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 Arcus Partners,

13F Portfolio OverlapQ1 2026Arcus Partners, portfolio →

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Most similar hedge funds by 13F overlap

Arcus Capital Partners, LLC is an institutional investor managing $278M across 121 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 Arcus Partners, are DKM Wealth ,, TrueWealth Advisors,, NewCorp Financial Services,, with shared positions in $GRWG, $BAH, $LEN, $UPST, $HUM, $GLDM. The full ranking of 25 similar funds is below.

#1DKM Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$GRWG $BAH $LEN

$139M

77 positions

#2TrueWealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$GRWG $BAH $UPST $HUM

$398M

233 positions

#3NewCorp Financial Services, Inc.Active

Notable overlap · 3 shared positions

$BAH $LEN $HUM

$115M

50 positions

#4OakTrust Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$BAH $GLDM $HUM

$110M

68 positions

#5LifeGoal Investments, LLCPassive

Some overlap · 3 shared positions

$BAH $GLDM $HUM

$175M

112 positions

#6Capital Advantage, Inc.Active

Some overlap · 3 shared positions

$BAH $WDAY $HUM

$765M

145 positions

#7Financial Council, LLCActive

Some overlap · 3 shared positions

$EPAM $LEN $KO

$259M

101 positions

#8Carson Advisory Inc.Passive

Some overlap · 3 shared positions

$BAH $KO $HUM

$193M

188 positions

#9RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Some overlap · 3 shared positions

$GRWG $UPST $SIVR

$350M

53 positions

#10Winch Advisory Services, LLCActive

Some overlap · 3 shared positions

$BAH $KO $UPST

$438M

530 positions

#11Catherine Avery Investment Management LLCPassive

Some overlap · 3 shared positions

$KO $LEN $TFC

$223M

109 positions

#12WHI TRUST Co LLCSmart money

Some overlap · 3 shared positions

$EPAM $LEN $HUM

$133M

88 positions

#13GM Advisory Group, LLCActive

Some overlap · 3 shared positions

$EPAM $LEN $HUM

$2.6B

374 positions

#14THEORY FINANCIAL LLCPassive

Some overlap · 3 shared positions

$GRWG $LEN $GLDM

$285M

94 positions

#15GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 3 shared positions

$BAH $GLDM $HUM

$5.5B

999 positions

#16SVRN Asset Management, LLCActive

Some overlap · 3 shared positions

$BAH $GLDM $HUM

$103M

37 positions

#17LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$LEN $GRWG $KO

$279M

80 positions

#18Pitcairn Wealth Advisors LLCActive

Some overlap · 3 shared positions

$EPAM $LEN $GLDM

$1.1B

271 positions

#19BlueStem Wealth Partners, LLCActive

Some overlap · 3 shared positions

$BAH $LEN $HUM

$900M

124 positions

#20Hegarty Advisors, LLCActive

Some overlap · 4 shared positions

$GLDM $SIVR $UPST $HUM

$127M

57 positions

#21WEST PACES ADVISORS INC.Active

Some overlap · 4 shared positions

$KO $EPAM $LEN $HUM

$516M

197 positions

#22Beacon Financial Advisory LLCPassive

Some overlap · 3 shared positions

$BAH $KO $HUM

$443M

402 positions

#23HANOVER ADVISORS INCActive

Some overlap · 3 shared positions

$EPAM $KO $HUM

$246M

118 positions

#24Red Tortoise LLCPassive

Some overlap · 4 shared positions

$LEN $SIVR $UPST $HUM

$240M

591 positions

#25Copley Financial Group, Inc.Active

Some overlap · 3 shared positions

$GLDM $SIVR $KO

$166M

115 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.