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Hedge Funds Similar to ARQ WEALTH ADVISORS

13F Portfolio OverlapQ2 2026ARQ WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

ARQ WEALTH ADVISORS, LLC is an institutional investor managing $807M across 209 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 ARQ WEALTH ADVISORS are Ironwood Investment Counsel, Stockman Wealth, CENTRAL SECURITIES, with shared positions in $AXP, $SCHW, $SYY, $USB, $BUD, $UPS. The full ranking of 25 similar funds is below.

#1Ironwood Investment Counsel, LLCPassive
Notable overlap · 8 shared positions
$AXP$SCHW$SYY$USB$BUD$UPS
$762M
267 positions
#2Stockman Wealth Management, Inc.Passive
Notable overlap · 5 shared positions
$USB$AXP$SYY$PEP$UPS
$968M
178 positions
#3CENTRAL SECURITIES CORPActive
Notable overlap · 3 shared positions
$AXP$COF$SCHW
$1.3B
29 positions
#4FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Notable overlap · 5 shared positions
$AXP$FDX$PEP$UPS$DIS
$670M
79 positions
#5HARRIS ASSOCIATES L PActive
Notable overlap · 4 shared positions
$COF$SCHW$SYY$WTW
$75.4B
162 positions
#6LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Notable overlap · 5 shared positions
$AXP$WM$MCK$COF$DIS
$213M
124 positions
#7PRING TURNER CAPITAL GROUP INCPassive
Notable overlap · 3 shared positions
$AXP$SCHW$MCK
$175M
73 positions
#8CAMBIAR INVESTORS LLCActive
Notable overlap · 5 shared positions
$AXP$USB$SYY$FDX$PEP
$2.3B
150 positions
#9Blume Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$COF$SCHW$FDX$DIS
$684M
359 positions
#10Signet Investment Advisory Group, Inc.Passive
Notable overlap · 4 shared positions
$USB$WM$PEP$AXP
$227M
73 positions
#11DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$USB$FDX$SYY$PEP
$530M
92 positions
#12Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$USB$FDX$SYY$PEP
$797M
110 positions
#13Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$AXP$SYY$PEP$UPS
$181M
81 positions
#14CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$USB$SCHW$PEP$PAYX
$1.6B
85 positions
#15EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$USB$FDX$SCHW$PEP
$1.3B
58 positions
#16Intermede Investment Partners LtdActive
Some overlap · 3 shared positions
$COF$SCHW$WM
$2.4B
30 positions
#17Focused Investors LLCActive
Some overlap · 4 shared positions
$AXP$FDX$PEP$DIS
$3.0B
23 positions
#18Pavion Blue Capital, LLCPassive
Some overlap · 5 shared positions
$AXP$PEP$FDX$UPS$DIS
$248M
111 positions
#19Walsh & Associates, LLCActive
Some overlap · 3 shared positions
$ADX$PEP$LPLA
$122M
245 positions
#20GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 4 shared positions
$AXP$SCHW$UPS$ITW
$906M
153 positions
#21Vertrix Wealth Management, LLCPassive
Some overlap · 3 shared positions
$AXP$WM$MCK
$297M
103 positions
#22DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$COF$WM$SYY$DIS$TMO
$12.5B
186 positions
#23Financial Avengers, Inc.
Some overlap · 3 shared positions
$AXP$SCHW$DIS
$241M
155 positions
#24VectorGlobal IAG, Inc.
Some overlap · 3 shared positions
$AXP$SCHW$MCK
$385M
134 positions
#25William Allan CorpActive
Some overlap · 6 shared positions
$SCHW$PEP$UPS$AXP$DIS$PAYX
$204M
62 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.