Hedge Funds Similar to Arete Wealth Advisors

13F Portfolio OverlapQ2 2026Arete Wealth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Arete Wealth Advisors, LLC is an institutional investor managing $3.1B across 511 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 Arete Wealth Advisors are Independent Solutions Wealth, Newbridge Financial Services Group, FLOYD FINANCIAL GROUP, with shared positions in $PLTR, $CRWV, $MCD, $DIS, $AAOI. The full ranking of 18 similar funds is below.

#1Independent Solutions Wealth Management, LLCActive

Some overlap · 3 shared positions

$PLTR $CRWV $MCD

$766M

194 positions

#2Newbridge Financial Services Group, Inc.Passive

Some overlap · 3 shared positions

$PLTR $CRWV $MCD

$808M

1,245 positions

#3FLOYD FINANCIAL GROUP LLCActive

Some overlap · 3 shared positions

$PLTR $CRWV $MCD

$153M

65 positions

#4OpenArc Corporate Advisory, LLCActive

Some overlap · 3 shared positions

$PLTR $DIS $MCD

$8.4B

789 positions

#5Rakuten Securities, Inc.Active

Some overlap · 3 shared positions

$PLTR $AAOI $CRWV

$430M

914 positions

#6Keystone Financial GroupPassive

Slight overlap · 3 shared positions

$PLTR $MCD $DIS

$1.7B

567 positions

#7Clear Street Group Inc.Active

Slight overlap · 3 shared positions

$CRWV $PLTR $AAOI

$39.5B

1,414 positions

#8Gen-Wealth Partners IncPassive

Slight overlap · 3 shared positions

$DIS $PLTR $MCD

$360M

722 positions

#9Edge Wealth Management LLCActive

Slight overlap · 3 shared positions

$DIS $MCD $PLTR

$594M

87 positions

#10FIDUCIARY FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$CRWV $PLTR $MCD

$882M

373 positions

#11Unifi Asset Management LPActive

Slight overlap · 3 shared positions

$DIS $CRWV $MCD

$251M

62 positions

#12LCM Capital Management IncActive

Slight overlap · 3 shared positions

$PLTR $MCD $DIS

$230M

129 positions

#13Bradley & Co. Private Wealth Management, LLCActive

Slight overlap · 3 shared positions

$DIS $PLTR $MCD

$210M

221 positions

#14ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive

Slight overlap · 3 shared positions

$PLTR $MCD $DIS

$225.4B

1,887 positions

#15Volterra Technologies LPPassive

Slight overlap · 3 shared positions

$PLTR $DIS $MCD

$694M

303 positions

#16Prudent Man Investment Management, Inc.Smart money

Slight overlap · 3 shared positions

$DIS $MCD $PLTR

$293M

169 positions

#17Synergy Investment Management, LLCPassive

Slight overlap · 3 shared positions

$MCD $DIS $PLTR

$413M

1,086 positions

#18LAM GROUP, INC.Active

Slight overlap · 3 shared positions

$PLTR $DIS $MCD

$201M

139 positions

Compare Arete Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Arete Wealth Advisors’s holdings

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.