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

13F Portfolio OverlapQ3 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 $357M across 121 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 Arkfeld Wealth Strategies, L.L.C. are Paragon, Westview dba Westview Investment Advisors, Measured Risk Portfolios, with shared positions in $CASY, $TJX, $DVN, $UPS, $OKE, $SFM. The full ranking of 25 similar funds is below.

#1Paragon Capital Management LLCActive
Notable overlap · 3 shared positions
$CASY$TJX$DVN
$216M
60 positions
#2Westview Management dba Westview Investment AdvisorsPassive
Notable overlap · 4 shared positions
$CASY$TJX$UPS$OKE
$204M
67 positions
#3Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$SFM$KMI$UPS$KHC$GIS
$94M
64 positions
#4Orographic Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$TJX$KMI$PYPL
$151M
105 positions
#5NFJ INVESTMENT GROUP, LLCPassive
Some overlap · 5 shared positions
$DINO$BWXT$NUE$MPC$NEE
$3.0B
208 positions
#6PENN DAVIS MCFARLAND INCActive
Some overlap · 5 shared positions
$KMI$SFM$PYPL$UPS$TGT
$1.2B
74 positions
#7Robertson Opportunity Capital, LLCActive
Some overlap · 3 shared positions
$DINO$PYPL$OKE
$258M
29 positions
#8Robbins FarleyPassive
Some overlap · 3 shared positions
$TJX$CASY$NEE
$262M
158 positions
#9Pingora Partners LLCActive
Some overlap · 5 shared positions
$DINO$KHC$KMI$DVN$GIS
$171M
182 positions
#10ForthRight Wealth Management, LLCActive
Some overlap · 3 shared positions
$DINO$UPS$MPC
$391M
76 positions
#11Mayar Capital Ltd.Active
Some overlap · 3 shared positions
$TOST$UPS$PYPL
$89M
16 positions
#12WENDELL DAVID ASSOCIATES INCActive
Some overlap · 4 shared positions
$TJX$CASY$MPC$NEE
$947M
155 positions
#13ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CASY$DINO$MPC
$213M
97 positions
#14WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$CASY$TJX$HOOD$NEE$SNOW
$263M
78 positions
#15Bath Savings Trust CoActive
Some overlap · 3 shared positions
$TJX$CASY$NEE
$966M
178 positions
#16LuminArx Capital Management LPActive
Some overlap · 4 shared positions
$TJX$TGT$NEE$SNOW
$224M
90 positions
#17Bank of New HampshirePassive
Some overlap · 3 shared positions
$TJX$CASY$UPS
$463M
527 positions
#18Ravenswood Partners LPActive
Some overlap · 3 shared positions
$TJX$HOOD$SHOP
$313M
36 positions
#19Leibman Financial Services, Inc.Passive
Some overlap · 3 shared positions
$SFM$CASY$TGT
$145M
45 positions
#20Roble, Belko & Company, IncActive
Some overlap · 3 shared positions
$TJX$UPS$OKE
$925M
486 positions
#21ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$KMI$UPS$PPL
1 positions
#22HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TJX$TSCO$NEE
$410M
53 positions
#23PROMETHIUM ADVISORS,LLCPassive
Some overlap · 3 shared positions
$CASY$TJX$UPS
$203M
118 positions
#24VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 4 shared positions
$UPS$CHRD$PPL$OKE
$213M
61 positions
#25Tufton Capital ManagementPassive
Some overlap · 3 shared positions
$TJX$UPS$TGT
$583M
131 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.