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Hedge Funds Similar to Arcadia Wealth ,

13F Portfolio OverlapQ1 2026Arcadia Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Arcadia Wealth Management, Inc. is an institutional investor managing $185M across 55 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 Wealth , are Moisand Fitzgerald Tamayo,, Burk, Cauble & Harre Wealth ,, with shared positions in $AMN, $IAU, $SNOW, $PFE, $ADP, $PLTR. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 3 shared positions
$AMN$IAU$SNOW
$931M
518 positions
#2Burk Holdings LLCPassive
Substantial overlap · 3 shared positions
$AMN$IAU$SNOW
$233M
676 positions
#3Cauble & Harre Wealth Management, Inc.Passive
Substantial overlap · 3 shared positions
$AMN$IAU$SNOW
$126M
74 positions
#4SATOVSKY ASSET MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$AMN$IAU$PFE
$566M
73 positions
#5BAYSHORE ASSET MANAGEMENT, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$IAU$ADP
$251M
40 positions
#6Fort Vancouver Investment Management, LLCActive
Substantial overlap · 3 shared positions
$AMN$SNOW$IAU
$197M
59 positions
#7CURIO WEALTH, LLCActive
Notable overlap · 3 shared positions
$IAU$AMN$PLTR
$293M
1,255 positions
#8Beaird Harris Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$IAU$SNOW
$1.5B
686 positions
#9Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 3 shared positions
$AMN$SNOW$IAU
$718M
278 positions
#10Private Wealth Management Group, LLCPassive
Notable overlap · 3 shared positions
$AMN$PLTR$ADP
$381M
1,426 positions
#11Plum Street Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$AMN$SNOW
$289M
98 positions
#12ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$AMN$PLTR
$730M
215 positions
#13BetterWealth, LLCSmart money
Notable overlap · 3 shared positions
$AMN$SNOW$ADI
$510M
85 positions
#14ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$IAU$AMN$SNOW
$167M
35 positions
#15Fonville Wealth Management LLCPassive
Notable overlap · 4 shared positions
$AMN$SNOW$PLTR$IAU
$525M
138 positions
#16GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$IAU$AMN$SNOW
$212M
87 positions
#17Trace Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$PFE$PLTR
$133M
66 positions
#18GenWealth Group, Inc.Active
Notable overlap · 4 shared positions
$IAU$PLTR$ADP$PFE
$584M
85 positions
#19Tillman Hartley LLCActive
Notable overlap · 4 shared positions
$AMN$IAU$SNOW$ADI
$398M
88 positions
#20Arlington Capital Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$LEU$PLTR
$177M
111 positions
#21EnRich Financial Partners LLCActive
Notable overlap · 3 shared positions
$AMN$SNOW$IAU
$377M
64 positions
#22SAGE RHINO CAPITAL LLCPassive
Notable overlap · 3 shared positions
$AMN$IAU$SNOW
$535M
330 positions
#23Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$AMN$SNOW$IAU
$228M
72 positions
#24ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 3 shared positions
$AMN$IAU$SNOW
$158M
125 positions
#25MFA WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$AMN$IAU$SNOW
$508M
88 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.