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 ARK & TLK INVESTMENTS,

13F Portfolio OverlapQ1 2026ARK & TLK INVESTMENTS, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ARK & TLK INVESTMENTS, LLC is an institutional investor managing $370M across 119 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 ARK & TLK INVESTMENTS, are Cordant,, BluePrint Investing, PRESILIUM PRIVATE WEALTH,, with shared positions in $UPST, $SCHW, $NKE, $COP, $ICFI, $SNOW. The full ranking of 25 similar funds is below.

#1Cordant, Inc.Active

Notable overlap · 6 shared positions

$UPST $SCHW $NKE $COP $ICFI $SNOW

$246M

75 positions

#2BluePrint Investing LLCActive

Notable overlap · 4 shared positions

$UPST $SCHW $NKE $COP

$126M

26 positions

#3PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 5 shared positions

$UPST $SCHW $UNIT $COP $NKE

$567M

75 positions

#4E&R Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$UPST $SCHW $UNIT $COP

$100M

12 positions

#5Bear Mountain Capital, Inc.Active

Notable overlap · 5 shared positions

$UPST $SCHW $MDY $SE $COP

$333M

198 positions

#6Cornerstone Wealth Advisors, Inc.Smart money

Notable overlap · 5 shared positions

$UPST $SNOW $UNIT $CTVA $SE

$434M

49 positions

#7Heritage Wealth Management, Inc. /CA/Passive

Notable overlap · 5 shared positions

$UPST $SNOW $AMN $SYK $SE

$181M

94 positions

#8Kure Advisory, LLCActive

Notable overlap · 4 shared positions

$UPST $SCHW $COP $BP

$184M

56 positions

#9Strata Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$UPST $SCHW $NKE $ICFI

$365M

87 positions

#10TrueWealth Financial PartnersActive

Notable overlap · 5 shared positions

$UPST $SCHW $UNIT $SNOW $SE

$251M

66 positions

#11Level Financial AdvisorsActive

Notable overlap · 7 shared positions

$UPST $SNOW $AMN $NKE $UNIT $COP

$392M

92 positions

#12Chemistry Wealth Management LLCPassive

Notable overlap · 5 shared positions

$UPST $UNIT $SCHW $NKE $COP

$569M

204 positions

#13AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$UPST $SCHW $NKE $UNP $SYK $COP

$445M

77 positions

#14Falcon Wealth PlanningActive

Notable overlap · 8 shared positions

$UPST $SCHW $NKE $WT $AMN $UNIT

$1.5B

236 positions

#15INSIGHT 2811, INC.Active

Notable overlap · 5 shared positions

$UPST $SCHW $CTVA $SNOW $WT

$239M

101 positions

#16Wright Wealth LLCActive

Notable overlap · 3 shared positions

$UPST $WT $AMN

$149M

51 positions

#17McLean Asset Management CorpActive

Notable overlap · 7 shared positions

$UPST $NKE $SNOW $CTVA $WT $AMN

$572M

165 positions

#18MAYPORT, LLCActive

Notable overlap · 4 shared positions

$UPST $UNIT $SNOW $SCHW

$538M

130 positions

#19Tillman Hartley LLCActive

Notable overlap · 8 shared positions

$UPST $SCHW $SNOW $NKE $CTVA $AMN

$398M

88 positions

#20MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 4 shared positions

$UPST $AMN $UNP $COP

$295M

82 positions

#21ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$UPST $SCHW $UNP $COP

$153M

46 positions

#22GEN Financial Management, INC.Active

Notable overlap · 3 shared positions

$UPST $AMN $SCHW

$162M

51 positions

#23Beacon Capital Management, Inc.Active

Notable overlap · 4 shared positions

$UPST $SCHW $SNOW $COP

$1.8B

57 positions

#24Arlington Partners LLCActive

Notable overlap · 3 shared positions

$UPST $CTVA $TMO

$50M

62 positions

#25GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$UPST $UNIT $AMN

$128M

42 positions

Compare ARK & TLK INVESTMENTS,’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 ARK & TLK INVESTMENTS,’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.