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Hedge Funds Similar to Mine & Arao Wealth Creation & ,

13F Portfolio OverlapQ1 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 $238M across 75 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 Mine & Arao Wealth Creation & , are ARKANSAS FINANCIAL GROUP,, TCP Asset ,, CM WEALTH ADVISORS, with shared positions in $DIA, $DRI, $XYZ, $NSC, $AGQ, $NOC. The full ranking of 25 similar funds is below.

#1ARKANSAS FINANCIAL GROUP, INC.Active
Notable overlap · 4 shared positions
$DIA$DRI$XYZ$NSC
$717M
94 positions
#2TCP Asset Management, LLCActive
Notable overlap · 3 shared positions
$DIA$NSC$AGQ
$778M
133 positions
#3CM WEALTH ADVISORS LLCActive
Notable overlap · 3 shared positions
$DIA$NOC$NSC
$470M
146 positions
#4Jacksonville Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DIA$WM$DIS
$148M
68 positions
#5WASHINGTON CAPITAL MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$DIA$MKL$BAC
$118M
102 positions
#6StoryOne LLCActive
Notable overlap · 3 shared positions
$DIA$WFC$LRCX
$177M
73 positions
#7Shulman DeMeo Asset Management LLCSmart money
Some overlap · 5 shared positions
$DIA$KO$DIS$IBM$VZ
$471M
140 positions
#8RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$DIA$MKL$IBM
$350M
53 positions
#9Lynch Investment Planning, LLCActive
Some overlap · 3 shared positions
$DIA$WFC$IBM
$111M
54 positions
#10GREENBERG FINANCIAL GROUP
Some overlap · 5 shared positions
$DIA$AGQ$DIS$IBM$VZ
$243M
113 positions
#11STEEL GROVE CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DIA$KO$AGQ$VZ
$949M
220 positions
#12Pinnacle Holdings, LLCPassive
Some overlap · 3 shared positions
$DIA$BAC$IBM
$309M
233 positions
#13MLP3, LLCPassive
Some overlap · 4 shared positions
$DIA$MKL$KO$AGQ
$91M
86 positions
#14Beta Wealth Group, Inc.Passive
Some overlap · 3 shared positions
$DIA$XYZ$BAC
$242M
112 positions
#15Ruggiero Investments, Inc.Passive
Some overlap · 3 shared positions
$DIA$MKL$IBM
$103M
78 positions
#16FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$DIA$NOC$IBM$VZ
$180M
96 positions
#17Northern Financial Advisors IncPassive
Some overlap · 3 shared positions
$DIA$KO$IBM
$137M
105 positions
#18COWA, LLCActive
Some overlap · 3 shared positions
$DIA$MKL$IBM
$371M
158 positions
#19Pavion Blue Capital, LLCPassive
Some overlap · 7 shared positions
$WFC$MKL$NOC$KO$BAC$DIS
$230M
108 positions
#20DMKC Advisory Services, LLCPassive
Some overlap · 3 shared positions
$DIA$WFC$BAC
$240M
84 positions
#21SYKON CAPITAL LLCActive
Some overlap · 3 shared positions
$DIA$BAC$AGQ
$300M
88 positions
#22Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$DIA$ICFI$IBM
$341M
123 positions
#23GreatBanc Trust COActive
Some overlap · 4 shared positions
$DIA$MKL$BAC$NSC
$143M
67 positions
#24ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DIA$MKL$LRCX
$301M
146 positions
#25L & S Advisors IncPassive
Slight overlap · 4 shared positions
$DIA$NOC$LRCX$VZ
$795M
233 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.