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Hedge Funds Similar to Mine & Arao Wealth Creation

13F Portfolio OverlapQ2 2026Mine & Arao Wealth Creation portfolio →
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Most similar hedge funds by 13F overlap

Mine & Arao Wealth Creation & Management, LLC. is an institutional investor managing $276M across 78 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Mine & Arao Wealth Creation are RB, Richwood Investment Advisors, Estabrook, with shared positions in $WFC, $WM, $NOC, $AXP, $SBUX, $NSC. The full ranking of 25 similar funds is below.

#1RB Capital Management, LLCPassive
Slight overlap · 5 shared positions
$WFC$WM$NOC$AXP$SBUX
$513M
204 positions
#2Richwood Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$WFC$WM$NOC$AXP
$142M
106 positions
#3Estabrook Capital ManagementPassive
Slight overlap · 4 shared positions
$WFC$NOC$NSC$VZ
$739M
344 positions
#4CONNORS INVESTOR SERVICES INCPassive
Slight overlap · 4 shared positions
$WFC$WM$VZ$AXP
$1.2B
153 positions
#5Neumann Capital Management, LLCActive
Slight overlap · 4 shared positions
$WFC$NOC$DIS$MAR
$151M
58 positions
#6GILPIN WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$WFC$WM$DIS
$145M
1,064 positions
#7Providence Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$WFC$WM$DIS
$660M
385 positions
#8Pflug Koory, LLCPassive
Slight overlap · 6 shared positions
$WFC$NOC$NSC$VZ$AXP$CSX
$250M
426 positions
#9SHRIER WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$WFC$WM$VZ
$296M
134 positions
#10Galvin, Gaustad & Stein, LLCPassive
Slight overlap · 3 shared positions
$WFC$WM$AXP
$1.4B
262 positions
#11VSM Wealth Advisory, LLCActive
Slight overlap · 3 shared positions
$WFC$WM$CSX
$376M
507 positions
#12SHAYNE & JACOBS, LLCActive
Slight overlap · 4 shared positions
$WFC$NSC$DIS$AXP
$337M
101 positions
#13DCM Advisors, LLCActive
Slight overlap · 5 shared positions
$WFC$DIS$VZ$AXP$CSX
$253M
38 positions
#14InvesTrustPassive
Slight overlap · 5 shared positions
$WFC$DIS$VZ$AXP$SBUX
$260M
95 positions
#15ECLECTIC ASSOCIATES INC /ADVActive
Slight overlap · 3 shared positions
$WFC$NOC$DIS
$878M
162 positions
#16Marotta Asset ManagementActive
Slight overlap · 3 shared positions
$WFC$NSC$DIS
$601M
103 positions
#17Chesley Taft & Associates LLCActive
Slight overlap · 4 shared positions
$WFC$WM$DIS$AXP
$2.6B
369 positions
#18Campion Asset ManagementActive
Slight overlap · 4 shared positions
$WFC$NOC$NSC$VZ
$164M
83 positions
#19Prudent Man Investment Management, Inc.Smart money
Slight overlap · 4 shared positions
$WFC$WM$DIS$AXP
$293M
169 positions
#20BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Slight overlap · 3 shared positions
$WFC$WM$NSC
$2.5B
270 positions
#21Cohen Investment Advisors LLCPassive
Slight overlap · 4 shared positions
$WFC$DIS$VZ$SBUX
$223M
81 positions
#22Pavion Blue Capital, LLCPassive
Slight overlap · 4 shared positions
$WFC$DIS$AXP$SBUX
$248M
111 positions
#23Bell & Brown Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$WFC$DIS$AXP$SBUX
$330M
73 positions
#24GRIFFIN ASSET MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$WFC$DIS$AXP$SBUX
$949M
245 positions
#25MeadowBrook Investment Advisors LLCPassive
Slight overlap · 4 shared positions
$WFC$DIS$AXP$SBUX
$126M
196 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.