlap · 5 shared positions
$GMM$SE$SOLV$IAU$MS
$506M
130 positions
#13AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 7 shared positions
$SE$DDOG$WT$GMM$USB$NOW
$206M
97 positions
#14STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 4 shared positions
$GMM$SE$SOLV$LEN
$113M
82 positions
#15Brooklyn FI, LLCActive
Some overlap · 6 shared positions
$SE$GMM$DDOG$NOW$MUFG$USB
$476M
78 positions
#16NewEdge Advisors, LLCPassive
Some overlap · 5 shared positions
$SE$GMM$DDOG$WT$USB
$2.2B
1,217 positions
#17CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$GMM$SE$NKE
$971M
146 positions
#18Roan Capital PartnersPassive
Some overlap · 5 shared positions
$GMM$SE$WT$DDOG$GLDM
$108M
77 positions
#19MA Private WealthActive
Some overlap · 6 shared positions
$GMM$IAU$NOW$SE$HUM$MUFG
$591M
86 positions
#20Vested Financial Planning, LLCSmart money
Some overlap · 3 shared positions
$GMM$DDOG$MAR
$131M
27 positions
#21THEORY FINANCIAL LLCPassive
Some overlap · 8 shared positions
$SE$WT$DDOG$GMM$MAR$GLDM
$285M
94 positions
#22EHRLICH FINANCIAL GROUPPassive
Some overlap · 5 shared positions
$GMM$IAU$SOLV$MS$HUM
$174M
112 positions
#23TPG Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$GMM$DDOG$USB$NKE$MUFG$NOW
$307M
76 positions
#24Upper Left Wealth Management, LLCPassive
Some overlap · 6 shared positions
$IBIT$MKL$IAU$GMM$SE$GLDM
$169M
68 positions
#25SEEDS INVESTOR LLCPassive
Some overlap · 5 shared positions
$MKL$IBIT$IAU$SE$GMM
$735M
350 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.