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Hedge Funds Similar to ARK & TLK INVESTMENTS

13F Portfolio OverlapQ2 2026ARK & TLK INVESTMENTS portfolio →
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Most similar hedge funds by 13F overlap

ARK & TLK INVESTMENTS, LLC is an institutional investor managing $406M across 127 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 ARK & TLK INVESTMENTS are SENTINEL WEALTH, Corsicana, BITTERROOT ADVISORS, with shared positions in $MDY, $OKE, $EPD, $ET, $UNP, $SYK. The full ranking of 25 similar funds is below.

#1SENTINEL WEALTH MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$MDY$OKE$EPD$ET
$142M
39 positions
#2Corsicana & Co.Passive
Notable overlap · 4 shared positions
$MDY$UNP$SYK$ET
$206M
309 positions
#3BITTERROOT CAPITAL ADVISORS LLCSmart money
Notable overlap · 3 shared positions
$MDY$EPD$MPLX
$166M
53 positions
#4SMITH, MOORE & CO.Passive
Notable overlap · 4 shared positions
$MDY$GLW$UNP$OKE
$1.5B
586 positions
#5Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$MDY$UNP$TMO
$489M
619 positions
#6Winter & Associates, Inc.Active
Notable overlap · 3 shared positions
$MDY$GLW$ALAB
$133M
85 positions
#7Fi3 FINANCIAL ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$MDY$STX$COP
$418M
232 positions
#8LCM Capital Management IncActive
Notable overlap · 3 shared positions
$MDY$GLW$TMO
$230M
129 positions
#9IFG Advisors, LLCActive
Notable overlap · 3 shared positions
$MDY$GLW$UNP
$725M
165 positions
#10Disciplined Investments, LLCPassive
Some overlap · 5 shared positions
$MDY$OKE$COP$ET$EPD
$310M
144 positions
#11Midwest Financial Group LLCPassive
Some overlap · 3 shared positions
$MDY$OKE$UNP
$285M
136 positions
#12Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MDY$ET$COP
$1.3B
132 positions
#13Barnett & Company, Inc.Passive
Some overlap · 5 shared positions
$OKE$TMO$UNP$COP$MPLX
$135M
86 positions
#14Firestone Capital ManagementActive
Some overlap · 3 shared positions
$MDY$UNP$EPD
$537M
168 positions
#15DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$STX$GLW
$445M
204 positions
#16Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$OKE$UNP$EPD$COP
$259M
124 positions
#17Harbour Trust & Investment Management CoActive
Some overlap · 4 shared positions
$ALAB$SYK$MDY$TMO
$1.0B
160 positions
#18Bollard Group LLCActive
Some overlap · 7 shared positions
$OKE$EPD$TMO$MPLX$ET$COP
$3.3B
309 positions
#19C2C Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SYK$STX$EPD$OKE$MPLX$ET
$128M
95 positions
#20Jackson Hole Capital Partners, LLC
Some overlap · 5 shared positions
$OKE$EPD$BP$ET$MPLX
$605M
313 positions
#21Cohen Capital Management, Inc.Active
Some overlap · 5 shared positions
$SYK$TMO$EPD$ET$UNP
$735M
152 positions
#22R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$UNP$TMO$EPD$COP
$133M
47 positions
#23Pinnacle West Asset Management, Inc.Passive
Some overlap · 5 shared positions
$UNP$OKE$STX$EPD$COP
$145M
104 positions
#24Northside Capital Management, LLCActive
Some overlap · 5 shared positions
$TMO$EPD$ET$UNP$MPLX
$1.2B
187 positions
#25Private Capital Advisors, Inc.Smart money
Some overlap · 5 shared positions
$UNP$TMO$EPD$ET$MPLX
$1.1B
76 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.