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Hedge Funds Similar to Arrowroot Family Office,

13F Portfolio OverlapQ1 2026Arrowroot Family Office, portfolio →
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Most similar hedge funds by 13F overlap

Arrowroot Family Office, LLC is an institutional investor managing $275M across 140 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 Arrowroot Family Office, are Madson Wealth Advisors, Ballast Financial Advisors, Cornerstone Financial, with shared positions in $SOLV, $HUM, $SE, $DHR, $TXN, $IAU. The full ranking of 25 similar funds is below.

#1Madson Wealth Advisors IncPassive
Notable overlap · 6 shared positions
$SOLV$HUM$SE$DHR$TXN$IAU
$120M
84 positions
#2Ballast Financial Advisors LLCActive
Notable overlap · 7 shared positions
$SOLV$HUM$KKR$DHR$IAU$COP
$98M
68 positions
#3Cornerstone Financial Management LLCPassive
Some overlap · 6 shared positions
$VLTO$HUM$KKR$SE$COP$UNIT
$109M
1,311 positions
#4Onyx Bridge Wealth Group LLCPassive
Some overlap · 6 shared positions
$VLTO$HUM$SOLV$KKR$CRM$TXN
$930M
373 positions
#5Employees' Retirement Fund of the City of Fort WorthActive
Some overlap · 5 shared positions
$VLTO$HUM$KKR$COP$UNIT
$230M
21 positions
#6Creekside PartnersPassive
Some overlap · 6 shared positions
$HUM$SE$KKR$CRM$COP$UNIT
$243M
183 positions
#7TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 4 shared positions
$VLTO$HUM$SE$COP
$4.8B
1,649 positions
#8ST GERMAIN D J CO INCPassive
Some overlap · 5 shared positions
$SOLV$VLTO$DHR$SE$CRM
$2.5B
901 positions
#9Windward Private Wealth Management Inc.Smart money
Some overlap · 6 shared positions
$VLTO$HUM$DHR$COP$UNIT$SE
$289M
44 positions
#10Asempa Wealth AdvisorsPassive
Some overlap · 6 shared positions
$HUM$SE$KKR$DHR$IAU$UNIT
$115M
115 positions
#11Oakmont Advisory Group, LLCPassive
Some overlap · 5 shared positions
$HUM$VLTO$KKR$DHR$COP
$98M
119 positions
#12SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 4 shared positions
$SOLV$HUM$CRM$COP
$222M
135 positions
#13Dentgroup LLC
Some overlap · 6 shared positions
$HUM$SE$DHR$KKR$UNIT$IAU
$146M
93 positions
#14EHRLICH FINANCIAL GROUPPassive
Some overlap · 5 shared positions
$SOLV$HUM$IAU$KKR$UNIT
$174M
112 positions
#15Juno Financial Group LLCActive
Some overlap · 4 shared positions
$HUM$SE$KKR$DHR
$255M
70 positions
#16White Lighthouse Investment Management Inc.Active
Some overlap · 7 shared positions
$HUM$KKR$DHR$IAU$COP$UNIT
$721M
145 positions
#17Roof Eidam Maycock Peralta, LLCActive
Some overlap · 4 shared positions
$SOLV$HUM$NOW$UNIT
$436M
125 positions
#18Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$HUM$VLTO$TXN$CL$UNIT
$163M
67 positions
#19Unify Financial AdvisorsPassive
Some overlap · 5 shared positions
$VLTO$HUM$SE$CRM$DHR
$96M
89 positions
#20Bulwark Capital CorpActive
Some overlap · 4 shared positions
$VLTO$HUM$KKR$COP
$162M
100 positions
#21DAHRING {-} CUSMANO LLCActive
Some overlap · 5 shared positions
$HUM$KKR$ZBRA$CRM$IAU
$163M
58 positions
#22Seneca Financial Advisors LLCActive
Some overlap · 4 shared positions
$VLTO$HUM$KKR$SE
$341M
64 positions
#23Stokes Family Office, LLCPassive
Some overlap · 5 shared positions
$HUM$SE$KKR$IAU$UNIT
$969M
276 positions
#24Intellus Advisors LLCActive
Some overlap · 3 shared positions
$SOLV$HUM$IAU
$732M
125 positions
#25Interactive Financial AdvisorsActive
Some overlap · 5 shared positions
$HUM$SE$KKR$SOLV$IAU
$153M
78 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.