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Hedge Funds Similar to Argentarii

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

Argentarii, LLC is an institutional investor managing $332M across 213 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 Argentarii are Inspire Investing, FORBES J M & LLP, BRASADA, with shared positions in $APH, $WELL, $PH, $PGR, $PLTR, $KMI. The full ranking of 25 similar funds is below.

#1Inspire Investing, LLCPassive
Some overlap · 7 shared positions
$APH$WELL$PH$PGR$PLTR$KMI
$2.4B
1,266 positions
#2FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$IAU$APH$VZ$ETN$PGR$EMR
$1.3B
159 positions
#3BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$WELL$APH$WMB$HWM$HLT$ETN
$558M
152 positions
#4Comprehensive Money Management Services LLC
Some overlap · 4 shared positions
$IAU$WELL$WMB$KMI
$159M
200 positions
#5Longbow Finance SAPassive
Some overlap · 5 shared positions
$PH$WELL$WMB$HWM$HLT
$782M
59 positions
#6CONGRESS ASSET MANAGEMENT CO /MAPassive
Some overlap · 6 shared positions
$APH$WELL$PH$HWM$WMB$ETN
$16.3B
376 positions
#7REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$APH$WMB
$760M
229 positions
#8Transamerica Financial Advisors, LLC
Some overlap · 6 shared positions
$WELL$WMB$HWM$PH$HLT$ETN
$1.2B
2,188 positions
#9HENDLEY & CO INCActive
Some overlap · 4 shared positions
$PH$APH$HWM$ETN
$283M
47 positions
#10Richard C. Young & CO., LTD.Passive
Some overlap · 5 shared positions
$APH$WMB$KMI$VZ$EMR
$1.4B
101 positions
#11IBEX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$WMB$KMI$APH$HWM$VZ$PLTR
$1.3B
209 positions
#12QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$IAU$APH$ETN$PLTR
$856M
115 positions
#13Mosley Wealth ManagementPassive
Some overlap · 5 shared positions
$IAU$PH$PLTR$WMB$KMI
$314M
781 positions
#14KANAWHA CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$APH$PH$VZ$EMR
$1.5B
228 positions
#15Port Capital LLCActive
Some overlap · 4 shared positions
$PH$APH$ETN$PGR
$2.5B
108 positions
#16Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$PH$PLTR
$490M
134 positions
#17Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$IAU$APH$ETN
$251M
64 positions
#18Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$APH$ETN
$2.8B
151 positions
#19MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$APH$PH$HWM$ETN$PLTR
$582M
170 positions
#20BCWM, LLCPassive
Some overlap · 4 shared positions
$IAU$KMI$VZ$DLR
$342M
57 positions
#21SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive
Some overlap · 5 shared positions
$WELL$WMB$KMI$DLR$MPC
$530M
308 positions
#22BNP PARIBASActive
Some overlap · 4 shared positions
$APH$PH$PGR$EMR
$3.7B
329 positions
#23KEYBANK NATIONAL ASSOCIATION/OHPassive
Some overlap · 4 shared positions
$PH$IAU$APH$EMR
$30.4B
1,310 positions
#24Portfolio Resources Advisor Group, Inc.Active
Some overlap · 3 shared positions
$IAU$WELL$DLR
$118M
150 positions
#25Zimmer Partners, LPActive
Some overlap · 4 shared positions
$WELL$PH$KMI$DLR
$4.3B
121 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.