What hedge funds are most similar to Ark Wealth Advisors LLC?

The funds with the most similar 13F portfolios to Ark Wealth Advisors LLC are BERKSHIRE ASSET, Stokes Advisors, Somerset, 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 Ark Wealth Advisors

13F Portfolio OverlapQ2 2026Ark Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Ark Wealth Advisors LLC is an institutional investor managing $113M across 87 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 Wealth Advisors are BERKSHIRE ASSET, Stokes Advisors, Somerset, with shared positions in $QCOM, $NUE, $LMT, $CB, $WM, $NSC. The full ranking of 25 similar funds is below.

#1BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 11 shared positions

$QCOM $NUE $LMT $CB $WM $NSC

$2.5B

270 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$AXP $NEE $LIN $QCOM $CB $LMT

$467M

118 positions

#3Somerset Trust CoPassive

Notable overlap · 9 shared positions

$NEE $LIN $CB $NSC $AFL $EMR

$354M

186 positions

#4Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$AXP $CVS $LIN $LMT $WM $EMR

$297M

103 positions

#5TCTC Holdings, LLCActive

Notable overlap · 9 shared positions

$LIN $CB $WM $QCOM $AFL $CVS

$3.8B

240 positions

#6S.E.E.D. Planning Group LLCPassive

Notable overlap · 6 shared positions

$VLO $NEE $LIN $LMT $LOW $PEP

$379M

88 positions

#7Stone Summit Wealth LLCPassive

Notable overlap · 7 shared positions

$QCOM $AXP $LIN $NEE $LOW $PEP

$394M

144 positions

#8Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$CVS $WM $LIN $AFL $LMT $EMR

$261M

101 positions

#9MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 8 shared positions

$LIN $VLO $WM $NEE $AFL $EMR

$272M

149 positions

#10Shelter Mutual Insurance CoActive

Notable overlap · 6 shared positions

$QCOM $NEE $AXP $LIN $LOW $PEP

$473M

58 positions

#11FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 7 shared positions

$NEE $LMT $CB $SYY $LOW $SCHW

$383M

74 positions

#12BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 6 shared positions

$NEE $NUE $CVS $QCOM $LMT $MCD

$404M

99 positions

#13Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$NEE $CVS $WM $AXP $LMT $MCD

$227M

73 positions

#14PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$NEE $NUE $AFL $EMR $SYY $LOW

$209M

54 positions

#15Ironwood Investment Counsel, LLCPassive

Notable overlap · 7 shared positions

$AXP $QCOM $LMT $SYY $LOW $SCHW

$762M

267 positions

#16GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 7 shared positions

$QCOM $AXP $CVS $AFL $LOW $SCHW

$906M

153 positions

#17HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$LMT $NEE $WM $AXP $EMR $MCD

$321M

107 positions

#18Willis Investment CounselActive

Notable overlap · 7 shared positions

$LMT $CB $VLO $AFL $AXP $MCD

$2.1B

125 positions

#19BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$LIN $NEE $LMT $SYY $LOW $MCD

$453M

121 positions

#20Stonebridge Financial Group, LLCPassive

Notable overlap · 8 shared positions

$AFL $LIN $NEE $CB $EMR $LOW

$1.3B

275 positions

#21DELTA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$QCOM $CB $NSC $SCHW $MCD $PEP

$217M

108 positions

#22WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 6 shared positions

$NEE $CVS $LIN $LMT $PEP $WM

$1.3B

73 positions

#23NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 5 shared positions

$QCOM $NEE $AXP $LIN $LOW

$832M

124 positions

#24Welch Group, LLCPassive

Notable overlap · 6 shared positions

$QCOM $NEE $LMT $EMR $MCD $PEP

$2.9B

326 positions

#25Stockman Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$QCOM $AXP $LMT $SYY $MCD $PEP

$968M

178 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.