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Hedge Funds Similar to Arcadia Wealth

13F Portfolio OverlapQ2 2026Arcadia Wealth portfolio →
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Most similar hedge funds by 13F overlap

Arcadia Wealth Management, Inc. is an institutional investor managing $210M across 58 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Arcadia Wealth are R.M.SINCERBEAUX, Minot DeBlois Advisors, Keeler Thomas, with shared positions in $ADI, $ADP, $PFE, $MSA. The full ranking of 7 similar funds is below.

#1R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ADI$ADP$PFE
$188M
39 positions
#2Minot DeBlois Advisors LLCPassive
Some overlap · 3 shared positions
$ADI$ADP$PFE
$116M
240 positions
#3Keeler Thomas Management LLCPassive
Some overlap · 3 shared positions
$PFE$ADP$ADI
$282M
135 positions
#4Giverny Capital Inc.Active
Some overlap · 3 shared positions
$ADP$ADI$MSA
$3.0B
51 positions
#5Arista Wealth Management, LLCActive
Slight overlap · 3 shared positions
$ADP$ADI$PFE
$927M
266 positions
#6PINNEY & SCOFIELD, INC.Active
Slight overlap · 3 shared positions
$PFE$ADP$ADI
$205M
232 positions
#7REIK & CO., LLCSmart money
Slight overlap · 3 shared positions
$ADI$ADP$PFE
$384M
60 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.