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Hedge Funds Similar to Archer Investment

13F Portfolio OverlapQ2 2026Archer Investment portfolio →
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Most similar hedge funds by 13F overlap

Archer Investment Corp is an institutional investor managing $508M across 1,236 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 Archer Investment are EDGAR LOMAX, Socorro Asset, Stack Financial, with shared positions in $LMT, $NEE, $CVS, $PFE, $BMY, $PEP. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$LMT$NEE$CVS$PFE$BMY$PEP
$1.3B
58 positions
#2Socorro Asset Management LPActive
Some overlap · 5 shared positions
$PLD$NEE$PFE$DIS$OKE
$223M
33 positions
#3Stack Financial Management, IncActive
Some overlap · 6 shared positions
$PWR$LMT$NEE$AEP$PEP$UNP
$1.3B
54 positions
#4Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$PLD$NEE$PFE$BMY$PEP
$513M
70 positions
#5TORRAY LLCActive
Some overlap · 5 shared positions
$PLD$NEE$PFE$PEP$OKE
$741M
91 positions
#6Iyo Bank, Ltd.Active
Some overlap · 4 shared positions
$PLD$NEE$PWR$DIS
$329M
32 positions
#7B & T Capital Management DBA Alpha Capital ManagementPassive
Some overlap · 5 shared positions
$PWR$LMT$NEE$DIS$PEP
$770M
129 positions
#8COHEN & STEERS, INC.Active
Some overlap · 4 shared positions
$PLD$NEE$EXR$UNP
$63.2B
442 positions
#9CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$PLD$PWR$NEE$PEP
$767M
184 positions
#10Granite Group Advisors, LLCActive
Some overlap · 6 shared positions
$LMT$NEE$AEP$DIS$PEP$OKE
$169M
84 positions
#11DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$PLD$NEE$AEP
$10.6B
162 positions
#12Verity & Verity, LLCActive
Some overlap · 5 shared positions
$PLD$NEE$PFE$PEP$OKE
$1.5B
138 positions
#13Schrum Private Wealth Management LLCPassive
Some overlap · 6 shared positions
$LMT$NEE$PFE$DIS$PEP$UNP
$97M
109 positions
#14CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 4 shared positions
$PLD$AEP$UNP$OKE
$7.2B
101 positions
#15WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$LMT$NEE$CVS$DIS$PEP
$1.3B
73 positions
#16Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$NEE$LMT$CVS$PFE$PEP
$227M
73 positions
#17Concord Asset Management, LLC/VAPassive
Some overlap · 5 shared positions
$LMT$NEE$CVS$DIS$UNP
$646M
126 positions
#18Concord Wealth PartnersPassive
Some overlap · 5 shared positions
$LMT$NEE$CVS$DIS$UNP
$873M
885 positions
#19Ipsen Advisor Group LLCPassive
Some overlap · 6 shared positions
$LMT$NEE$BMY$PEP$UNP$OKE
$155M
107 positions
#20Westwind CapitalPassive
Some overlap · 3 shared positions
$PLD$NEE$TPL
$422M
77 positions
#21FARMERS TRUST CO
Some overlap · 5 shared positions
$LMT$NEE$CVS$PEP$UNP
$637M
203 positions
#22Welch Group, LLCPassive
Some overlap · 5 shared positions
$LMT$NEE$AEP$PFE$PEP
$2.9B
326 positions
#23Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$LMT$NEE$AEP$PFE$UNP
$151M
70 positions
#24MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 3 shared positions
$PLD$NEE$UNP
$332M
91 positions
#25SWP Investment Management LLCPassive
Some overlap · 3 shared positions
$PLD$NEE$UNP
$145M
43 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.