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Hedge Funds Similar to AR ASSET

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

AR ASSET MANAGEMENT INC is an institutional investor managing $546M across 122 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 AR ASSET are TrueMark Investments, Vigil Wealth, HUTNER, with shared positions in $PM, $MO, $PEP, $KMI, $VZ, $TXN. The full ranking of 25 similar funds is below.

#1TrueMark Investments, LLCPassive
Notable overlap · 8 shared positions
$PM$MO$PEP$KMI$VZ$TXN
$798M
187 positions
#2Vigil Wealth Management, LLCActive
Notable overlap · 5 shared positions
$PM$KMI$MO$GM$PEP
$140M
81 positions
#3HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 5 shared positions
$PM$MO$EPD$CB$PEP
$252M
43 positions
#4TECTONIC ADVISORS LLCPassive
Notable overlap · 7 shared positions
$IRM$MO$EPD$ET$PEP$VZ
$2.2B
277 positions
#5Measured Risk Portfolios, Inc.Active
Notable overlap · 7 shared positions
$PM$KMI$MO$VZ$TXN$DLR
$94M
64 positions
#6Optimist Retirement Group LLCActive
Notable overlap · 8 shared positions
$PM$MO$EPD$PEP$BMY$VZ
$259M
118 positions
#7FAYEZ SAROFIM & COActive
Notable overlap · 6 shared positions
$PM$EPD$CB$TXN$ASML$MO
$42.5B
300 positions
#8Coston, McIsaac & PartnersPassive
Notable overlap · 6 shared positions
$PM$MO$PEP$VZ$TXN$GIS
$497M
948 positions
#9GQG Partners LLCActive
Notable overlap · 5 shared positions
$PM$MO$CB$VZ$BTI
$53.8B
102 positions
#10Adams Asset Advisors, LLCActive
Some overlap · 8 shared positions
$MO$EPD$ET$BMY$VZ$PEP
$984M
94 positions
#11Carolina Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$PM$MO$PEP$BMY$VZ$TXN
$263M
373 positions
#12Weinberger Asset Management, IncActive
Some overlap · 4 shared positions
$PM$KMI$MO$EPD
$312M
101 positions
#13OPAL CAPITAL LLCPassive
Some overlap · 6 shared positions
$PM$MO$PEP$VZ$ASML$BTI
$560M
136 positions
#14FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 6 shared positions
$IRM$KMI$BMY$VZ$TXN$ASML
$202M
327 positions
#15Ellenbecker Investment GroupSmart money
Some overlap · 4 shared positions
$PM$MO$EPD$PEP
$860M
149 positions
#16Kennon-Green & Company, LLCActive
Some overlap · 4 shared positions
$PM$MO$PEP$BTI
$131M
42 positions
#17AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PM$MO$PEP$BTI
$745M
184 positions
#18Investmark Advisory Group LLCPassive
Some overlap · 4 shared positions
$PM$MO$PEP$GIS
$263M
148 positions
#19RAHLFS CAPITAL, LLCPassive
Some overlap · 8 shared positions
$PM$PEP$ET$BMY$VZ$TXN
$150M
89 positions
#20Smith Partners Wealth Management, LLCActive
Some overlap · 3 shared positions
$PM$L$MO
$126M
73 positions
#21BCWM, LLCPassive
Some overlap · 7 shared positions
$KMI$MO$PEP$BMY$VZ$DLR
$342M
57 positions
#22CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$PM$MO$VZ$TXN
$171M
71 positions
#23BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$PM$MO$CB$KMI$VZ
$504M
136 positions
#24Keystone Financial Planning, Inc.Active
Some overlap · 6 shared positions
$PM$MO$BMY$VZ$PFE$BTI
$404M
39 positions
#25HF Advisory Group, LLCPassive
Some overlap · 7 shared positions
$PM$MO$PEP$VZ$TXN$BTI
$336M
174 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.