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Hedge Funds Similar to ARKANSAS FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026ARKANSAS FINANCIAL GROUP, portfolio →
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Most similar hedge funds by 13F overlap

ARKANSAS FINANCIAL GROUP, INC. is an institutional investor managing $717M across 94 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 ARKANSAS FINANCIAL GROUP, are Latko Wealth , Ltd., TCP Asset ,, Mine & Arao Wealth Creation & ,, with shared positions in $DIA, $MAR, $WT, $IAU, $NSC, $DRI. The full ranking of 25 similar funds is below.

#1Latko Wealth Management, Ltd.Smart money
Notable overlap · 3 shared positions
$DIA$MAR$WT
$205M
36 positions
#2TCP Asset Management, LLCActive
Notable overlap · 4 shared positions
$DIA$IAU$NSC$WT
$778M
133 positions
#3Mine & Arao Wealth Creation & Management, LLC.Active
Notable overlap · 4 shared positions
$DIA$DRI$XYZ$NSC
$238M
75 positions
#4CM WEALTH ADVISORS LLCActive
Notable overlap · 4 shared positions
$DIA$IAU$NSC$MCD
$470M
146 positions
#5MKT Advisors LLCActive
Some overlap · 3 shared positions
$DIA$WT$MCD
$298M
157 positions
#6Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DIA$MAR$SCHW$MCD
$151M
97 positions
#7Johnson Bixby & Associates, LLCActive
Some overlap · 3 shared positions
$DIA$MAR$MCD
$806M
127 positions
#8Capital Advisor Network LLCActive
Some overlap · 3 shared positions
$DIA$WT$IAU
$85M
149 positions
#9RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Some overlap · 4 shared positions
$DIA$UPST$SCHW$WT
$350M
53 positions
#10Heck Capital Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$IAU$UPST$WT
$1.3B
202 positions
#11Osbon Capital Management LLCPassive
Some overlap · 3 shared positions
$MAR$DIA$WT
$123M
493 positions
#12PGIM Custom Harvest LLCActive
Some overlap · 5 shared positions
$MAR$DRI$XYZ$SCHW$RL
$6.4B
276 positions
#13Kozak & Associates, Inc.Active
Some overlap · 6 shared positions
$XYZ$DIA$SCHW$MAR$DRI$MCD
$576M
451 positions
#14SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MAR$DIA$MCD
$106M
89 positions
#15Capital Management Associates, IncActive
Some overlap · 6 shared positions
$DIA$MAR$DRI$SCHW$MCD$PSA
$442M
151 positions
#16ENTREWEALTH, LLCPassive
Some overlap · 4 shared positions
$MAR$FLEX$IAU$NSC
$223M
104 positions
#17Philadelphia Investment Partners, LLCPassive
Some overlap · 5 shared positions
$XYZ$IAU$MAR$SUI$WT
$147M
189 positions
#18Ridge Creek Global, IncActive
Some overlap · 4 shared positions
$MAR$FLEX$IAU$WT
$118M
85 positions
#19Objective Capital Management, LLCPassive
Some overlap · 3 shared positions
$DIA$XYZ$WT
$99M
95 positions
#20ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 4 shared positions
$XYZ$MAR$RL$MCD
$319M
177 positions
#21White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$MAR$IAU$UPST$SCHW
$721M
145 positions
#22Certified Advisory CorpPassive
Some overlap · 3 shared positions
$XYZ$MAR$UPST
$1.1B
318 positions
#23FMB WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$MAR$IAU$SCHW$NSC
$242M
73 positions
#24Ruggiero Investments, Inc.Passive
Some overlap · 4 shared positions
$DIA$MAR$IAU$MCD
$103M
78 positions
#25Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$MAR$IAU$SCHW$WT
$589M
138 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.