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Hedge Funds Similar to Archvest Wealth Advisors

13F Portfolio OverlapQ2 2026Archvest Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Archvest Wealth Advisors, Inc. is an institutional investor managing $173M across 73 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 Archvest Wealth Advisors are Harrington Investments, FELL, with shared positions in $MRSH, $SBUX, $AMGN, $BITB. The full ranking of 2 similar funds is below.

#1Harrington Investments, INCPassive
Slight overlap · 3 shared positions
$MRSH$SBUX$AMGN
$206M
82 positions
#2FELL CAPITAL MANAGEMENT /ADVPassive
Slight overlap · 3 shared positions
$BITB$SBUX$AMGN
$119M
96 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.