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 ArborFi Advisors,

13F Portfolio OverlapQ1 2026ArborFi Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ArborFi Advisors, LLC is an institutional investor managing $122M across 45 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 ArborFi Advisors, are Wealthcare Partners,, Grange ,, Sage Financial Group,, with shared positions in $KKR, $MKL, $GLDM, $GSAT, $MDY. The full ranking of 25 similar funds is below.

#1Wealthcare Capital Partners, LLCActive

Some overlap · 3 shared positions

$KKR $MKL $GLDM

$213M

153 positions

#2Grange Capital, LLCActive

Some overlap · 3 shared positions

$KKR $GSAT $MKL

$100M

46 positions

#3Sage Financial Management Group, Inc.Active

Some overlap · 3 shared positions

$KKR $MKL $MDY

$325M

57 positions

#4Pinnacle Wealth Management Advisory Group, LLCPassive

Some overlap · 3 shared positions

$KKR $MKL $MDY

$1.5B

550 positions

#5Livet Wealth, LLCPassive

Some overlap · 4 shared positions

$KKR $MKL $GLDM $MDY

$157M

117 positions

#6Breakwater Investment ManagementPassive

Some overlap · 3 shared positions

$KKR $MKL $MDY

$269M

506 positions

#7Hegarty Advisors, LLCActive

Some overlap · 3 shared positions

$KKR $MKL $GLDM

$127M

57 positions

#8OMNI 360 Wealth, Inc.Passive

Some overlap · 3 shared positions

$KKR $MKL $GLDM

$194M

125 positions

#9Richard P Slaughter Associates IncActive

Some overlap · 3 shared positions

$GSAT $MKL $GLDM

$463M

99 positions

#10Antonelli Financial Advisors, LLCActive

Some overlap · 3 shared positions

$KKR $GSAT $GLDM

$145M

52 positions

#11Apeiron RIA LLCPassive

Some overlap · 3 shared positions

$KKR $GLDM $MDY

$431M

204 positions

#12Glaxis Capital Management, LLCActive

Some overlap · 3 shared positions

$GSAT $MKL $MDY

$80M

41 positions

#13UNION SAVINGS BANKActive

Some overlap · 3 shared positions

$KKR $MKL $MDY

$228M

320 positions

#14Anson Capital, Inc.Passive

Some overlap · 3 shared positions

$GSAT $KKR $MKL

$146M

90 positions

#15NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active

Some overlap · 3 shared positions

$GSAT $MKL $MDY

$149M

55 positions

#16Junk Investment Group, LLCPassive

Some overlap · 3 shared positions

$KKR $MKL $MDY

$191M

88 positions

#17Collaborative Wealth Managment Inc.Passive

Some overlap · 3 shared positions

$GSAT $KKR $GLDM

$218M

162 positions

#18WARNER FINANCIAL, INCActive

Some overlap · 3 shared positions

$KKR $MKL $MDY

$292M

135 positions

#19Summit Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$KKR $MDY $GSAT

$632M

271 positions

#20Clarity Capital Advisors, LLCActive

Slight overlap · 3 shared positions

$KKR $MKL $GLDM

$215M

95 positions

#21PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Slight overlap · 3 shared positions

$KKR $MKL $GSAT

$1.6B

236 positions

#22Asempa Wealth AdvisorsPassive

Slight overlap · 3 shared positions

$MKL $KKR $GLDM

$115M

115 positions

#23HANOVER ADVISORS INCActive

Slight overlap · 3 shared positions

$KKR $MDY $MKL

$246M

118 positions

#24Steele Capital Management, Inc.Active

Slight overlap · 3 shared positions

$KKR $GSAT $MDY

$2.4B

86 positions

#25TI-TRUST, INCPassive

Slight overlap · 3 shared positions

$MKL $KKR $MDY

$168M

128 positions

Compare ArborFi Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View ArborFi Advisors,’s holdings

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.