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 Arlington

13F Portfolio OverlapQ1 2026Arlington portfolio →

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Most similar hedge funds by 13F overlap

Arlington Trust Co LLC is an institutional investor managing $1.2B across 846 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 Arlington are GEN Financial ,, Wealth Dimensions Group, Ltd., Guardian Wealth ,, with shared positions in $UPST, $HUM, $IAU, $DOV, $KKR, $DHR. The full ranking of 25 similar funds is below.

#1GEN Financial Management, INC.Active

Substantial overlap · 4 shared positions

$UPST $HUM $IAU $DOV

$162M

51 positions

#2Wealth Dimensions Group, Ltd.Active

Substantial overlap · 4 shared positions

$UPST $KKR $IAU $HUM

$508M

170 positions

#3Guardian Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$UPST $IAU $DHR

$330M

30 positions

#4Wright Wealth LLCActive

Notable overlap · 3 shared positions

$UPST $HUM $SIVR

$149M

51 positions

#5MAYPORT, LLCActive

Notable overlap · 6 shared positions

$UPST $KKR $BRZE $HUM $DHR $DOV

$538M

130 positions

#6Calder Financial LLCActive

Notable overlap · 4 shared positions

$UPST $HUM $KKR $BRZE

$101M

40 positions

#7Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$KKR $UPST $BRZE $HUM

$236M

81 positions

#8Mittelman Wealth ManagementActive

Notable overlap · 4 shared positions

$KKR $HUM $UPST $AGQ

$160M

52 positions

#9Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$KKR $UPST $HUM

$453M

103 positions

#10Ariston Services GroupActive

Notable overlap · 3 shared positions

$KKR $HUM $IAU

$167M

71 positions

#11Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$KKR $HUM $BRZE

$98M

197 positions

#12Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$KKR $HUM $BRZE

$104M

20 positions

#13Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$UPST $HUM $KKR $DOV $SE

$109M

1,311 positions

#14Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $DHR $BRZE $SE

$255M

70 positions

#15Forum Private Client Group LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $IAU $DHR

$300M

80 positions

#16PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 3 shared positions

$UPST $DOV $HUM

$567M

75 positions

#17Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $AGQ

$116M

80 positions

#18Cascade Wealth Advisors, IncActive

Notable overlap · 3 shared positions

$UPST $HUM $KKR

$228M

60 positions

#19ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$UPST $HUM $DHR

$153M

46 positions

#20Human Investing LLCSmart money

Notable overlap · 4 shared positions

$KKR $HUM $UPST $BRZE

$687M

96 positions

#21GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 5 shared positions

$UPST $AGQ $HUM $DHR $BRZE

$128M

42 positions

#22White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$KKR $HUM $UPST $IAU $DHR $BRZE

$721M

145 positions

#23Vernal Point Advisors, LLCSmart money

Notable overlap · 4 shared positions

$UPST $IAU $BRZE $DOV

$246M

21 positions

#24truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$KKR $HUM $UPST

$97M

49 positions

#25WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$UPST $HUM $BRZE

$350M

95 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.