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Hedge Funds Similar to Arcataur

13F Portfolio OverlapQ3 2026Arcataur portfolio →
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Most similar hedge funds by 13F overlap

Arcataur Capital Management LLC is an institutional investor managing $405M across 100 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Arcataur are Edgemoor Investment Advisors, Nordwand Advisors, BURNS J W, with shared positions in $URI, $DE, $VRTX, $LOW, $SCHW, $O. The full ranking of 25 similar funds is below.

#1Edgemoor Investment Advisors, Inc.Active
Some overlap · 7 shared positions
$URI$DE$VRTX$LOW$SCHW$O
$1.5B
188 positions
#2Nordwand Advisors, LLCPassive
Some overlap · 7 shared positions
$URI$MS$AMGN$CTVA$AXP$TMO
$652M
146 positions
#3BURNS J W & CO INC/NYActive
Some overlap · 7 shared positions
$MS$DE$AMGN$URI$TMO$PEP
$998M
190 positions
#4GROESBECK INVESTMENT MANAGEMENT CORP /NJ/Active
Some overlap · 6 shared positions
$URI$VRTX$AMGN$TMO$MS$ABT
$60M
94 positions
#5DMKC Advisory Services, LLCActive
Some overlap · 7 shared positions
$DE$ALL$LOW$USB$ABT$PEP
$530M
92 positions
#6Umpqua BankPassive
Some overlap · 6 shared positions
$URI$DE$MS$ALL$TMO$PEP
$446M
165 positions
#7Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$DE$MS$AMGN$LOW$AXP$PEP
$142M
106 positions
#8ATWOOD & PALMER INCPassive
Some overlap · 5 shared positions
$URI$VRTX$LOW$REGN$TMO
$1.9B
496 positions
#9Ironwood Investment Counsel, LLCPassive
Some overlap · 7 shared positions
$AMGN$LOW$SCHW$CTVA$USB$AXP
$762M
267 positions
#10MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 7 shared positions
$MS$AMGN$LOW$USB$TMO$PEP
$1.2B
100 positions
#11Kidder Stephen WActive
Some overlap · 7 shared positions
$DE$VRTX$SCHW$AXP$FISV$ABT
$396M
75 positions
#12MCRAE CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$URI$VRTX$LOW$FISV$TMO
$540M
113 positions
#13Pettee Investors, Inc.Passive
Some overlap · 5 shared positions
$URI$LOW$SCHW$AXP$ABT
$203M
115 positions
#14Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$URI$AMGN$LOW$AXP$PEP
$274M
58 positions
#15Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$DE$AMGN$LOW$USB$ABT$O
$204M
95 positions
#16Networth Advisors, LLCActive
Some overlap · 6 shared positions
$MS$HWM$ALL$TMO$PEP$LOW
$172M
383 positions
#17BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$DE$AMGN$LOW$TMO$ABT$PEP
$8.0B
1,334 positions
#18Insight Inv LLCPassive
Some overlap · 6 shared positions
$MS$ALL$AMGN$LOW$AXP$PEP
$210M
108 positions
#19NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 5 shared positions
$URI$REGN$FISV$ABT$PEP
$595M
264 positions
#20GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$MS$ALL$AMGN$SCHW$USB$TMO
$2.3B
224 positions
#21Allied Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$DE$LOW$USB$ABT$PEP$O
$1.1B
112 positions
#22Tarbox Group, Inc.Smart money
Some overlap · 6 shared positions
$DE$LOW$USB$ABT$PEP$O
$711M
100 positions
#23New England Research & Management, Inc.Passive
Some overlap · 4 shared positions
$URI$MS$AMGN$REGN
$259M
131 positions
#24EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$MS$AMGN$SCHW$USB$ABT$PEP
$1.3B
58 positions
#25Lipe & DaltonPassive
Some overlap · 5 shared positions
$DE$MS$VRTX$AMGN$TMO
$216M
94 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.