What hedge funds are most similar to AR ASSET MANAGEMENT INC?

The funds with the most similar 13F portfolios to AR ASSET MANAGEMENT INC are TrueMark Investments, Vigil Wealth, HUTNER, 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 AR ASSET

13F Portfolio OverlapQ2 2026AR ASSET portfolio →

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Most similar hedge funds by 13F overlap

AR ASSET MANAGEMENT INC is an institutional investor managing $546M across 122 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AR ASSET are TrueMark Investments, Vigil Wealth, HUTNER, with shared positions in $PM, $MO, $PEP, $KMI, $VZ, $TXN. The full ranking of 25 similar funds is below.

#1TrueMark Investments, LLCPassive

Notable overlap · 8 shared positions

$PM $MO $PEP $KMI $VZ $TXN

$798M

187 positions

#2Vigil Wealth Management, LLCActive

Notable overlap · 5 shared positions

$PM $KMI $MO $GM $PEP

$140M

81 positions

#3HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$PM $MO $EPD $CB $PEP

$252M

43 positions

#4TECTONIC ADVISORS LLCPassive

Notable overlap · 7 shared positions

$IRM $MO $EPD $ET $PEP $VZ

$2.1B

289 positions

#5Measured Risk Portfolios, Inc.Active

Notable overlap · 7 shared positions

$PM $KMI $MO $VZ $TXN $DLR

$112M

63 positions

#6Optimist Retirement Group LLCActive

Notable overlap · 8 shared positions

$PM $MO $EPD $PEP $BMY $VZ

$259M

118 positions

#7FAYEZ SAROFIM & COActive

Notable overlap · 6 shared positions

$PM $EPD $CB $TXN $ASML $MO

$42.5B

300 positions

#8Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$PM $MO $PEP $VZ $TXN $GIS

$497M

948 positions

#9GQG Partners LLCActive

Notable overlap · 5 shared positions

$PM $MO $CB $VZ $BTI

$53.8B

102 positions

#10Adams Asset Advisors, LLCActive

Some overlap · 8 shared positions

$MO $EPD $ET $BMY $VZ $PEP

$882M

88 positions

#11Carolina Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$PM $MO $PEP $BMY $VZ $TXN

$255M

278 positions

#12Weinberger Asset Management, IncActive

Some overlap · 4 shared positions

$PM $KMI $MO $EPD

$312M

101 positions

#13OPAL CAPITAL LLCPassive

Some overlap · 6 shared positions

$PM $MO $PEP $VZ $ASML $BTI

$560M

136 positions

#14FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Some overlap · 6 shared positions

$IRM $KMI $BMY $VZ $TXN $ASML

$206M

80 positions

#15Ellenbecker Investment GroupSmart money

Some overlap · 4 shared positions

$PM $MO $EPD $PEP

$860M

149 positions

#16Kennon-Green & Company, LLCActive

Some overlap · 4 shared positions

$PM $MO $PEP $BTI

$128M

41 positions

#17AUXIER ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$PM $MO $PEP $BTI

$745M

184 positions

#18Investmark Advisory Group LLCPassive

Some overlap · 4 shared positions

$PM $MO $PEP $GIS

$263M

148 positions

#19RAHLFS CAPITAL, LLCPassive

Some overlap · 8 shared positions

$PM $PEP $ET $BMY $VZ $TXN

$136M

86 positions

#20Smith Partners Wealth Management, LLCActive

Some overlap · 3 shared positions

$PM $L $MO

$126M

73 positions

#21BCWM, LLCPassive

Some overlap · 7 shared positions

$KMI $MO $PEP $BMY $VZ $DLR

$342M

57 positions

#22CFC Planning Co LLCPassive

Some overlap · 4 shared positions

$PM $MO $VZ $TXN

$171M

71 positions

#23BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$PM $MO $CB $KMI $VZ

$515M

142 positions

#24Keystone Financial Planning, Inc.Smart money

Some overlap · 6 shared positions

$PM $MO $BMY $VZ $PFE $BTI

$388M

39 positions

#25HF Advisory Group, LLCPassive

Some overlap · 7 shared positions

$PM $MO $PEP $VZ $TXN $BTI

$323M

168 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.