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Hedge Funds Similar to ARQ WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026ARQ WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

ARQ WEALTH ADVISORS, LLC is an institutional investor managing $555M across 191 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 ARQ WEALTH ADVISORS, are Ironwood Investment Counsel,, Ballast Financial Advisors, CORRECT WEALTH, with shared positions in $AXP, $USB, $SCHW, $SYY, $BUD, $MCK. The full ranking of 25 similar funds is below.

#1Ironwood Investment Counsel, LLCPassive
Notable overlap · 9 shared positions
$AXP$USB$SCHW$SYY$BUD$MCK
$694M
263 positions
#2Ballast Financial Advisors LLCActive
Notable overlap · 4 shared positions
$AMN$DHR$USB$MS
$98M
68 positions
#3CORRECT CAPITAL WEALTH MANAGEMENTActive
Notable overlap · 4 shared positions
$AMN$MS$WM$SCHW
$536M
109 positions
#4CAMBIAR INVESTORS LLCActive
Notable overlap · 6 shared positions
$AXP$FDX$USB$REGN$SYY$MDT
$2.2B
145 positions
#5Alliance Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$AMN$MS$DHR$DIS
$228M
158 positions
#6Argent Advisors, Inc.Passive
Notable overlap · 4 shared positions
$AMN$MS$AXP$MDT
$366M
173 positions
#7IAM Advisory, LLCActive
Notable overlap · 5 shared positions
$AMN$USB$MCK$WM$REGN
$446M
95 positions
#8WealthCollab, LLCPassive
Notable overlap · 4 shared positions
$AMN$DHR$SCHW$USB
$243M
977 positions
#9Provident Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$MS$REGN
$331M
134 positions
#10Echo Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$MS$REGN
$174M
47 positions
#11Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MS$AXP$MCK$WM$MDT$TMO
$272M
95 positions
#12SPWM Advisors LLCPassive
Some overlap · 5 shared positions
$AMN$SCHW$BDX$MDT$DIS
$115M
93 positions
#13SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 5 shared positions
$AMN$MS$REGN$SCHW$FDX
$482M
173 positions
#14REGATTA CAPITAL GROUP, LLCPassive
Some overlap · 4 shared positions
$AMN$DHR$DIS$SCHW
$661M
215 positions
#15NCM Capital Management, LLCPassive
Some overlap · 4 shared positions
$AMN$USB$MS$REGN
$279M
185 positions
#16MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$AMN$AXP$USB
$508M
88 positions
#17RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$AMN$DHR$MS$TMO$SCHW
$296M
80 positions
#18Strategic Wealth Investment Group, LLCPassive
Some overlap · 6 shared positions
$USB$SCHW$DHR$AXP$WM$TMO
$788M
94 positions
#19Lantern Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$AMN$MS$SCHW
$195M
174 positions
#20Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$MS$COF$SCHW$REGN$WM
$163M
52 positions
#21Perennial Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$USB$FDX$MDT$DIS$TMO
$587M
122 positions
#22ProVise Management Group, LLCPassive
Some overlap · 6 shared positions
$MS$SCHW$MCK$BDX$MDT$AMN
$1.4B
261 positions
#23Kiltearn Partners LLPActive
Some overlap · 4 shared positions
$LUV$FDX$MDT$UPS
$372M
25 positions
#24BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 4 shared positions
$MS$USB$COF$SCHW
$2.1B
108 positions
#25CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 4 shared positions
$MS$USB$SCHW$COF
$363M
102 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.