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Hedge Funds Similar to Arch Global Advisors

13F Portfolio OverlapQ2 2026Arch Global Advisors portfolio →
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Most similar hedge funds by 13F overlap

Arch Global Advisors, LLC is an institutional investor managing $226M across 59 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 Arch Global Advisors are PROFFITT & GOODSON, Walsh & Associates, Portus Wealth Advisors, with shared positions in $STT, $PEP, $TJX, $CEG, $AXP, $COP. The full ranking of 25 similar funds is below.

#1PROFFITT & GOODSON INCActive
Some overlap · 4 shared positions
$STT$PEP$TJX$CEG
$728M
298 positions
#2Walsh & Associates, LLCActive
Some overlap · 3 shared positions
$STT$PEP$CEG
$122M
245 positions
#3Portus Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$STT$PEP$AXP
$121M
50 positions
#4Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$STT$PEP$COP
$4.0B
454 positions
#5GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$TJX$ADI
$3.0B
213 positions
#6Stonebrook Private Inc.Passive
Some overlap · 3 shared positions
$STT$AXP$ADI
$548M
271 positions
#7LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 4 shared positions
$STT$TJX$CEG$QCOM
$248M
91 positions
#8Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$STT$AXP$COP
$169M
339 positions
#910Elms LLPPassive
Some overlap · 4 shared positions
$STT$PEP$COP$QCOM
$236M
526 positions
#10VERITY Wealth AdvisorsSmart money
Some overlap · 3 shared positions
$STT$PEP$QCOM
$166M
81 positions
#11COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$STT$PEP$TJX$QCOM
$414M
164 positions
#12CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$STT$PEP$ADI
$1.3B
99 positions
#13Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$CSX$PEP$QCOM
$108M
52 positions
#14Heritage Wealth Management, Inc. /CA/Active
Some overlap · 3 shared positions
$STT$PEP$QCOM
$263M
100 positions
#15ESG Planning DBA Harper InvestingPassive
Some overlap · 3 shared positions
$STT$CSX$QCOM
$297M
84 positions
#16COURIER CAPITAL LLCActive
Some overlap · 4 shared positions
$STT$PEP$TJX$AXP
$2.0B
399 positions
#17Clarus Wealth AdvisorsPassive
Some overlap · 3 shared positions
$STT$TJX$QCOM
$260M
86 positions
#18TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STT$COP$QCOM
$686M
151 positions
#19GHP Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$STT$CSX$TJX$AXP$ADI
$2.7B
1,394 positions
#20ARMSTRONG ADVISORY GROUP, INCActive
Some overlap · 3 shared positions
$STT$TJX$ADI
$1.6B
985 positions
#21Horizon Wealth Management, LLCActive
Slight overlap · 3 shared positions
$STT$TJX$AXP
$785M
148 positions
#22Capital Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$STT$AXP$QCOM
$7.6B
789 positions
#23HALL CAPITAL MANAGEMENT CO INCPassive
Slight overlap · 4 shared positions
$STT$PEP$TJX$AXP
$321M
107 positions
#24Encore Global Management, LPPassive
Slight overlap · 3 shared positions
$STT$COP$QCOM
$102M
53 positions
#25FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Slight overlap · 3 shared positions
$STT$TJX$ADI
$8.2B
442 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.