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Hedge Funds Similar to ARRIEN INVESTMENTS,

13F Portfolio OverlapQ1 2026ARRIEN INVESTMENTS, portfolio →
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Most similar hedge funds by 13F overlap

ARRIEN INVESTMENTS, INC. is an institutional investor managing $184M across 46 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 ARRIEN INVESTMENTS, are LITTLEJOHN FINANCIAL SERVICES,, Indie Asset Partners,, NEW WAVE WEALTH ADVISORS, with shared positions in $SAN, $MCD, $BA, $USB, $DRI, $LRCX. The full ranking of 25 similar funds is below.

#1LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 3 shared positions
$SAN$MCD$BA
$133M
61 positions
#2Indie Asset Partners, LLCPassive
Some overlap · 4 shared positions
$SAN$MCD$USB$DRI
$88M
83 positions
#3NEW WAVE WEALTH ADVISORS LLCPassive
Some overlap · 3 shared positions
$SAN$LRCX$MU
$288M
192 positions
#4PARAGON FINANCIAL PARTNERS, INC.Active
Some overlap · 3 shared positions
$SAN$MCD$BA
$177M
77 positions
#5Kilter Group LLCPassive
Some overlap · 4 shared positions
$SAN$IAU$MU$USB
$232M
1,567 positions
#6Arlington Capital Management, Inc.Passive
Some overlap · 3 shared positions
$SAN$IAU$LRCX
$177M
111 positions
#7Capstone Wealth Management Group LLCPassive
Some overlap · 3 shared positions
$SAN$LRCX$USB
$163M
123 positions
#8Interactive Financial AdvisorsActive
Slight overlap · 3 shared positions
$SAN$IAU$USB
$153M
78 positions
#9Ridgeline Wealth Planning, LLCSmart money
Slight overlap · 3 shared positions
$SAN$IAU$LRCX
$137M
51 positions
#10Well Done, LLCActive
Slight overlap · 3 shared positions
$SAN$IAU$MCD
$681M
197 positions
#11Somerset Group LLCActive
Slight overlap · 3 shared positions
$SAN$MCD$USB
$135M
59 positions
#12CADINHA & CO LLCActive
Slight overlap · 4 shared positions
$SAN$IAU$MCD$BA
$537M
103 positions
#13STEPHEN J. GARRY & ASSOCIATES, LLCActive
Slight overlap · 3 shared positions
$SAN$IAU$BA
$124M
51 positions
#14BlackDiamond Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SAN$MCD$LRCX
$208M
203 positions
#15Wealth Quarterback LLCPassive
Slight overlap · 3 shared positions
$SAN$MCD$IAU
$254M
163 positions
#16Systelligence, LLCPassive
Slight overlap · 3 shared positions
$SAN$IAU$USB
$514M
56 positions
#17TigerOak Management, L.L.C.Active
Slight overlap · 3 shared positions
$SAN$MCD$MU
$317M
126 positions
#18Lineweaver Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$SAN$MCD$IAU
$742M
168 positions
#19High Falls Advisors, Inc
Slight overlap · 3 shared positions
$SAN$IAU$MU
$494M
144 positions
#20ALTERNA WEALTH MANAGEMENT, INCPassive
Slight overlap · 3 shared positions
$SAN$IAU$DRI
$132M
105 positions
#21Global Financial Private Client, LLCPassive
Slight overlap · 4 shared positions
$SAN$MCD$LRCX$USB
$306M
236 positions
#22MOULTON WEALTH MANAGEMENT, INCActive
Slight overlap · 3 shared positions
$SAN$IAU$USB
$147M
52 positions
#23MFA WEALTH ADVISORS, LLCActive
Slight overlap · 4 shared positions
$SAN$IAU$USB$BA
$508M
88 positions
#24Monument Capital ManagementPassive
Slight overlap · 3 shared positions
$SAN$LRCX$USB
$399M
217 positions
#25Genesee Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$SAN$MCD$USB
$239M
138 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.