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Hedge Funds Similar to Arlington Financial Advisors

13F Portfolio OverlapQ3 2026Arlington Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Arlington Financial Advisors, LLC is an institutional investor managing $796M across 112 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Arlington Financial Advisors are DB Fitzpatrick, FinArc Investments, Bellevue Group AG, with shared positions in $CB, $SBUX, $DE, $AMGN, $CRM, $DIS. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Notable overlap · 5 shared positions
$CB$SBUX$DE$AMGN$CRM
$121M
100 positions
#2FinArc Investments, Inc.Active
Notable overlap · 4 shared positions
$AMGN$SBUX$DIS$CRM
$113M
58 positions
#3Bellevue Group AGActive
Notable overlap · 4 shared positions
$AMGN$GILD$ISRG$IDXX
$4.8B
148 positions
#4Wilkinson Global Asset Management LLCActive
Notable overlap · 3 shared positions
$AMGN$DE$DIS
$1.3B
62 positions
#5CapitalatWork S.A.Active
Notable overlap · 5 shared positions
$BLK$CB$CRM$DE$DIS
$4.0B
93 positions
#6IAT REINSURANCE CO LTD.Active
Notable overlap · 4 shared positions
$AMGN$DIS$NKE$GLW
$167M
77 positions
#7WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 8 shared positions
$BLK$CRM$DIS$NKE$STX$DE
$1.3B
73 positions
#8BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$AMGN$ISRG$BLK$ASML
$247M
74 positions
#9Ball & Co Wealth Management Inc.Active
Notable overlap · 3 shared positions
$AMGN$GILD$SBUX
$141M
74 positions
#10Investment Research & Advisory Group, Inc.Active
Notable overlap · 6 shared positions
$BLK$CB$SBUX$CRM$ISRG$ASML
$337M
333 positions
#11VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 4 shared positions
$CB$BLK$AMGN$KMI
$203M
58 positions
#12VAN STRUM & TOWNE INC.Passive
Notable overlap · 3 shared positions
$AMGN$DIS$CRM
$367M
111 positions
#13Cohen Investment Advisors LLCPassive
Notable overlap · 6 shared positions
$CB$AMGN$SBUX$DIS$CRM$KMI
$233M
81 positions
#14Hamrick Investment Counsel, llcPassive
Notable overlap · 3 shared positions
$AMGN$SBUX$NKE
$151M
184 positions
#15Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 3 shared positions
$AMGN$DE$GLW
$214M
33 positions
#16Hofer & Associates. IncActive
Some overlap · 3 shared positions
$AMGN$SBUX$GILD
$143M
78 positions
#17R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$AMGN$SBUX$KMI
$142M
39 positions
#18Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$SBUX$DE$AMGN$BLK$NKE
$149M
116 positions
#19McGinn Penninger Investment Management, Inc.Active
Some overlap · 4 shared positions
$SBUX$DIS$CRM$NKE
$164M
38 positions
#20BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$BLK$CB$AMGN$SBUX
$346M
113 positions
#21Navalign, LLCActive
Some overlap · 4 shared positions
$AMGN$BLK$SBUX$CRM
$429M
132 positions
#22MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$DE$CRM$ISRG$ASML
$446M
84 positions
#23Pinnacle West Asset Management, Inc.Passive
Some overlap · 6 shared positions
$AMGN$BLK$DE$DIS$STX$KMI
$145M
104 positions
#24Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$DIS$SBUX$AMGN$STX$ASML
$158M
78 positions
#25Platform Wealth Management, LLCActive
Some overlap · 6 shared positions
$BLK$CRM$NKE$SBUX$DE$GLW
$273M
57 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.