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Hedge Funds Similar to Arkadios Wealth Advisors

13F Portfolio OverlapQ2 2026Arkadios Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Arkadios Wealth Advisors is an institutional investor managing $6.6B across 1,765 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 Arkadios Wealth Advisors are OpenArc Corporate Advisory, MAINSAIL ASSET, Markin Volterra Fund, with shared positions in $PLTR, $SO, $DELL, $APH, $BMY, $WDC. The full ranking of 25 similar funds is below.

#1OpenArc Corporate Advisory, LLCActive
Slight overlap · 4 shared positions
$PLTR$SO$DELL$APH
$8.9B
931 positions
#2MAINSAIL ASSET MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$PLTR$SO$BMY$WDC
$249M
160 positions
#3Markin Volterra Fund LPActive
Slight overlap · 4 shared positions
$PLTR$DELL$APH$WDC
$147M
69 positions
#4PRIMORIS WEALTH ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$PLTR$SO$DELL$NEE
$219M
125 positions
#5NLB Skladi, upravljanje premozenja, d.o.o.Passive
Slight overlap · 4 shared positions
$PLTR$DELL$APH$NEE
$2.7B
361 positions
#6Westwind CapitalPassive
Slight overlap · 4 shared positions
$PLTR$DELL$WDC$NEE
$426M
87 positions
#7WESTPAC BANKING CORPPassive
Slight overlap · 4 shared positions
$DELL$BMY$APH$WDC
$1.6B
498 positions
#8TI-TRUST, INCPassive
Slight overlap · 4 shared positions
$SO$BMY$WDC$NEE
$181M
134 positions
#9True Wealth Design, LLCActive
Slight overlap · 4 shared positions
$BMY$APH$WDC$NEE
$426M
2,585 positions
#10Kingsman Wealth Management, Inc.Active
Slight overlap · 4 shared positions
$PLTR$DELL$SO$NEE
$224M
82 positions
#11LifeWealth Investments, LLCActive
Slight overlap · 4 shared positions
$DELL$APH$NEE$PLTR
$360M
139 positions
#12Southern Financial Group, LLCSmart money
Slight overlap · 3 shared positions
$PLTR$SO$BMY
$392M
95 positions
#13Tortuga Wealth Management, IncPassive
Slight overlap · 3 shared positions
$PLTR$SO$BMY
$141M
141 positions
#14LeConte Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$PLTR$SO$APH
$187M
197 positions
#15SHUTTLEWORTH & CoPassive
Slight overlap · 3 shared positions
$PLTR$SO$APH
$125M
51 positions
#166th Street Advisors, LLCActive
Slight overlap · 3 shared positions
$PLTR$SO$APH
$173M
61 positions
#17Compass Wealth Management, LLC/GAActive
Slight overlap · 3 shared positions
$PLTR$SO$WDC
$251M
74 positions
#18MADDEN SECURITIES CorpPassive
Slight overlap · 3 shared positions
$PLTR$DELL$BMY
$378M
343 positions
#19FORTEM FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$PLTR$DELL$APH
$487M
190 positions
#20Ducere Wealth Management LLCPassive
Slight overlap · 3 shared positions
$PLTR$DELL$APH
$333M
135 positions
#21IBEX WEALTH ADVISORSPassive
Slight overlap · 3 shared positions
$PLTR$DELL$APH
$1.3B
209 positions
#22HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Slight overlap · 3 shared positions
$PLTR$DELL$APH
$217M
352 positions
#23Alden Global Capital LLCActive
Slight overlap · 3 shared positions
$PLTR$DELL$APH
$273M
19 positions
#24BYRNE FINANCIAL FREEDOM, LLCPassive
Slight overlap · 3 shared positions
$PLTR$DELL$APH
$256M
119 positions
#25Titan Investment Management LLCActive
Slight overlap · 3 shared positions
$PLTR$DELL$BMY
$137M
40 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.