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Hedge Funds Similar to OpenArc Corporate Advisory

13F Portfolio OverlapQ3 2026OpenArc Corporate Advisory portfolio →
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Most similar hedge funds by 13F overlap

OpenArc Corporate Advisory, LLC is an institutional investor managing $8.9B across 931 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OpenArc Corporate Advisory are Palouse, MFG WEALTH, Verity & Verity, with shared positions in $UPS, $DELL, $DIS, $HPE, $TXN, $PLTR. The full ranking of 25 similar funds is below.

#1Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$UPS$DELL$DIS$HPE$TXN
$160M
124 positions
#2MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$UPS$DELL$PLTR
$138M
62 positions
#3Verity & Verity, LLCActive
Some overlap · 4 shared positions
$DELL$AMGN$UPS$TXN
$1.5B
139 positions
#4Holland Advisory Services, Inc.Active
Some overlap · 4 shared positions
$AMGN$DELL$DIS$MCD
$96M
50 positions
#5Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$AMGN$DELL$DIS$TXN$MCD
$1.3B
62 positions
#6Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$UPS$AMGN$COP
$239M
85 positions
#7Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$AMGN$UPS$HPE$MCD
$116M
172 positions
#8Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$AMGN$ROP$IAU$TXN
$710M
193 positions
#9PYA Waltman Capital, LLCActive
Some overlap · 5 shared positions
$ROP$UPS$AMGN$TXN$MCD
$421M
67 positions
#10OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$AMGN$PLTR$SO$COP
$329M
323 positions
#11Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$DELL$AMGN$HCA$MS
$187M
50 positions
#12ARGENT CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$DELL$HCA$AMGN$HPE$TXN
$3.1B
172 positions
#13William Allan CorpActive
Some overlap · 4 shared positions
$DELL$UPS$DIS$MCD
$199M
65 positions
#14OPUS INVESTMENT MANAGEMENT INCSmart money
Some overlap · 3 shared positions
$AMGN$UPS$MCD
$183M
31 positions
#15Kensington Investment Counsel, LLCPassive
Some overlap · 3 shared positions
$DELL$AMGN$TXN
$230M
85 positions
#16Austin Asset Management Co IncSmart money
Some overlap · 3 shared positions
$UPS$DELL$AMGN
$718M
94 positions
#17SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 3 shared positions
$UPS$PLTR$SO
$1.2B
332 positions
#18Sage Capital Advisors,llcPassive
Some overlap · 3 shared positions
$UPS$PLTR$AMGN
$498M
145 positions
#19Argyle Capital Management, LLCPassive
Some overlap · 4 shared positions
$DELL$AMGN$HPE$COP
$347M
138 positions
#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$UPS$SO$MCD$TXN
$233M
122 positions
#21FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$DELL$PLTR$HCA$APH
$487M
190 positions
#22CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$UPS$AMGN$PLTR
$1.3B
122 positions
#23Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$AMGN$UPS$MCD
$214M
33 positions
#24DCM Advisors, LLCActive
Some overlap · 5 shared positions
$DELL$DIS$COP$MCD$MS
$253M
38 positions
#25Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$AMGN$UPS$DIS$MCD
$233M
81 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.