13F Pro

Hedge Funds Similar to Archford Strategies

13F Portfolio OverlapQ2 2026Archford Strategies portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Archford Capital Strategies, LLC is an institutional investor managing $987M across 359 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 Archford Strategies are RETIREMENT GUYS FORMULA, FINANCIAL GROUP \\, Quartz Partners, with shared positions in $MO, $TJX, $APH, $ANET, $GD, $COR. The full ranking of 25 similar funds is below.

#1RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 6 shared positions
$MO$TJX$APH$ANET$GD$COR
$266M
158 positions
#2CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 4 shared positions
$NVS$GLDM$MO$GD
$191M
102 positions
#3Quartz Partners, LLCPassive
Some overlap · 5 shared positions
$NVS$APH$GLDM$ADBE$COR
$305M
191 positions
#4MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 4 shared positions
$NVS$MO$ANET$TXN
$167M
84 positions
#5McKinley Carter Wealth Services, Inc.Active
Some overlap · 5 shared positions
$TJX$APH$GD$BNY$TXN
$1.9B
322 positions
#6Glassy Mountain Advisors, Inc.Passive
Some overlap · 4 shared positions
$NVS$GD$ADBE$TEL
$366M
76 positions
#7Mount Lucas Management LPPassive
Some overlap · 5 shared positions
$TJX$GD$BNY$ADBE$COR
$281M
166 positions
#8CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$NVS$TJX$ADBE$TXN
$767M
184 positions
#9Arjuna CapitalPassive
Some overlap · 4 shared positions
$NVS$TJX$APH$BNY
$444M
113 positions
#10Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$NVS$ANET$ADBE$TXN
$336M
107 positions
#11Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$NVS$MO$GD
$10.2B
208 positions
#12Cambridge Financial Group, Inc.Active
Some overlap · 5 shared positions
$TJX$ANET$SYF$COR$TXN
$287M
33 positions
#13FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 5 shared positions
$ANET$TJX$GD$COR$TXN
$1.3B
201 positions
#14KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 4 shared positions
$GLDM$APH$ADBE$PLTR
$134M
103 positions
#15WEDGE CAPITAL MANAGEMENT L L P/NCPassive
Some overlap · 5 shared positions
$APH$ANET$TEL$SYF$TXN
$6.1B
484 positions
#16Purus Wealth Management, LLCPassive
Some overlap · 5 shared positions
$GLDM$ANET$PLTR$ADBE$GD
$363M
171 positions
#17BENJAMIN EDWARDS INCPassive
Some overlap · 4 shared positions
$GLDM$APH$TJX$TXN
$11.0B
1,425 positions
#18NIXON PEABODY TRUST COActive
Some overlap · 4 shared positions
$SHEL$TJX$ANET$GD
$1.4B
177 positions
#19PeakShares LLCActive
Some overlap · 4 shared positions
$MO$TJX$ANET$PLTR
$134.4B
122 positions
#20OAK ASSOCIATES LTD /OH/Active
Some overlap · 4 shared positions
$NVS$APH$ADBE$BNY
$1.8B
139 positions
#21Delta Accumulation, LLCActive
Some overlap · 5 shared positions
$TJX$GD$BNY$COR$MO
$2.5B
156 positions
#22CGN Advisors LLCPassive
Some overlap · 4 shared positions
$TJX$ANET$APH$BNY
$1.4B
322 positions
#23Railway Pension Investments LtdActive
Some overlap · 4 shared positions
$MO$APH$ANET$TXN
$8.0B
102 positions
#24TriCert Investment Counsel Inc.Active
Some overlap · 3 shared positions
$NVS$SHEL$GD
$1.1B
88 positions
#25My Portfolio Guide, LLC
Some overlap · 4 shared positions
$GLDM$MO$ANET$PLTR
$181M
166 positions

Compare Archford Strategies’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 Archford Strategies’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.