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Hedge Funds Similar to Arta Finance Wealth

13F Portfolio OverlapQ2 2026Arta Finance Wealth portfolio →
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Most similar hedge funds by 13F overlap

Arta Finance Wealth Management LLC is an institutional investor managing $234M across 105 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Arta Finance Wealth are Generali Investments Towarzystwo Funduszy Inwestycyjnych, CMT Markets Trading GmbH, SEEDS INVESTOR, with shared positions in $MRVL, $ADBE, $ISRG, $CRM, $PLTR, $IAU. The full ranking of 25 similar funds is below.

#1Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 4 shared positions
$MRVL$ADBE$ISRG$CRM
$249M
151 positions
#2CMT Capital Markets Trading GmbHActive
Some overlap · 4 shared positions
$ADBE$CRM$PLTR$MRVL
$11.8B
385 positions
#3SEEDS INVESTOR LLCPassive
Some overlap · 5 shared positions
$IAU$SIVR$SGOL$MRVL$SNPS
$973M
379 positions
#4Silverleafe Capital Partners, LLCActive
Some overlap · 4 shared positions
$MRVL$IAU$PLTR$MMM
$367M
99 positions
#5BFSG, LLCPassive
Some overlap · 3 shared positions
$MRVL$IAU$SGOL
$1.1B
768 positions
#6Eurizon Asset Management Hungary Ltd.Smart money
Some overlap · 4 shared positions
$IAU$SGOL$PLTR$SIVR
$94M
21 positions
#7LaSalle St. Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$SIVR
$818M
429 positions
#8Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$SGOL$SIVR
$309M
142 positions
#9Arnhold LLCActive
Some overlap · 3 shared positions
$MRVL$IAU$ADBE
$1.4B
113 positions
#10Cauble & Harre Wealth Management, Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$ADBE
$125M
72 positions
#11DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MRVL$ISRG$TWLO$SNPS
$220M
35 positions
#12Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$IAU$ADBE$CRM
$236M
52 positions
#13Broadleaf Partners, LLCPassive
Some overlap · 4 shared positions
$MRVL$PLTR$ISRG$SYM
$517M
86 positions
#14Forefront Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$CRM$MRVL$ISRG$PLTR
$323M
177 positions
#15BOURNE LENT ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$ADBE$ISRG$SYM$PLTR
$289M
65 positions
#16Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$CRM
$490M
80 positions
#17Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$CRM$PLTR
$490M
134 positions
#18Almanack Investment Partners, LLC.Active
Some overlap · 3 shared positions
$SGOL$MRVL$PLTR
$785M
321 positions
#19ADAPT Investment Managers SAActive
Some overlap · 3 shared positions
$ADBE$CRM$PLTR
$12.6B
133 positions
#20FLOW TRADERS U.S. LLCPassive
Some overlap · 3 shared positions
$MRVL$IAU$PLTR
$2.4B
979 positions
#21Elevated Financial Group LLCActive
Some overlap · 3 shared positions
$IAU$CRM$TWLO
$365M
125 positions
#22True Vision MN LLC
Some overlap · 3 shared positions
$IAU$CRM$PLTR
$194M
98 positions
#23FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$IAU$SGOL$PLTR$MRVL
$882M
373 positions
#24Wisconsin Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$TWLO$ADBE$CRM
$117M
90 positions
#25ETF Store, Inc.Passive
Some overlap · 3 shared positions
$IAU$SGOL$PLTR
$120M
114 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.