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Hedge Funds Similar to Arbor Wealth \AZ

13F Portfolio OverlapQ2 2026Arbor Wealth \AZ portfolio →
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Most similar hedge funds by 13F overlap

Arbor Wealth Management LLC\AZ is an institutional investor managing $113M across 26 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 Arbor Wealth \AZ are Strategy, ITHAKA GROUP, Synergy Financial Group, LTD, with shared positions in $CRWD, $SHOP, $AXON, $ANET, $IBIT. The full ranking of 25 similar funds is below.

#1Strategy Capital LLCSmart money
Notable overlap · 3 shared positions
$CRWD$SHOP$AXON
$1.6B
11 positions
#2ITHAKA GROUP LLCActive
Notable overlap · 4 shared positions
$CRWD$ANET$SHOP$AXON
$551M
40 positions
#3Synergy Financial Group, LTDPassive
Notable overlap · 4 shared positions
$SHOP$ANET$CRWD$AXON
$139M
119 positions
#4PURSUE WEALTH PARTNERS LLCPassive
Notable overlap · 3 shared positions
$CRWD$AXON$IBIT
$179M
91 positions
#5ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Notable overlap · 4 shared positions
$AXON$SHOP$CRWD$ANET
$4.4B
109 positions
#6Bellecapital International Ltd.Passive
Notable overlap · 3 shared positions
$ANET$SHOP$IBIT
$625M
123 positions
#7Titan Wealth (CI) LtdPassive
Some overlap · 3 shared positions
$CRWD$ANET$IBIT
$269M
51 positions
#8Clay Northam Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$SHOP$IBIT
$203M
109 positions
#9Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 3 shared positions
$ANET$CRWD$SHOP
$2.7B
206 positions
#10GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ANET$CRWD$SHOP
$363M
43 positions
#11Putney Financial Group LLCActive
Some overlap · 3 shared positions
$CRWD$ANET$SHOP
$111M
78 positions
#12CAP Partners, LLCPassive
Some overlap · 4 shared positions
$SHOP$CRWD$ANET$IBIT
$204M
155 positions
#13Parkwood LLCActive
Some overlap · 3 shared positions
$SHOP$AXON$IBIT
$1.4B
72 positions
#14FAIRFIELD, BUSH & CO.Passive
Some overlap · 3 shared positions
$CRWD$ANET$SHOP
$203M
126 positions
#15Equity Wealth Partners, LLCActive
Some overlap · 3 shared positions
$AXON$SHOP$CRWD
$278M
109 positions
#16Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$ANET$CRWD$SHOP
$819M
339 positions
#17RED REEF ADVISORS LLCPassive
Some overlap · 3 shared positions
$CRWD$IBIT$ANET
$108M
183 positions
#18WMG Financial Advisors, LLCActive
Some overlap · 3 shared positions
$IBIT$CRWD$SHOP
$265M
105 positions
#19Jacksonville Wealth Management, LLCActive
Some overlap · 3 shared positions
$AXON$CRWD$SHOP
$177M
76 positions
#20NZS Capital, LLCActive
Some overlap · 3 shared positions
$SHOP$AXON$CRWD
$3.9B
61 positions
#21Forefront Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$IBIT$CRWD$ANET$SHOP
$323M
177 positions
#22Redwood Financial Network CorpPassive
Some overlap · 4 shared positions
$CRWD$ANET$AXON$SHOP
$180M
192 positions
#23Clare Market Investments LLCActive
Some overlap · 3 shared positions
$AXON$ANET$IBIT
$548M
174 positions
#24Gerber Kawasaki Wealth & Investment ManagementActive
Some overlap · 3 shared positions
$AXON$SHOP$CRWD
$3.7B
366 positions
#25RDA Financial NetworkPassive
Some overlap · 3 shared positions
$ANET$CRWD$AXON
$459M
286 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.