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Hedge Funds Similar to Archer Investment

13F Portfolio OverlapQ3 2026Archer Investment portfolio →
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Most similar hedge funds by 13F overlap

Archer Investment Management, LLC is an institutional investor managing $317M across 121 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 Archer Investment are TME FINANCIAL, SOFI WEALTH, Sharkey, Howes & Javer, with shared positions in $IAU, $MUFG, $IBIT, $DOV, $IAUM, $IOT. The full ranking of 25 similar funds is below.

#1TME FINANCIAL, INC.Active
Notable overlap · 3 shared positions
$IAU$MUFG$IBIT
$163M
70 positions
#2SOFI WEALTH, LLCSmart money
Notable overlap · 3 shared positions
$IAU$MUFG$IBIT
$2.6B
61 positions
#3Sharkey, Howes & JaverActive
Notable overlap · 4 shared positions
$IAU$MUFG$IBIT$DOV
$830M
159 positions
#4Permanens Capital L.P.Active
Notable overlap · 4 shared positions
$IAU$MUFG$IAUM$DOV
$972M
100 positions
#5Impact Investors, IncActive
Notable overlap · 3 shared positions
$IAU$MUFG$IOT
$137M
88 positions
#6Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$IAUM
$193M
68 positions
#7NavPoint Financial, Inc.Active
Notable overlap · 4 shared positions
$IAU$IBIT$IAUM$DOV
$283M
75 positions
#8RAFFA WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$MUFG$DOV$IAU
$793M
1,591 positions
#9Betterment LLCActive
Notable overlap · 5 shared positions
$MUFG$IBIT$DOV$IAU$ETHW
$59.1B
675 positions
#10Asempa Wealth AdvisorsActive
Notable overlap · 3 shared positions
$IAU$IBIT$MUFG
$131M
114 positions
#11Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$DOV
$497M
120 positions
#12Proficio Capital Partners LLCPassive
Notable overlap · 3 shared positions
$IAU$IBIT$DOV
$2.8B
691 positions
#13Plum Street Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$MUFG$IAUM
$313M
107 positions
#14TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 4 shared positions
$IAU$DOV$MUFG$HODL
$983M
170 positions
#15AlTi Global, Inc.Active
Notable overlap · 3 shared positions
$IAU$IAUM$IBIT
$4.8B
505 positions
#16Frankly Finances, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$MUFG
$127M
90 positions
#17Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$DOV
$270M
107 positions
#18Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$DOV
$1.2B
196 positions
#19WEALTHGARDEN F.S. LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$MUFG
$176M
187 positions
#20Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$DOV
$3.4B
392 positions
#21New Capital Management LPSmart money
Some overlap · 3 shared positions
$IAU$IBIT$DOV
$439M
60 positions
#22C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$2.0B
417 positions
#23Fermata Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$517M
293 positions
#24Reliant Wealth PlanningSmart money
Some overlap · 3 shared positions
$IAU$IAUM$IBIT
$364M
54 positions
#25Wealthspire Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$18.2B
1,298 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.