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Hedge Funds Similar to Laraway Financial Advisors

13F Portfolio OverlapQ2 2026Laraway Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Laraway Financial Advisors Inc is an institutional investor managing $165M across 140 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 Laraway Financial Advisors are Compass Wealth, CHAPIN DAVIS, American Assets Investment, with shared positions in $SNDK, $WDC, $STT, $LOW, $VLO, $NEE. The full ranking of 25 similar funds is below.

#1Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$SNDK$WDC$STT$LOW
$251M
74 positions
#2CHAPIN DAVIS, INC.Passive
Some overlap · 4 shared positions
$SNDK$WDC$VLO$NEE
$569M
256 positions
#3American Assets Investment Management, LLCActive
Some overlap · 4 shared positions
$SNDK$WDC$STT$COF
$1.7B
146 positions
#4STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 4 shared positions
$SNDK$WDC$NEE$VLO
$417M
213 positions
#5TI-TRUST, INCPassive
Some overlap · 4 shared positions
$SNDK$WDC$NEE$ITW
$186M
132 positions
#6Providence First Trust CoPassive
Some overlap · 5 shared positions
$WDC$SNDK$NEE$VLO$FDX
$358M
196 positions
#7Financial Synergies Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SNDK$WDC$VLO
$1.2B
116 positions
#8CMC Financial GroupActive
Some overlap · 3 shared positions
$SNDK$WDC$TJX
$52M
45 positions
#9Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SNDK$WDC$TJX
$331M
122 positions
#10Bellwether Advisors, LLCPassive
Some overlap · 3 shared positions
$WDC$SNDK$STT
$675M
167 positions
#11Estate Counselors, LLCSmart money
Some overlap · 3 shared positions
$SNDK$WDC$STT
$1.2B
92 positions
#12S&T BANK/PAPassive
Some overlap · 3 shared positions
$SNDK$WDC$COR
$333M
445 positions
#13Fedenia Advisers LLCPassive
Some overlap · 3 shared positions
$SNDK$WDC$STT
$421M
459 positions
#14LifePlan Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$SNDK$WDC$NEE
$291M
131 positions
#15Park Capital Management, LLC / WIPassive
Some overlap · 3 shared positions
$SNDK$WDC$VLO
$170M
161 positions
#16Castle Hook Partners LPSmart money
Some overlap · 3 shared positions
$SNDK$WDC$TMO
$21.8B
71 positions
#17Nearwater Capital Markets, LtdActive
Some overlap · 4 shared positions
$SNDK$PH$TMO$COF
$5.8B
100 positions
#18RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$PH$VLO$TJX$NEE$FDX
$1.1B
90 positions
#19TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 5 shared positions
$VLO$TMO$PH$NEE$LOW
$211M
127 positions
#20SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$SNDK$WDC$STT
$973M
379 positions
#21Fairvoy Private Wealth, LLCPassive
Some overlap · 4 shared positions
$WDC$TJX$STT$NEE
$495M
200 positions
#22BURNEY CO/Active
Some overlap · 5 shared positions
$PH$TJX$STT$COF$COR
$3.7B
605 positions
#23Barden Capital Management, Inc.Passive
Some overlap · 4 shared positions
$STT$PH$VLO$COF
$108M
53 positions
#24FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$STT$PH$TJX$COR
$8.2B
442 positions
#25Range Financial Group LLCPassive
Some overlap · 3 shared positions
$SNDK$WDC$LOW
$366M
206 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.