What hedge funds are most similar to Ark Wealth Advisors LLC?

The funds with the most similar 13F portfolios to Ark Wealth Advisors LLC are BERKSHIRE ASSET /PA, Somerset, Vertrix Wealth ,, 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 Ark Wealth Advisors

13F Portfolio OverlapQ1 2026Ark Wealth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ark Wealth Advisors LLC is an institutional investor managing $101M across 80 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 Ark Wealth Advisors are BERKSHIRE ASSET /PA, Somerset, Vertrix Wealth ,, with shared positions in $LMT, $CB, $NUE, $WM, $NSC, $MCD. The full ranking of 25 similar funds is below.

#1BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 9 shared positions

$LMT $CB $NUE $WM $NSC $MCD

$2.3B

264 positions

#2Somerset Trust CoPassive

Notable overlap · 8 shared positions

$NEE $LIN $CB $NSC $AFL $MCD

$326M

174 positions

#3Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$LMT $AXP $LIN $WM $MCD $LOW

$272M

95 positions

#4Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$NEE $LMT $AXP $CB $LIN $MCD

$446M

104 positions

#5Paradiem, LLCPassive

Notable overlap · 4 shared positions

$LRCX $VLO $NEE $LMT

$454M

70 positions

#6S.E.E.D. Planning Group LLCPassive

Notable overlap · 5 shared positions

$VLO $NEE $LMT $LIN $LOW

$344M

89 positions

#7Brentview Investment Management LLCPassive

Notable overlap · 5 shared positions

$LRCX $NEE $LIN $WM $LOW

$231M

63 positions

#8MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 7 shared positions

$LIN $VLO $NEE $WM $AFL $MCD

$246M

145 positions

#9MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$NEE $LIN $CB $AFL $LOW $WM

$835M

170 positions

#10WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 6 shared positions

$NEE $LMT $CVS $LIN $NKE $WM

$1.2B

69 positions

#11Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$LMT $LIN $WM $MCD $LOW $EMR

$353M

78 positions

#12Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$WM $AFL $LMT $MCD $LIN $CVS

$245M

98 positions

#13TCTC Holdings, LLCActive

Notable overlap · 7 shared positions

$CB $LIN $WM $AFL $NEE $LOW

$3.5B

220 positions

#14William B. Walkup & Associates, Inc.Active

Notable overlap · 7 shared positions

$VLO $NUE $LOW $CVS $SYY $EMR

$167M

163 positions

#15NOESIS CAPITAL MANGEMENT CORPPassive

Notable overlap · 6 shared positions

$NEE $AXP $LIN $LOW $NKE $LRCX

$676M

125 positions

#16Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$NEE $WM $AXP $MCD $LMT $CVS

$218M

69 positions

#17Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$NEE $NUE $AFL $MCD $EMR $SYY

$245M

83 positions

#18M3 Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$VLO $NEE $LMT $WM

$130M

35 positions

#19PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$NEE $NUE $AFL $LOW $EMR $SYY

$196M

53 positions

#20FARMERS TRUST COPassive

Notable overlap · 7 shared positions

$LRCX $NEE $MCD $LMT $CB $NUE

$637M

203 positions

#21Providence Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$NEE $WM $VLO $LOW $SCHW $EMR

$157M

80 positions

#22Westhampton Capital, LLCPassive

Notable overlap · 6 shared positions

$LRCX $WM $EMR $LMT $LOW $MCD

$214M

129 positions

#23LAFFER TENGLER INVESTMENTS, INC.Passive

Notable overlap · 5 shared positions

$LRCX $AXP $MCD $EMR $NEE

$677M

182 positions

#24Community Financial Services Group, LLCPassive

Notable overlap · 7 shared positions

$NEE $LIN $EMR $AXP $MCD $WM

$568M

460 positions

#25FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 6 shared positions

$NEE $CB $LMT $LOW $SCHW $SYY

$354M

66 positions

Compare Ark Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ark Wealth Advisors’s holdings

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.