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Hedge Funds Similar to Arista Wealth ,

13F Portfolio OverlapQ1 2026Arista Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Arista Wealth Management, LLC is an institutional investor managing $927M across 266 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 Arista Wealth , are BluePrint Investing, Causey Wealth, Strategic Financial Services,, with shared positions in $USB, $UPST, $NEE, $BRZE, $LRCX, $KO. The full ranking of 25 similar funds is below.

#1BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$USB$UPST$NEE
$126M
26 positions
#2Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$USB$UPST$BRZE
$236M
81 positions
#3Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$USB$UPST$LRCX$NEE$BRZE
$2.1B
152 positions
#4Cascade Wealth Advisors, IncActive
Notable overlap · 3 shared positions
$UPST$USB$NEE
$228M
60 positions
#5Winch Advisory Services, LLCActive
Notable overlap · 4 shared positions
$UPST$USB$KO$NOC
$438M
530 positions
#6NEPC LLCSmart money
Notable overlap · 3 shared positions
$USB$UPST$BRZE
$5.0B
51 positions
#7Marion Wealth ManagementPassive
Notable overlap · 5 shared positions
$USB$UPST$KO$NOC$NEE
$451M
146 positions
#8Drum Hill Capital, LLCActive
Notable overlap · 3 shared positions
$UPST$USB$KO
$109M
46 positions
#9WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$UPST$USB$NEE$BRZE
$350M
95 positions
#1025 LLCActive
Notable overlap · 4 shared positions
$USB$BRZE$UNIT$NEE
$324M
69 positions
#11Sagace Wealth Management LLCPassive
Notable overlap · 5 shared positions
$USB$BRZE$UNIT$NEE$LMT
$149M
70 positions
#12ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$BRZE$DHR
$112M
69 positions
#13Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$UPST$USB$KO$LMT$UNIT
$109M
1,311 positions
#14DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$USB$BRZE$UPST$AXP
$464M
679 positions
#15Dodds Wealth, LLCSmart money
Notable overlap · 3 shared positions
$USB$BRZE$KO
$407M
51 positions
#16Capital Advantage, Inc.Active
Notable overlap · 3 shared positions
$USB$NOC$UNIT
$765M
145 positions
#17KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$LRCX$LMT
$227M
92 positions
#18FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 3 shared positions
$USB$NEE$LMT
$354M
66 positions
#19BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Notable overlap · 3 shared positions
$USB$NEE$LMT
$689M
87 positions
#20Newton One Investments LLCActive
Notable overlap · 3 shared positions
$USB$UNIT$DHR
$368M
121 positions
#21Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$LMT$AXP
$153M
344 positions
#22Aspen Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$BRZE$LRCX
$404M
77 positions
#23Financial Freedom, LLCPassive
Notable overlap · 3 shared positions
$USB$UNIT$BRZE
$201M
426 positions
#24BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 3 shared positions
$USB$UNIT$BRZE
$1.2B
229 positions
#25Foundation Wealth Management, LLC\PAActive
Notable overlap · 3 shared positions
$USB$NEE$UNIT
$284M
91 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.