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 Arkadios Wealth Advisors

13F Portfolio OverlapQ1 2026Arkadios Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Arkadios Wealth Advisors is an institutional investor managing $6.1B across 1,694 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 Arkadios Wealth Advisors are Centurion Wealth, Etesian Wealth Advisors,, Seek First, with shared positions in $WT, $SNOW, $AGQ, $KKR, $MS, $FCFS. The full ranking of 25 similar funds is below.

#1Centurion Wealth Management LLCPassive

Some overlap · 5 shared positions

$WT $SNOW $AGQ $KKR $MS

$444M

316 positions

#2Etesian Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $SNOW $KKR $FCFS

$313M

138 positions

#3Seek First Inc.Active

Some overlap · 4 shared positions

$WT $SNOW $KKR $LRCX

$142M

58 positions

#4Centennial Bank/AR/Passive

Some overlap · 5 shared positions

$WT $SNOW $AGQ $LRCX $SO

$279M

323 positions

#5Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$WT $SNOW $AGQ $PLTR

$296M

109 positions

#6MBA Advisors LLCPassive

Some overlap · 4 shared positions

$WT $SNOW $AGQ $KKR

$260M

146 positions

#7Eagle Strategies LLCPassive

Some overlap · 4 shared positions

$WT $SNOW $KKR $MS

$837M

258 positions

#8OMNI 360 Wealth, Inc.Passive

Some overlap · 4 shared positions

$WT $SNOW $KKR $MS

$194M

125 positions

#9MidAtlantic Capital Management, Inc.Passive

Some overlap · 4 shared positions

$WT $SNOW $KKR $MS

$145M

84 positions

#10Bay Capital Advisors, LLCActive

Some overlap · 4 shared positions

$WT $SNOW $KKR $MS

$162M

107 positions

#11Goldstone Financial Group, LLCPassive

Some overlap · 5 shared positions

$WT $KKR $AGQ $FCFS $MS

$922M

228 positions

#12Lionsbridge Wealth Management LLCPassive

Some overlap · 4 shared positions

$WT $SNOW $AGQ $FSCO

$99M

59 positions

#13Glen Eagle Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $KKR $AGQ $LRCX $MS

$714M

1,021 positions

#14Avidian Wealth Solutions, LLCActive

Some overlap · 5 shared positions

$WT $SNOW $AGQ $MS $LRCX

$3.2B

676 positions

#15UPTICK PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $SNOW $KKR $MS

$502M

293 positions

#16Ballast Rock Private Wealth LLCPassive

Some overlap · 4 shared positions

$WT $SNOW $KKR $LRCX

$181M

177 positions

#17Systelligence, LLCPassive

Some overlap · 4 shared positions

$WT $SNOW $FSCO $MS

$514M

56 positions

#18Darrow Company, Inc.Active

Some overlap · 3 shared positions

$WT $SNOW $KKR

$222M

56 positions

#19Milestone Investment Advisors LLCActive

Some overlap · 3 shared positions

$WT $SNOW $KKR

$414M

139 positions

#20Allen Capital Group, LLCPassive

Some overlap · 3 shared positions

$WT $SNOW $KKR

$1.1B

284 positions

#21Reality Financial Planning Services, LLCSmart money

Some overlap · 3 shared positions

$WT $SNOW $KKR

$104M

20 positions

#22National Wealth Management Group, LLCPassive

Some overlap · 4 shared positions

$WT $SNOW $PLTR $LRCX

$269M

215 positions

#23Provident Wealth Management, LLCActive

Some overlap · 4 shared positions

$WT $SNOW $MS $AGQ

$331M

134 positions

#24Concord Wealth PartnersPassive

Some overlap · 5 shared positions

$WT $AGQ $LRCX $SO $MS

$770M

207 positions

#25Concord Asset Management, LLC/VAActive

Some overlap · 5 shared positions

$WT $AGQ $LRCX $SO $MS

$592M

117 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.