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 Arsenal Advisors

13F Portfolio OverlapQ1 2026Arsenal Advisors portfolio →

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Most similar hedge funds by 13F overlap

Arsenal Capital Advisors LLC is an institutional investor managing $138M across 98 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 Arsenal Advisors are Madrid Wealth ,, HOWARD WEALTH ,, KRAEMATON INVESTMENT ADVISORS,, with shared positions in $SOLV, $KKR, $MS, $PLTR, $GE, $WT. The full ranking of 25 similar funds is below.

#1Madrid Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SOLV $KKR $MS $PLTR $GE

$133M

70 positions

#2HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$PLTR $KKR $WT $HUM $ALPS

$238M

142 positions

#3KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 6 shared positions

$PLTR $ALPS $KKR $WULF $WT $ISRG

$123M

99 positions

#4Wealth Management Associates, Inc.Passive

Some overlap · 4 shared positions

$PLTR $KKR $WT $MS

$290M

234 positions

#5Gross & Hartman Investments LLCSmart money

Some overlap · 4 shared positions

$KKR $ALPS $MS $PLTR

$192M

72 positions

#6SBI Securities Co., Ltd.Passive

Some overlap · 4 shared positions

$KKR $PLTR $WT $HUM

$3.6B

4,018 positions

#7Kapstone Financial Advisors LLCActive

Some overlap · 3 shared positions

$PLTR $KKR $MS

$204M

154 positions

#8Prospect Financial Services LLCPassive

Some overlap · 4 shared positions

$PLTR $KKR $WT $HUM

$164M

104 positions

#9Riverbend Wealth Management, LLCPassive

Some overlap · 4 shared positions

$KKR $ALPS $MS $WT

$175M

152 positions

#10Goldstone Financial Group, LLCPassive

Some overlap · 4 shared positions

$SOLV $KKR $MS $WT

$922M

228 positions

#11truNorth Financial Services, Inc.Active

Some overlap · 5 shared positions

$KKR $MS $PLTR $WT $HUM

$97M

49 positions

#12Ballast Financial Advisors LLCActive

Some overlap · 4 shared positions

$SOLV $KKR $MS $HUM

$98M

68 positions

#13Gallagher Capital Advisors, LLCActive

Some overlap · 5 shared positions

$KKR $MS $PLTR $ISRG $HUM

$148M

65 positions

#14Oak Harvest Investment ServicesPassive

Some overlap · 4 shared positions

$KKR $MS $ALPS $HUM

$958M

176 positions

#15Hegarty Advisors, LLCActive

Some overlap · 4 shared positions

$KKR $ALPS $MS $HUM

$127M

57 positions

#16MBA Advisors LLCPassive

Some overlap · 5 shared positions

$SOLV $ALPS $WT $KKR $GE

$260M

146 positions

#17Selby Wealth Management, LLCActive

Some overlap · 5 shared positions

$KKR $MS $WT $HUM $WFC

$254M

81 positions

#18Left Brain Wealth Management, LLCPassive

Some overlap · 3 shared positions

$PLTR $ALPS $GE

$255M

79 positions

#19HOEY INVESTMENTS, INCActive

Some overlap · 4 shared positions

$PLTR $MS $GE $WFC

$693M

420 positions

#20Talisman Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$KKR $MS $WT $HUM $WFC

$124M

101 positions

#21Quadcap Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SOLV $KKR $MS

$879M

398 positions

#22McGuire Investment Group, LLCActive

Some overlap · 4 shared positions

$PLTR $MS $WT $ISRG

$885M

121 positions

#23Ballast Rock Private Wealth LLCPassive

Some overlap · 5 shared positions

$SOLV $WT $ALPS $KKR $HUM

$181M

177 positions

#24Gallacher Capital Management LLCPassive

Some overlap · 4 shared positions

$SOLV $ALPS $MS $HUM

$261M

301 positions

#25Grange Capital, LLCActive

Some overlap · 3 shared positions

$KKR $PLTR $WT

$100M

46 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.