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 Arlington Financial Advisors,

13F Portfolio OverlapQ1 2026Arlington Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Arlington Financial Advisors, LLC is an institutional investor managing $702M across 95 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 Financial Advisors, are Abacus Planning Group,, OXFORD FINANCIAL GROUP, LTD., FMB WEALTH, with shared positions in $DKNG, $AMN, $SNOW, $ISRG, $AMGN, $NKE. The full ranking of 25 similar funds is below.

#1Abacus Planning Group, Inc.Active

Notable overlap · 3 shared positions

$DKNG $AMN $SNOW

$743M

264 positions

#2OXFORD FINANCIAL GROUP, LTD. LLCActive

Notable overlap · 3 shared positions

$DKNG $AMN $ISRG

$1.9B

302 positions

#3FMB WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$AMN $AMGN $NKE

$242M

73 positions

#4Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$AMN $DE $NKE

$119M

51 positions

#5Trace Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $DE $NKE $DIS

$133M

66 positions

#6McCartney Wealth Management LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $NU $SNOW

$119M

65 positions

#7Orion Capital Management LLCPassive

Notable overlap · 3 shared positions

$DKNG $AMN $ISRG

$290M

485 positions

#8POINCIANA ADVISORS GROUP, LLCPassive

Notable overlap · 5 shared positions

$AMN $NKE $GILD $SNOW $ILMN

$127M

130 positions

#9Meritas Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $DIS $CRM

$221M

60 positions

#10Kondo Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$AMN $NKE $DIS $SNOW

$266M

69 positions

#11KEB ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $DE

$522M

97 positions

#12COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $CB

$97M

56 positions

#13Shotwell Rutter Baer IncActive

Notable overlap · 3 shared positions

$AMN $NKE $NU

$170M

38 positions

#14COWA, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $AMGN $ALPS

$371M

158 positions

#15Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 5 shared positions

$AMN $NKE $SNOW $DE $DIS

$931M

518 positions

#16Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 4 shared positions

$AMN $NKE $GILD $SNOW

$718M

278 positions

#17Pacific Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $SBUX

$179M

70 positions

#18Fonville Wealth Management LLCPassive

Notable overlap · 4 shared positions

$AMN $NKE $SNOW $DKNG

$525M

138 positions

#19RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $SBUX

$296M

80 positions

#20CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 4 shared positions

$AMN $NKE $DIS $STX

$334M

70 positions

#21SPWM Advisors LLCPassive

Notable overlap · 3 shared positions

$AMN $SBUX $DIS

$115M

93 positions

#22Financial Futures Ltd Liability Co.Active

Notable overlap · 3 shared positions

$AMN $NKE $SNOW

$228M

72 positions

#23Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $SNOW

$1.5B

686 positions

#24Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$AMN $NKE $SNOW

$233M

676 positions

#25EnRich Financial Partners LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $SNOW

$377M

64 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.