13F Pro

Hedge Funds Similar to Arista Wealth

13F Portfolio OverlapQ2 2026Arista Wealth portfolio →
Institutional-grade research for retail investors

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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Arista Wealth are Narwhal, Signet Investment Advisory Group, Stokes Advisors, with shared positions in $AXP, $BLK, $NEE, $LMT, $NOC, $ADI. The full ranking of 25 similar funds is below.

#1Narwhal Capital ManagementActive
Some overlap · 7 shared positions
$AXP$BLK$NEE$LMT$NOC$ADI
$1.4B
157 positions
#2Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$AXP$CSX$NEE$NOC$LMT$PFE
$227M
73 positions
#3Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$ADP$NEE$NOC$LMT
$467M
118 positions
#4PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 5 shared positions
$AXP$BLK$NEE$ADP$ADI
$844M
219 positions
#5BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$AXP$BLK$NEE$URI$PM
$171M
116 positions
#6SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$AXP$BLK$NEE$URI$PM
$145M
43 positions
#7Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$AXP$ADP$NEE$ADI$PFE
$116M
240 positions
#8UNIVEST FINANCIAL CorpPassive
Some overlap · 5 shared positions
$AXP$BLK$NEE$URI$PM
$2.0B
275 positions
#9Henshaw Capital LLCActive
Some overlap · 4 shared positions
$AXP$CDNS$ADP$BLK
$3.1B
160 positions
#10Lebenthal Global Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$CSX$URI$BLK$ADI
$741M
204 positions
#11TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$ADP$BLK$CSX$NOC$PM
$1.3B
226 positions
#12ROBINSON SMITH WEALTH ADVISORS LLCActive
Some overlap · 5 shared positions
$ADP$BLK$NEE$URI$PM
$167M
98 positions
#13First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$ADP$BLK$NEE$LMT$PM
$1.4B
73 positions
#14M. Kulyk & Associates, LLCActive
Some overlap · 4 shared positions
$AXP$BLK$CSX$NEE
$613M
113 positions
#15COUNTRY TRUST BANKActive
Some overlap · 4 shared positions
$AXP$BLK$NEE$NOC
$5.7B
628 positions
#16HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$AXP$ADP$NEE$LMT
$321M
107 positions
#17First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$BLK$NEE$LMT$PM$PFE
$529M
75 positions
#18Michael Brady & Co., LLCActive
Some overlap · 4 shared positions
$AXP$ADP$CSX$ADI
$113M
58 positions
#19Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AXP$CDNS$NOC$PM
$284M
73 positions
#20Delaney Dennis RActive
Some overlap · 4 shared positions
$AXP$ADP$NEE$ADI
$314M
61 positions
#21SOMERVILLE KURT FActive
Some overlap · 4 shared positions
$AXP$ADP$NEE$ADI
$419M
97 positions
#22Notis-McConarty EdwardActive
Some overlap · 4 shared positions
$AXP$ADP$NEE$ADI
$231M
67 positions
#23Dempze Nancy EPassive
Some overlap · 4 shared positions
$AXP$ADP$NEE$ADI
$209M
91 positions
#24Hemenway Trust Co LLCActive
Some overlap · 4 shared positions
$AXP$ADP$NEE$ADI
$1.4B
135 positions
#25Elefante Mark BActive
Some overlap · 4 shared positions
$AXP$ADP$NEE$ADI
$232M
60 positions

Compare Arista Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Arista Wealth’s holdings

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.