13F Pro

Hedge Funds Similar to OpenArc Corporate Advisory,

13F Portfolio OverlapQ1 2026OpenArc Corporate Advisory, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

OpenArc Corporate Advisory, LLC is an institutional investor managing $7.0B across 716 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 OpenArc Corporate Advisory, are Econ Financial Services, CapWealth Advisors,, PYA Waltman ,, with shared positions in $UPS, $XYZ, $PLTR, $AMGN, $MCD, $ROP. The full ranking of 25 similar funds is below.

#1Econ Financial Services CorpPassive
Some overlap · 5 shared positions
$UPS$XYZ$PLTR$AMGN$MCD
$215M
74 positions
#2CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$UPS$AMGN$PLTR
$1.3B
118 positions
#3PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$ROP$AMGN$UPS
$361M
67 positions
#4OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$AMGN$PLTR$SO$COP$UNIT
$311M
318 positions
#5Sage Capital Advisors,llcPassive
Some overlap · 3 shared positions
$UPS$PLTR$AMGN
$431M
129 positions
#6JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$UPS$AMGN$SO$MCD
$822M
214 positions
#7Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$AMGN$UPS$DIS$MCD
$210M
79 positions
#8DMC Group, LLCPassive
Some overlap · 5 shared positions
$SE$AMGN$PLTR$SO$IAU
$148M
141 positions
#9DB&C Advisors, LLCPassive
Some overlap · 4 shared positions
$UPS$PLTR$SO$AMGN
$77M
67 positions
#10GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$AMGN$UPS$SO$SAN$MCD
$109M
70 positions
#11SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 3 shared positions
$UPS$PLTR$SO
$1.1B
322 positions
#12Townsend & Associates, IncActive
Some overlap · 4 shared positions
$UPS$HCA$DIS$IAU
$1.2B
115 positions
#13Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$UPS$AMGN$MCD
$184M
32 positions
#14Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$UPS$AMGN$MCD
$170M
82 positions
#15Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$UPS$AMGN$MCD
$223M
109 positions
#16Centerline Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$XYZ$SE$SAN$IAU$UPS$DIS
$278M
73 positions
#17MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$UPS$PLTR$DELL
$121M
61 positions
#18Storen Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$XYZ$SE$SAN$COP$IAU
$319M
102 positions
#19Genus Capital Management Inc.Passive
Some overlap · 3 shared positions
$AMGN$SE$HCA
$873M
189 positions
#20FOUNDERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$UPS$AMGN$DIS
$608M
74 positions
#21OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$AMGN$UPS$MCD
$168M
30 positions
#22Fountainhead AM, LLCPassive
Some overlap · 3 shared positions
$AMGN$PLTR$SE
$111M
215 positions
#23William Allan CorpPassive
Some overlap · 4 shared positions
$UPS$DIS$DELL$SO
$169M
59 positions
#24Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$XYZ$PLTR$AMGN$IAU
$493M
142 positions
#25Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$AMGN$HCA$DELL$COP
$163M
52 positions

Compare OpenArc Corporate Advisory,’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 OpenArc Corporate Advisory,’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.