13F Pro

Hedge Funds Similar to Archer Investment

13F Portfolio OverlapQ2 2026Archer Investment portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Archer Investment Management, LLC is an institutional investor managing $293M across 110 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 TME FINANCIAL, SOFI WEALTH, Sharkey, Howes & Javer, with shared positions in $IAU, $MUFG, $IBIT, $DOV, $IAUM, $IOT. The full ranking of 25 similar funds is below.

#1TME FINANCIAL, INC.Active
Notable overlap · 3 shared positions
$IAU$MUFG$IBIT
$162M
70 positions
#2SOFI WEALTH, LLCSmart money
Notable overlap · 3 shared positions
$IAU$MUFG$IBIT
$2.5B
52 positions
#3Sharkey, Howes & JaverActive
Notable overlap · 4 shared positions
$IAU$MUFG$IBIT$DOV
$829M
163 positions
#4Permanens Capital L.P.Active
Notable overlap · 4 shared positions
$IAU$MUFG$IAUM$DOV
$972M
100 positions
#5Impact Investors, IncPassive
Notable overlap · 3 shared positions
$IAU$MUFG$IOT
$137M
88 positions
#6Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$IAUM
$180M
73 positions
#7NavPoint Financial, Inc.Active
Notable overlap · 4 shared positions
$IAU$IBIT$IAUM$DOV
$270M
74 positions
#8RAFFA WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$MUFG$DOV$IAU
$793M
1,591 positions
#9Betterment LLCActive
Notable overlap · 5 shared positions
$MUFG$IBIT$DOV$IAU$ETHW
$59.1B
675 positions
#10Asempa Wealth AdvisorsPassive
Notable overlap · 3 shared positions
$IAU$IBIT$MUFG
$134M
119 positions
#11Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$IBIT$DOV
$497M
120 positions
#12Proficio Capital Partners LLC
Notable overlap · 3 shared positions
$IAU$IBIT$DOV
$2.8B
691 positions
#13Plum Street Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$MUFG$IAUM
$313M
107 positions
#14TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 4 shared positions
$IAU$DOV$MUFG$HODL
$983M
170 positions
#15AlTi Global, Inc.Active
Notable overlap · 3 shared positions
$IAU$IAUM$IBIT
$4.8B
505 positions
#16Frankly Finances, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$MUFG
$127M
90 positions
#17Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$DOV
$269M
107 positions
#18Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$DOV
$1.1B
197 positions
#19WEALTHGARDEN F.S. LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$MUFG
$176M
187 positions
#20Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$DOV
$3.4B
392 positions
#21New Capital Management LPSmart money
Some overlap · 3 shared positions
$IAU$IBIT$DOV
$439M
60 positions
#22C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$2.0B
424 positions
#23Fermata Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$495M
275 positions
#24Reliant Wealth PlanningSmart money
Some overlap · 3 shared positions
$IAU$IAUM$IBIT
$364M
54 positions
#25Wealthspire Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$18.2B
1,298 positions

Compare Archer Investment’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Archer Investment’s holdings

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.