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Hedge Funds Similar to HORIZON FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026HORIZON FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

HORIZON FINANCIAL SERVICES, LLC is an institutional investor managing $261M across 646 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 HORIZON FINANCIAL SERVICES are Marotta Asset, Advisory Alpha, Pitcairn Wealth Advisors, with shared positions in $SNPS, $DUK, $NSC, $TFC, $CW, $STT. The full ranking of 25 similar funds is below.

#1Marotta Asset ManagementActive
Notable overlap · 5 shared positions
$SNPS$DUK$NSC$TFC$CW
$601M
103 positions
#2Advisory Alpha, LLCActive
Notable overlap · 3 shared positions
$STT$SNPS$DUK
$4.1B
571 positions
#3Pitcairn Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$STT$LOW$CSX
$913M
281 positions
#4Rodgers & Associates, LTDActive
Notable overlap · 3 shared positions
$STT$LOW$T
$1.1B
108 positions
#5Convergence Financial, LLCPassive
Notable overlap · 3 shared positions
$STT$LOW$DUK
$1.3B
272 positions
#6North Ridge Wealth Advisors, Inc.
Notable overlap · 3 shared positions
$SNPS$T$STT
$178M
193 positions
#7Shore Point Advisors, LLCActive
Notable overlap · 3 shared positions
$SNPS$LOW$T
$292M
77 positions
#8GLOBALT Investments LLC / GAActive
Notable overlap · 3 shared positions
$STT$DUK$T
$3.0B
213 positions
#9EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SNPS$APH$DELL
$9.7B
90 positions
#10CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$STT$APH$LOW$CW
$1.3B
99 positions
#11GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$STT$DUK$T$TFC
$1.2B
383 positions
#12Horizons Wealth Management
Some overlap · 3 shared positions
$STT$LOW$TFC
$152M
170 positions
#13LifeGoal Investments, LLCPassive
Some overlap · 3 shared positions
$STT$SNPS$COF
$218M
155 positions
#14Cannon Wealth Management Services, LLCPassive
Some overlap · 4 shared positions
$DUK$LOW$T$NSC
$183M
99 positions
#15J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$STT$DELL$T
$103M
102 positions
#16Reliant Investment Partners, LLCPassive
Some overlap · 4 shared positions
$DUK$LOW$TFC$CSX
$147M
126 positions
#17Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$DUK$LOW$T$TFC$GPC
$10.2B
208 positions
#18Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$SNPS$DUK$T
$486M
249 positions
#19Persium Advisors, LLCSmart money
Some overlap · 5 shared positions
$DUK$LOW$DELL$AON$T
$153M
69 positions
#20Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$LOW$CSX$TFC
$108M
52 positions
#21FC Advisory LLCActive
Some overlap · 3 shared positions
$SNPS$NSC$CSX
$378M
118 positions
#22Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$LOW$GPC
$797M
110 positions
#23Armor Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DUK$LOW$AON
$312M
155 positions
#24Gibson Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$DUK$NSC$T
$160M
30 positions
#25Timonier Family Office, LTD.Active
Some overlap · 3 shared positions
$DUK$LOW$TFC
$354M
57 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.