How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Arcataur

13F Portfolio OverlapQ1 2026Arcataur portfolio →

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Most similar hedge funds by 13F overlap

Arcataur Capital Management LLC is an institutional investor managing $359M across 103 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 Arcataur are NOVEM GROUP, Cornerstone Financial, White Lighthouse Investment, with shared positions in $KKR, $HUM, $SNOW, $COP, $SSL, $USB. The full ranking of 25 similar funds is below.

#1NOVEM GROUPPassive

Notable overlap · 7 shared positions

$KKR $HUM $SNOW $COP $SSL $USB

$873M

437 positions

#2Cornerstone Financial Management LLCPassive

Some overlap · 6 shared positions

$KKR $HUM $SNOW $COP $USB $MS

$109M

1,311 positions

#3White Lighthouse Investment Management Inc.Active

Some overlap · 6 shared positions

$KKR $HUM $COP $SNOW $USB $SCHW

$721M

145 positions

#4Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$KKR $SNOW $HUM $COP $MS $LOW

$123M

111 positions

#5Wilkins Miller Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KKR $HUM $SNOW $SSL $LOW

$165M

89 positions

#6Oakmont Advisory Group, LLCPassive

Some overlap · 7 shared positions

$HUM $SNOW $KKR $COP $USB $MS

$98M

119 positions

#7Montis Financial, LLCActive

Some overlap · 7 shared positions

$KKR $HUM $COP $USB $DE $MS

$484M

150 positions

#8Ariston Services GroupActive

Some overlap · 6 shared positions

$KKR $HUM $SNOW $COP $DE $SCHW

$167M

71 positions

#9Lynx Investment AdvisoryPassive

Some overlap · 5 shared positions

$HUM $KKR $SNOW $COP $USB

$209M

181 positions

#10DAGCO, INC.Passive

Some overlap · 5 shared positions

$KKR $HUM $COP $SHW $MS

$461M

353 positions

#11Human Investing LLCSmart money

Some overlap · 6 shared positions

$KKR $HUM $SNOW $MS $SCHW $AMGN

$687M

96 positions

#12Clarity Capital Advisors, LLCActive

Some overlap · 6 shared positions

$KKR $SNOW $COP $HUM $USB $SCHW

$215M

95 positions

#13Sterling Financial Planning, Inc.Active

Some overlap · 7 shared positions

$KKR $SNOW $COP $HUM $DE $SCHW

$337M

117 positions

#14Capital Advisors Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KKR $HUM $SNOW $USB $SCHW

$745M

219 positions

#15WEALTHSPAN PARTNERS, LLCPassive

Some overlap · 5 shared positions

$KKR $HUM $COP $DE $HWM

$284M

123 positions

#16Hurlow Wealth Management Group, Inc.Active

Some overlap · 6 shared positions

$HUM $SNOW $COP $USB $KKR $SCHW

$420M

120 positions

#17Evergreen Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KKR $HUM $SNOW $REGN $AMGN

$194M

54 positions

#18Tide Cove Capital Partners LLCSmart money

Some overlap · 5 shared positions

$KKR $HUM $COP $USB $SCHW

$147M

13 positions

#19Forum Private Client Group LLCActive

Some overlap · 5 shared positions

$KKR $HUM $COP $USB $SNOW

$300M

80 positions

#20American Financial Advisors, LLCActive

Some overlap · 6 shared positions

$HUM $SNOW $COP $USB $SHW $SCHW

$750M

159 positions

#21truNorth Financial Services, Inc.Active

Some overlap · 5 shared positions

$KKR $HUM $COP $DE $MS

$97M

49 positions

#22Asset Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$HUM $SNOW $COP $DE $SCHW $AMGN

$199M

116 positions

#23Mascagni Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$KKR $SNOW $HUM $SHW

$140M

127 positions

#24Sage Financial Management Group, Inc.Active

Some overlap · 4 shared positions

$KKR $SNOW $COP $SHW

$325M

57 positions

#25CAMBRIDGE CAPITAL MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$HUM $KKR $SNOW $SCHW $COP

$232M

44 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.