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Hedge Funds Similar to Arkfeld Wealth Strategies, L.L.C.

13F Portfolio OverlapQ1 2026Arkfeld Wealth Strategies, L.L.C. portfolio →
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Most similar hedge funds by 13F overlap

Arkfeld Wealth Strategies, L.L.C. is an institutional investor managing $334M across 119 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 Arkfeld Wealth Strategies, L.L.C. are Paragon, Robbins Farley, Measured Risk Portfolios,, with shared positions in $CASY, $TJX, $DVN, $IBM, $BAC, $NEE. The full ranking of 25 similar funds is below.

#1Paragon Capital Management LLCActive
Notable overlap · 5 shared positions
$CASY$TJX$DVN$IBM$BAC
$202M
57 positions
#2Robbins FarleyPassive
Some overlap · 4 shared positions
$TJX$CASY$NEE$IBM
$226M
143 positions
#3Measured Risk Portfolios, Inc.Passive
Some overlap · 5 shared positions
$KMI$SFM$UPS$KHC$VZ
$91M
66 positions
#4PENN DAVIS MCFARLAND INCActive
Some overlap · 6 shared positions
$KMI$SFM$PYPL$UPS$TGT$VZ
$1.0B
75 positions
#5NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 3 shared positions
$TJX$KMI$VZ
$1.5B
105 positions
#6Miller Financial Services LLCPassive
Some overlap · 5 shared positions
$KMI$UPS$PYPL$SHOP$VZ
$91M
120 positions
#7WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$CASY$TJX$SHOP$NEE$HOOD
$225M
71 positions
#8SIR Capital Management, L.P.Passive
Some overlap · 4 shared positions
$CHRD$KMI$DVN$OKE
$1.1B
88 positions
#9Robertson Opportunity Capital, LLCActive
Some overlap · 3 shared positions
$DINO$PYPL$OKE
$260M
30 positions
#10MRP Capital Investments, LLCPassive
Some overlap · 5 shared positions
$KMI$BWXT$KOF$MPC$NEE
$115M
210 positions
#11Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$TJX$NEE$IBM$BAC
$1.2B
263 positions
#12Bath Savings Trust CoActive
Some overlap · 3 shared positions
$TJX$CASY$NEE
$936M
168 positions
#13Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$TJX$MPC$IBM$VZ
$18.1B
151 positions
#14MONETTA FINANCIAL SERVICES INCPassive
Some overlap · 7 shared positions
$TJX$BWXT$IBKR$SHOP$NUE$MPC
$129M
58 positions
#15TCTC Holdings, LLCActive
Some overlap · 4 shared positions
$DINO$NEE$IBM$BAC
$3.5B
220 positions
#16NFJ INVESTMENT GROUP, LLCPassive
Some overlap · 4 shared positions
$DINO$NUE$MPC$NEE
$2.6B
221 positions
#17Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$TJX$TGT$OKE$BAC
$267M
33 positions
#18PINNBROOK CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$TJX$BWXT$DVN
$384M
45 positions
#19Pingora Partners LLCActive
Some overlap · 5 shared positions
$DINO$KHC$KMI$DVN$IBM
$169M
186 positions
#20TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$UPS$KMI$DVN$NEE$VZ
$514M
167 positions
#21Mirova US LLCActive
Some overlap · 3 shared positions
$TJX$SHOP$NEE
$8.8B
42 positions
#22Stony Point Wealth Management Inc.Passive
Some overlap · 4 shared positions
$CHRD$TJX$OKE$BAC
$252M
96 positions
#23Ravenswood Partners LPPassive
Some overlap · 3 shared positions
$TJX$SHOP$HOOD
$271M
35 positions
#24Birch Hill Investment Advisors LLCActive
Some overlap · 3 shared positions
$TJX$NEE$IBM
$2.2B
195 positions
#25R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$KMI$PYPL$OKE$IBM$BAC
$172M
38 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.