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Hedge Funds Similar to ARWA

13F Portfolio OverlapQ1 2026ARWA portfolio →
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Most similar hedge funds by 13F overlap

ARWA LLC is an institutional investor managing $202M across 149 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 ARWA are Segment Wealth ,, Decker Wealth, JOHNSON INVESTMENT COUNSEL, with shared positions in $MAR, $EOG, $TJX, $MSI, $SYK, $CTAS. The full ranking of 25 similar funds is below.

#1Segment Wealth Management, LLCPassive
Some overlap · 7 shared positions
$MAR$EOG$TJX$MSI$SYK$CTAS
$1.7B
309 positions
#2Decker Wealth Management LLCPassive
Some overlap · 6 shared positions
$KKR$AMGN$TJX$WM$REGN$ABT
$441M
105 positions
#3JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 6 shared positions
$TJX$WM$AEP$NDAQ$ABT$MRSH
$12.4B
810 positions
#4BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 6 shared positions
$TJX$WM$ABT$PLD$SYK$NDAQ
$618M
177 positions
#5Baltimore-Washington Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$KKR$TJX$MAR$SYK$NDAQ
$2.3B
186 positions
#6Harrington Investments, INCPassive
Some overlap · 5 shared positions
$AMGN$TJX$PLD$SYK$MRSH
$190M
84 positions
#7High Net Worth Advisory Group LLCPassive
Some overlap · 5 shared positions
$KKR$AMGN$MAR$ABT$REGN
$429M
244 positions
#8Stillwater Wealth Management GroupPassive
Some overlap · 5 shared positions
$AMGN$TJX$WM$SYK$REGN
$162M
77 positions
#9RBA Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WM$MAR$AEP$EOG$PLD
$278M
92 positions
#10Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$AMGN$TJX$ABT$MAR$SYK
$136M
114 positions
#11Covea FinanceActive
Some overlap · 5 shared positions
$TJX$WM$MSI$ABT$MAR
$2.9B
146 positions
#12NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 5 shared positions
$TJX$WM$MSI$ABT$SYK
$1.5B
139 positions
#13UNITED BANKActive
Some overlap · 5 shared positions
$AMGN$WM$EOG$ABT$SYK
$781M
121 positions
#14SHUTTLEWORTH & CoPassive
Some overlap · 5 shared positions
$TJX$WM$ABT$SYK$CTAS
$111M
52 positions
#15Asset Advisors Investment Management, LLCActive
Some overlap · 5 shared positions
$AMGN$MAR$ABT$CTAS$WM
$1.0B
106 positions
#16TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$WM$PLD$MSI$ABT$SYK
$200M
110 positions
#17JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$WM$MSI$ABT$SYK$MRSH
$5.1B
84 positions
#18MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$KKR$AMGN$AEP$FDX
$1.1B
105 positions
#19Town & Country Bank & Trust CO dba First Bankers Trust COPassive
Some overlap · 5 shared positions
$AEP$TJX$ABT$SYK$MRSH
$296M
146 positions
#20DEARBORN PARTNERS LLCActive
Some overlap · 5 shared positions
$NDAQ$MSI$ABT$SYK$CTAS
$1.8B
269 positions
#21Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$TJX$WM$MAR
$462M
106 positions
#22TORRAY LLCPassive
Some overlap · 4 shared positions
$KKR$AMGN$PLD$MRSH
$682M
88 positions
#23TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$AMGN$TJX$WM$ABT
$1.2B
215 positions
#24Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$AMGN$TJX$WM$ABT
$353M
78 positions
#25TOMPKINS FINANCIAL CORPPassive
Some overlap · 4 shared positions
$AMGN$TJX$WM$ABT
$1.3B
565 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.