How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Arete Wealth Advisors,

13F Portfolio OverlapQ1 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 $1.3B across 329 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 Arete Wealth Advisors, are Navis Wealth Advisors,, Welch Group,, 4WEALTH ADVISORS,, with shared positions in $OKE, $AGQ, $TYG, $HUM, $SFBS, $MCD. The full ranking of 25 similar funds is below.

#1Navis Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$OKE $AGQ $TYG $HUM

$196M

175 positions

#2Welch Group, LLCPassive

Some overlap · 3 shared positions

$SFBS $MCD $IBM

$2.7B

310 positions

#34WEALTH ADVISORS, INC.Passive

Some overlap · 3 shared positions

$OKE $AGQ $MCD

$117M

142 positions

#4AFG FIDUCIARY SERVICES LIMITED PARTNERSHIPActive

Some overlap · 3 shared positions

$OKE $AGQ $SLV

$171M

92 positions

#5Main Street Group, LTDActive

Some overlap · 3 shared positions

$OKE $AGQ $IBM

$340M

865 positions

#6Cypress Capital, LLCActive

Some overlap · 4 shared positions

$AGQ $MCD $OKE $IBM

$351M

95 positions

#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$OKE $MCD $IBM

$220M

148 positions

#8Fairvoy Private Wealth, LLCPassive

Some overlap · 3 shared positions

$OKE $MCD $IBM

$419M

201 positions

#9Catherine Avery Investment Management LLCPassive

Some overlap · 3 shared positions

$OKE $MCD $IBM

$223M

109 positions

#10Clark Wealth PartnersActive

Some overlap · 3 shared positions

$OKE $MCD $IBM

$149M

604 positions

#11Leelyn Smith, LLCPassive

Some overlap · 3 shared positions

$OKE $MCD $ADSK

$713M

154 positions

#12Olistico Wealth, LLCPassive

Some overlap · 3 shared positions

$OKE $MCD $IBM

$203M

341 positions

#13Andrew Hill Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$OKE $FHN $IBM

$112M

54 positions

#14City Center Advisors, LLCPassive

Some overlap · 3 shared positions

$OKE $FSCO $AGQ

$108M

155 positions

#15Miramar Capital, LLCPassive

Some overlap · 3 shared positions

$OKE $MCD $HUM

$449M

56 positions

#16Pathway Financial Advisers, LLCPassive

Some overlap · 4 shared positions

$OKE $MCD $IBM $HUM

$354M

164 positions

#17Acorn Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$OKE $SLV $IBM $HUM

$343M

264 positions

#18Wolfstich Capital, LLCActive

Some overlap · 3 shared positions

$OKE $IBM $HUM

$114M

45 positions

#19Pinnacle Holdings, LLCPassive

Some overlap · 3 shared positions

$OKE $MCD $IBM

$309M

233 positions

#20Onyx Bridge Wealth Group LLCPassive

Some overlap · 3 shared positions

$OKE $AGQ $HUM

$930M

373 positions

#21Innovative Wealth Building LLCActive

Some overlap · 4 shared positions

$OKE $HUM $MCD $AGQ

$142M

70 positions

#22Arlington Trust Co LLCActive

Some overlap · 3 shared positions

$SFBS $AGQ $HUM

$1.1B

844 positions

#23Iron Financial, LLCPassive

Some overlap · 3 shared positions

$OKE $ADSK $HUM

$229M

145 positions

#24IAG Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$OKE $SLV $HUM

$896M

509 positions

#25BOS Asset Management, LLCPassive

Some overlap · 3 shared positions

$OKE $SLV $HUM

$392M

200 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.