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 ARROW FINANCIAL

13F Portfolio OverlapQ1 2026ARROW FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

ARROW FINANCIAL CORP is an institutional investor managing $994M across 157 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 ARROW FINANCIAL are Houlihan Financial Resource Group, Ltd., LifePlan Financial,, HAMEL ASSOCIATES,, with shared positions in $HLT, $SSL, $COP, $CRM, $AMGN, $BAC. The full ranking of 25 similar funds is below.

#1Houlihan Financial Resource Group, Ltd.Passive

Some overlap · 7 shared positions

$HLT $SSL $COP $CRM $AMGN $BAC

$257M

109 positions

#2LifePlan Financial, LLCPassive

Some overlap · 6 shared positions

$HLT $SSL $COP $CRM $MCD $PANW

$135M

83 positions

#3HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$SSL $HLT $COP $AMGN $MCD $KO

$351M

81 positions

#4NOVEM GROUPPassive

Some overlap · 4 shared positions

$HLT $SSL $COP $AMGN

$873M

437 positions

#5Godshalk Welsh Capital Management, Inc.Passive

Some overlap · 5 shared positions

$HLT $SSL $TJX $BAC $MCD

$172M

129 positions

#6Summit Asset Management, LLCActive

Some overlap · 5 shared positions

$HLT $SSL $TJX $BAC $KO

$719M

172 positions

#7SIGMA INVESTMENT COUNSELORS INCActive

Some overlap · 5 shared positions

$HLT $SSL $TJX $COP $SYK

$1.9B

194 positions

#8Windsor Capital Management, LLCActive

Some overlap · 5 shared positions

$HLT $SSL $AMGN $MCD $KO

$355M

123 positions

#9InvesTrustPassive

Some overlap · 5 shared positions

$HLT $SSL $MCD $DIS $KO

$238M

91 positions

#10Sound View Wealth Advisors Group, LLCPassive

Some overlap · 5 shared positions

$HLT $SSL $AMGN $KO $MS

$1.5B

422 positions

#11EIGHT 31 FINANCIAL, LLCActive

Some overlap · 4 shared positions

$HLT $SSL $COP $KO

$166M

72 positions

#12LFA - Lugano Financial Advisors SAActive

Some overlap · 5 shared positions

$HLT $SSL $COP $KO $BAC

$197M

223 positions

#13Gratus Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$HLT $SSL $MS $BAC $MRVL

$691M

138 positions

#14CAPITAL ADVISORS INC/OKPassive

Some overlap · 6 shared positions

$HLT $SSL $KO $MS $PANW $SYK

$6.2B

357 positions

#15LITTLEJOHN FINANCIAL SERVICES, INC.Passive

Some overlap · 4 shared positions

$HLT $SSL $CRM $MCD

$133M

61 positions

#16MV CAPITAL MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$HLT $SSL $TJX $AMGN

$1.0B

1,197 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 4 shared positions

$HLT $SSL $AMGN $MCD

$187M

55 positions

#18Cornerstone Planning, LLCPassive

Some overlap · 4 shared positions

$HLT $SSL $BAC $KO

$443M

141 positions

#19Commonwealth Financial Services, LLCPassive

Some overlap · 4 shared positions

$HLT $SSL $KO $MS

$632M

278 positions

#20MEMBERS WEALTH LLCActive

Some overlap · 4 shared positions

$HLT $SSL $KO $SYK

$167M

113 positions

#2110Elms LLPPassive

Some overlap · 4 shared positions

$HLT $SSL $BAC $AMGN

$159M

480 positions

#22HARBOR ADVISORY CORP /MA/Passive

Some overlap · 6 shared positions

$SSL $HLT $MCD $BAC $MS $KO

$333M

79 positions

#23SUMMITRY LLCPassive

Some overlap · 4 shared positions

$HLT $SSL $CRM $MCD

$2.3B

266 positions

#24RVW Wealth, LLCActive

Some overlap · 4 shared positions

$HLT $SSL $MS $SYK

$1.3B

176 positions

#25Signature Wealth Management GroupPassive

Some overlap · 3 shared positions

$HLT $SSL $MCD

$263M

128 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.