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, LLC is an institutional investor managing $319M across 66 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 Hubbell Strickland Wealth, Harbour Wealth Group, Gross & Hartman Investments, with shared positions in $PHYS, $DOV, $PLTR, $TT, $TJX, $CVS. The full ranking of 24 similar funds is below.

#1Hubbell Strickland Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$PHYS $DOV $PLTR

$277M

87 positions

#2Harbour Wealth Management Group, Inc.Active

Some overlap · 3 shared positions

$148M

89 positions

#3Gross & Hartman Investments LLCActive

Some overlap · 3 shared positions

$DOV $PLTR $TJX

$226M

80 positions

#4TruNorth Capital Management, LLCSmart money

Some overlap · 3 shared positions

$623M

123 positions

#5ABN AMRO Bank N.V.Active

Some overlap · 3 shared positions

$7.7B

231 positions

#6Front Row Advisors LLCPassive

Some overlap · 3 shared positions

$345M

576 positions

#7Foster Group, Inc.Active

Some overlap · 3 shared positions

$3.8B

318 positions

#8Bank of New HampshirePassive

Some overlap · 3 shared positions

$479M

537 positions

#9Latitude Advisors, LLCPassive

Some overlap · 3 shared positions

$DOV $PHYS $PLTR

$251M

239 positions

#10Beta Wealth Group, Inc.Active

Some overlap · 3 shared positions

$TJX $CVS $PLTR

$267M

114 positions

#11MATRIX PRIVATE CAPITAL GROUP LLCActive

Some overlap · 3 shared positions

$PHYS $CVS $PLTR

$230M

143 positions

#12Essential Partners LLCPassive

Some overlap · 3 shared positions

$PHYS $DOV $TJX

$217M

2,853 positions

#13BIP Wealth, LLCPassive

Some overlap · 3 shared positions

$DOV $PHYS $PLTR

$3.5B

560 positions

#14MAYPORT, LLCSmart money

Some overlap · 3 shared positions

$DOV $PLTR $TJX

$645M

134 positions

#15PROFFITT & GOODSON INCActive

Some overlap · 3 shared positions

$728M

298 positions

#16American National Bank of TexasActive

Some overlap · 3 shared positions

$110M

56 positions

#17Nova Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$181M

570 positions

#18Endowment Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$DOV $PLTR $TJX

$259M

181 positions

#19Sageworth Trust CoActive

Slight overlap · 3 shared positions

$DOV $PLTR $TJX

$2.5B

127 positions

#20Breakwater Investment ManagementPassive

Slight overlap · 3 shared positions

$DOV $PLTR $TJX

$294M

600 positions

#21Olistico Wealth, LLCPassive

Slight overlap · 3 shared positions

$PLTR $DOV $TJX

$234M

334 positions

#22Aspiring Ventures, LLCActive

Slight overlap · 3 shared positions

$411M

103 positions

#23USAdvisors Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$DOV $PLTR $CVS

$349M

144 positions

#24Insight Wealth Partners, LLCSmart money

Slight overlap · 3 shared positions

$PHYS $TJX $PLTR

$745M

135 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.