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Hedge Funds Similar to Arbor Investment Advisors

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

Arbor Investment Advisors, LLC is an institutional investor managing $877M across 131 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 Arbor Investment Advisors are Silver Coast Investments, Wilson & Boucher, BCR Wealth Strategies, with shared positions in $DOV, $ASML, $LOW, $MS, $CMI, $ALL. The full ranking of 25 similar funds is below.

#1Silver Coast Investments LLCActive
Some overlap · 6 shared positions
$DOV$ASML$LOW$MS$CMI$ALL
$336M
121 positions
#2Wilson & Boucher Capital Management, LLCPassive
Some overlap · 5 shared positions
$DOV$LOW$DUK$CMI$WFC
$170M
121 positions
#3BCR Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$DOV$LOW$WFC
$356M
32 positions
#4AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$DOV$ASML$LOW$DUK
$840M
251 positions
#5Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$DOV$LOW$ALL
$215M
84 positions
#6Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$LOW$DUK
$1.2B
127 positions
#7BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$LOW$DUK
$331M
376 positions
#8Windsor Advisory Group, LLCActive
Some overlap · 4 shared positions
$DOV$HBAN$PRK$EPD
$138M
97 positions
#9SCS Capital Management LLCActive
Some overlap · 4 shared positions
$DOV$TFC$MS$EPD
$10.6B
485 positions
#10XY Planning Network, Inc.Passive
Some overlap · 4 shared positions
$DOV$DUK$MS$WFC
$929M
380 positions
#11Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$LOW$TFC$ASML$MS
$221M
41 positions
#12Sollinda Capital Management LLCActive
Some overlap · 4 shared positions
$DOV$DUK$LOW$EPD
$468M
80 positions
#13Neumann Capital Management, LLCActive
Some overlap · 5 shared positions
$DOV$MS$CMI$WFC$PEG
$391M
105 positions
#14Intergy Private Wealth, LLCActive
Some overlap · 5 shared positions
$DOV$MS$ASML$HBAN$DUK
$445M
141 positions
#15SIMON QUICK ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$TFC$MS
$2.6B
455 positions
#16Junk Investment Group, LLCActive
Some overlap · 3 shared positions
$DOV$TFC$WFC
$241M
98 positions
#17Ironwood Financial, llcActive
Some overlap · 3 shared positions
$DOV$LOW$BA
$644M
172 positions
#18Investments & Financial Planning, LLCSmart money
Some overlap · 3 shared positions
$DOV$ASML$BA
$211M
40 positions
#19Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$DUK$EPD$BA
$212M
171 positions
#20Tudor Financial Inc.Passive
Some overlap · 4 shared positions
$LOW$DOV$WFC$ALL
$222M
152 positions
#21SC&H Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$DOV$LOW$MKC
$722M
158 positions
#22Salomon & Ludwin, LLCPassive
Some overlap · 3 shared positions
$DOV$LOW$TFC
$1.2B
2,116 positions
#23Modera Wealth Management, LLCActive
Some overlap · 3 shared positions
$LOW$DOV$ASML
$9.4B
650 positions
#24CINCINNATI CASUALTY COSmart money
Some overlap · 3 shared positions
$DOV$DUK$CMI
$188M
24 positions
#25Prudent Man Investment Management, Inc.Smart money
Some overlap · 5 shared positions
$DOV$ASML$LOW$WFC$PEG
$293M
169 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.