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Hedge Funds Similar to Arlington Partners

13F Portfolio OverlapQ1 2026Arlington Partners portfolio →
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Most similar hedge funds by 13F overlap

Arlington Partners LLC is an institutional investor managing $55M across 64 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 Arlington Partners are MASTER'S WEALTH, Strata Wealth Advisors,, Drum Hill ,, with shared positions in $UPST, $AJG, $KO, $PM, $TMO, $NVS. The full ranking of 25 similar funds is below.

#1MASTER'S WEALTH MANAGEMENT INC.Active
Substantial overlap · 3 shared positions
$UPST$AJG$KO
$295M
82 positions
#2Strata Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$UPST$KO$PM
$365M
87 positions
#3Drum Hill Capital, LLCActive
Notable overlap · 4 shared positions
$UPST$PM$TMO$KO
$109M
46 positions
#4PRESILIUM PRIVATE WEALTH, LLCActive
Notable overlap · 4 shared positions
$UPST$NVS$DIS$PM
$567M
75 positions
#5O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 4 shared positions
$UPST$KO$PM$GSK
$124M
55 positions
#6Cravens & Co Advisors, LLCActive
Notable overlap · 5 shared positions
$UPST$SBUX$GSK$PM$NVO
$154M
64 positions
#7ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 3 shared positions
$UPST$CTVA$TMO
$370M
119 positions
#8ORSER CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$UPST$KO$ZTS
$153M
46 positions
#9AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$UPST$DIS$ACN
$445M
77 positions
#10Alta Advisers LtdActive
Notable overlap · 3 shared positions
$UPST$KO$PM
$276M
206 positions
#11McLean Asset Management CorpActive
Notable overlap · 3 shared positions
$UPST$AJG$CTVA
$572M
165 positions
#12TrueWealth Financial PartnersActive
Notable overlap · 3 shared positions
$UPST$SBUX$NVS
$251M
66 positions
#13PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 5 shared positions
$UPST$BMY$NVS$NWS$ICE
$2.7B
174 positions
#14American Money Management, LLCActive
Notable overlap · 3 shared positions
$UPST$PM$ICE
$632M
168 positions
#15Winch Advisory Services, LLCActive
Notable overlap · 4 shared positions
$UPST$KO$DIS$EBAY
$438M
530 positions
#16Beacon Financial Strategies CORPActive
Some overlap · 4 shared positions
$UPST$GSK$KO$HLN
$176M
177 positions
#17Independent Franchise Partners LLPActive
Some overlap · 15 shared positions
$EL$RYAN$TRU$WMG$SOLV$Z
$14.3B
26 positions
#18Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$UPST$PM$KO
$234M
72 positions
#19Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$UPST$AJG$CTVA
$279M
141 positions
#20Triad Investment ManagementPassive
Some overlap · 3 shared positions
$UPST$IT$DIS
$271M
51 positions
#21Cypress Capital, LLCActive
Some overlap · 3 shared positions
$UPST$SBUX$BMY
$351M
95 positions
#22Aegis Wealth Management LLCPassive
Some overlap · 3 shared positions
$UPST$PM$GSK
$175M
118 positions
#23Westerkirk Capital Inc.Active
Some overlap · 3 shared positions
$UPST$TMO$ZTS
$929M
208 positions
#24STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UPST$DIS$CTVA
$547M
180 positions
#25Edge Financial Advisors LLC
Some overlap · 3 shared positions
$UPST$SOLV$ACN
$238M
135 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.