What hedge funds are most similar to Arta Finance Wealth Management LLC?

The funds with the most similar 13F portfolios to Arta Finance Wealth Management LLC are IAM Advisory,, REUTER JAMES WEALTH ,, Global View, based on overlapping conviction holdings in the latest SEC filings.

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 Arta Finance Wealth

13F Portfolio OverlapQ1 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 $202M across 95 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 Arta Finance Wealth are IAM Advisory,, REUTER JAMES WEALTH ,, Global View, with shared positions in $WT, $AGQ, $PLTR, $AMD, $GSAT, $USB. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive

Notable overlap · 6 shared positions

$WT $AGQ $PLTR $AMD $GSAT $USB

$446M

95 positions

#2REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$WT $AGQ $IAU $ISRG $USB

$697M

218 positions

#3Global View Capital Management LLCActive

Notable overlap · 6 shared positions

$WT $AGQ $SGOL $SIVR $USB $PLTR

$377M

140 positions

#4MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 5 shared positions

$WT $AGQ $IAU $GSAT $USB

$147M

52 positions

#5Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $PLTR

$142M

76 positions

#6Prism Advisors, Inc.Active

Notable overlap · 3 shared positions

$WT $AGQ $AMD

$375M

75 positions

#7Encompass More Asset ManagementPassive

Notable overlap · 6 shared positions

$WT $SIVR $SGOL $AGQ $USB $PLTR

$597M

251 positions

#8Systelligence, LLCPassive

Notable overlap · 5 shared positions

$WT $SIVR $IAU $GSAT $USB

$514M

56 positions

#9Rare Wolf Capital LLCPassive

Notable overlap · 5 shared positions

$WT $PLTR $CRM $ADBE $AMD

$154M

127 positions

#10GenWealth Group, Inc.Active

Notable overlap · 5 shared positions

$AGQ $WT $IAU $PLTR $T

$584M

85 positions

#11Fortune Financial Group, Inc.Active

Notable overlap · 5 shared positions

$WT $AGQ $GSAT $USB $SIVR

$111M

84 positions

#12United Advisor Group, LLCPassive

Notable overlap · 4 shared positions

$WT $AGQ $PLTR $AMD

$811M

508 positions

#13Lauer Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $PLTR $AMD $AGQ $USB

$126M

67 positions

#14Oxinas Partners Wealth Management LLCPassive

Notable overlap · 4 shared positions

$WT $AGQ $PLTR $USB

$219M

145 positions

#15Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$WT $IAU $PLTR

$285M

176 positions

#16MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$WT $IAU $USB $SIVR

$1.3B

143 positions

#17Alpha Zero LLCActive

Notable overlap · 3 shared positions

$WT $IAU $ISRG

$198M

79 positions

#18BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$WT $SGOL $AMD

$507M

78 positions

#19Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $AGQ $SIVR

$153M

96 positions

#20Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 3 shared positions

$WT $IAU $AGQ

$132M

80 positions

#21Fermata Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $IAU $GSAT

$444M

232 positions

#22Premier Private Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $SGOL $AGQ

$95M

53 positions

#23Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$WT $IAU $USB $PLTR

$365M

111 positions

#24Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $AGQ $PLTR

$562M

1,394 positions

#25CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $IAU $USB

$149M

96 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.