13F Pro

Hedge Funds Similar to ARVEST INVESTMENTS,

13F Portfolio OverlapQ1 2026ARVEST INVESTMENTS, portfolio →
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Most similar hedge funds by 13F overlap

ARVEST INVESTMENTS, INC. is an institutional investor managing $827M across 255 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ARVEST INVESTMENTS, are Ifrah Financial Services,, Financial Enhancement Group, 1 NORTH WEALTH SERVICES, with shared positions in $JHG, $UNIT, $SE, $OKTA, $OKE, $MU. The full ranking of 25 similar funds is below.

#1Ifrah Financial Services, Inc.Passive
Notable overlap · 6 shared positions
$JHG$UNIT$SE$OKTA$OKE$MU
$378M
200 positions
#2Financial Enhancement Group LLCPassive
Notable overlap · 6 shared positions
$JHG$FND$GSAT$USB$PANW$UNIT
$807M
135 positions
#31 NORTH WEALTH SERVICES LLCPassive
Notable overlap · 7 shared positions
$JHG$USB$GSAT$OKTA$DIA$OKE
$277M
270 positions
#4INSPIRION WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$JHG$UNIT$FND
$803M
181 positions
#5IVC Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$JHG$UNIT$USB$LNG$TFC
$230M
173 positions
#6Divergent Planning, LLC
Some overlap · 3 shared positions
$JHG$MDY$USB
$392M
36 positions
#7Petix & Botte CoPassive
Some overlap · 5 shared positions
$JHG$FND$USB$UNIT$MDY
$449M
137 positions
#8Clearwater Capital Advisors, LLCActive
Some overlap · 4 shared positions
$JHG$USB$GSAT$SE
$1.2B
177 positions
#9Dynamic Financial GroupActive
Some overlap · 3 shared positions
$JHG$UNIT$SE
$122M
69 positions
#10Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 4 shared positions
$JHG$MDY$AMD$TRV
$407M
601 positions
#11TPG Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$JHG$USB$GSAT$UPST
$307M
76 positions
#12BLUELINE ADVISORS LLCActive
Some overlap · 6 shared positions
$JHG$MDY$SE$USB$UPST$TRV
$129M
217 positions
#13Flaharty Asset Management, LLCActive
Some overlap · 3 shared positions
$JHG$FND$MU
$806M
133 positions
#14Richmond Investment Services, LLCPassive
Some overlap · 4 shared positions
$JHG$USB$SE$GSAT
$619M
255 positions
#15HIGHLINE WEALTH PARTNERS LLCPassive
Some overlap · 4 shared positions
$JHG$SE$AMD$DIA
$392M
1,298 positions
#16PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$JHG$SE$DIA
$118M
70 positions
#17Seed Wealth Management, Inc.Active
Some overlap · 4 shared positions
$JHG$GSAT$UNIT$OKE
$145M
98 positions
#18Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$JHG$USB$PANW$AMD
$192M
70 positions
#19WT Wealth ManagementPassive
Some overlap · 3 shared positions
$JHG$GSAT$USB
$336M
138 positions
#20Miller Global Investments, LLCPassive
Some overlap · 4 shared positions
$JHG$GSAT$OKE$AMD
$121M
295 positions
#21VIAWEALTH, LLCPassive
Some overlap · 3 shared positions
$JHG$USB$PANW
$180M
159 positions
#224WEALTH ADVISORS, INC.Passive
Some overlap · 5 shared positions
$JHG$SE$USB$UPST$OKE
$117M
142 positions
#23Beaumont Asset Management, L.L.C.Active
Some overlap · 3 shared positions
$JHG$UNIT$OKE
$222M
76 positions
#24NOTTINGHAM ADVISORS, INC.Active
Some overlap · 5 shared positions
$JHG$GSAT$USB$DIA$UNIT
$777M
112 positions
#25Lionshead Wealth Management, LLCPassive
Some overlap · 4 shared positions
$JHG$UPST$AMD$PEG
$136M
108 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.