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 Arnhold

13F Portfolio OverlapQ1 2026Arnhold portfolio →

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Most similar hedge funds by 13F overlap

Arnhold LLC is an institutional investor managing $1.4B across 118 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 Arnhold are Beacon Harbor Wealth Advisors,, BERKSHIRE, Markin Volterra Fund, with shared positions in $LITE, $IAU, $PFE, $VRT, $VZ, $UNH. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 7 shared positions

$LITE $IAU $PFE $VRT $VZ $UNH

$477M

70 positions

#2BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 4 shared positions

$LITE $COHR $VRT $MRVL

$277M

114 positions

#3Markin Volterra Fund LPActive

Notable overlap · 4 shared positions

$LITE $COHR $VRT $MRVL

$65M

34 positions

#4BCWM, LLCPassive

Notable overlap · 5 shared positions

$IAU $PFE $BMY $VZ $SONY

$353M

57 positions

#5Rachor Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$IAU $BAC $PFE

$190M

464 positions

#6LifePlan Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $VZ $PYPL

$135M

83 positions

#7Rather & Kittrell, Inc.Active

Notable overlap · 3 shared positions

$IAU $BAC $VZ

$648M

113 positions

#8Proficio Capital Partners LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $UBER

$1.9B

248 positions

#9Goldstream Capital Management LtdActive

Notable overlap · 3 shared positions

$LITE $COHR $VRT

$120M

30 positions

#10VMS Asset Management LimitedActive

Notable overlap · 3 shared positions

$LITE $COHR $VRT

$164M

23 positions

#11Game Creek Capital, LPPassive

Notable overlap · 7 shared positions

$VRT $XPO $UBER $PFE $GM $VZ

$301M

93 positions

#12GenWealth Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $T $VZ $PFE

$584M

85 positions

#13Signet Investment Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $PFE $UNH $ADBE

$218M

69 positions

#14PINNEY & SCOFIELD, INC.Active

Notable overlap · 3 shared positions

$IAU $T $PFE

$185M

243 positions

#15Biltmore Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $BAC $SLV

$716M

325 positions

#16Zweig-DiMenna Associates LLCPassive

Notable overlap · 3 shared positions

$LITE $COHR $VRT

$722M

61 positions

#17ANDERSON HOAGLAND & COPassive

Notable overlap · 4 shared positions

$IAU $BAC $GM $UBER

$1.2B

136 positions

#18Griffith & Werner, Inc.Active

Notable overlap · 6 shared positions

$T $PFE $VZ $MRVL $UNH $BAC

$202M

72 positions

#19JACKSON SQUARE CAPITAL, LLCPassive

Notable overlap · 4 shared positions

$LITE $COHR $VRT $BMY

$477M

129 positions

#20DEEPWATER ASSET MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$VRT $COHR $UBER $MRVL

$158M

39 positions

#21UG Investment Advisers Ltd.Active

Notable overlap · 3 shared positions

$LITE $COHR $BABA

$148M

15 positions

#22CloudAlpha Capital Management Limited/Hong KongActive

Notable overlap · 3 shared positions

$LITE $COHR $MRVL

$2.9B

56 positions

#23Blue Whale Capital LLPActive

Notable overlap · 3 shared positions

$LITE $VRT $UBER

$2.1B

26 positions

#24FORBES J M & CO LLPActive

Notable overlap · 3 shared positions

$IAU $VZ $BAC

$1.2B

150 positions

#25Nan Shan Life Insurance Co., Ltd.Active

Notable overlap · 7 shared positions

$PFE $BMY $VZ $MRVL $UNH $BAC

$2.8B

87 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.