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 Arkos Global Advisors

13F Portfolio OverlapQ2 2026Arkos Global Advisors portfolio →

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Most similar hedge funds by 13F overlap

Arkos Global Advisors is an institutional investor managing $844M across 124 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 Arkos Global Advisors are Five Pine Wealth, Broussard Financial Group, WESCAP Group, with shared positions in $IAU, $FBTC, $SLV, $EPD, $SHEL, $FCX. The full ranking of 25 similar funds is below.

#1Five Pine Wealth ManagementActive

Substantial overlap · 3 shared positions

$IAU $FBTC $SLV

$177M

51 positions

#2Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$IAU $FBTC $SLV

$125M

35 positions

#3WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $FBTC

$536M

107 positions

#4Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $EPD

$84M

36 positions

#5VPR Management LLCActive

Notable overlap · 3 shared positions

$IAU $SHEL $FCX

$249M

66 positions

#6Wealth Quarterback LLCActive

Notable overlap · 3 shared positions

$IAU $FBTC $SLV

$324M

172 positions

#7RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $EPD

$218M

108 positions

#8New Harbor Financial Group, LLCActive

Notable overlap · 4 shared positions

$IAU $PSLV $PHYS $SLV

$633M

68 positions

#9MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$IAU $SLV $SO

$1.4B

144 positions

#10WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$IAU $SLV $TRGP

$317M

129 positions

#11Biltmore Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $PHYS $SO

$761M

333 positions

#12COURAGE CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$FBTC $IAU $PHYS

$67M

16 positions

#13BEAM WEALTH ADVISORS, INC.Active

Notable overlap · 5 shared positions

$FBTC $IAU $PSLV $PHYS $EPD

$453M

117 positions

#14Interactive Financial AdvisorsActive

Notable overlap · 3 shared positions

$IAU $SLV $SO

$164M

74 positions

#15Cobblestone Asset Management LLCActive

Notable overlap · 5 shared positions

$IAU $PSLV $PHYS $COIN $D

$240M

74 positions

#16Discipline Wealth Solutions, LLCActive

Some overlap · 4 shared positions

$IAU $PHYS $PSLV $SLV

$1.1B

197 positions

#17Connective Portfolio Management, LLCPassive

Some overlap · 3 shared positions

$IAU $PHYS $SHEL

$60M

39 positions

#18Fielder Capital Group LLCPassive

Some overlap · 4 shared positions

$IAU $PSLV $COIN $SLV

$462M

303 positions

#19AlTi Global, Inc.Active

Some overlap · 3 shared positions

$IAU $PSLV $TRGP

$4.8B

505 positions

#20Regatta Research & Money ManagementPassive

Some overlap · 3 shared positions

$IAU $SO $WMB

$106M

495 positions

#21Spectrum Asset Management, Inc. (NB/CA)Passive

Some overlap · 3 shared positions

$IAU $DUK $FCX

$362M

116 positions

#22Atlas Wealth Partners, LLCActive

Some overlap · 5 shared positions

$FBTC $IAU $SLV $SO $DUK

$92M

64 positions

#23LifePlan Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$IAU $SO $DUK

$291M

131 positions

#24Beaird Harris Wealth Management, LLCActive

Some overlap · 3 shared positions

$FBTC $PSLV $PHYS

$1.6B

707 positions

#25Smith Thornton Advisors LLCPassive

Some overlap · 3 shared positions

$IAU $SO $DUK

$227M

140 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.