13F Pro

Hedge Funds Similar to Arlington

13F Portfolio OverlapQ2 2026Arlington portfolio →
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Most similar hedge funds by 13F overlap

Arlington Capital Management, Inc. is an institutional investor managing $161M across 112 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 Arlington are VR Advisory Services Ltd, Vennlight, GeoSphere, with shared positions in $YPF, $PUMP, $TGS, $VRT, $LBRT, $WULF. The full ranking of 25 similar funds is below.

#1VR Advisory Services LtdActive
Notable overlap · 3 shared positions
$YPF$PUMP$TGS
$1.1B
43 positions
#2Vennlight Capital Management, LPPassive
Notable overlap · 4 shared positions
$TGS$VRT$LBRT$PUMP
$149M
32 positions
#3GeoSphere Capital Management, LLCActive
Notable overlap · 3 shared positions
$WULF$LBRT$NESR
$306M
46 positions
#4THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$VRT$WULF$AGX$STT$MKSI
$1.2B
56 positions
#5Spear Advisors LLCActive
Some overlap · 5 shared positions
$WULF$LITE$ANET$CIEN$MKSI
$291M
28 positions
#6KIECKHEFER GROUP LLCSmart money
Some overlap · 4 shared positions
$VRT$DELL$LITE$PLTR
$246M
65 positions
#7GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$VRT$LITE$PLTR$ANET
$363M
43 positions
#8Titan Investment Management LLCActive
Some overlap · 4 shared positions
$VRT$DELL$PLTR$ANET
$135M
38 positions
#9DigitalBridge Group, Inc.Active
Some overlap · 4 shared positions
$VRT$LITE$ANET$CIEN
$1.7B
61 positions
#10M & L Capital Management LtdActive
Some overlap · 4 shared positions
$VRT$LITE$ANET$CIEN
$370M
17 positions
#11Zweig-DiMenna Associates LLCActive
Some overlap · 4 shared positions
$VRT$WULF$DELL$LITE
$1.1B
70 positions
#12IBEX WEALTH ADVISORSPassive
Some overlap · 4 shared positions
$VRT$DELL$PLTR$ANET
$1.3B
209 positions
#13HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$VRT$DELL$PLTR
$1.1B
115 positions
#14VMS Asset Management LimitedPassive
Some overlap · 3 shared positions
$VRT$DELL$AGX
$315M
33 positions
#15CHASE INVESTMENT COUNSEL CORPPassive
Some overlap · 3 shared positions
$VRT$DELL$STT
$474M
138 positions
#16Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$VRT$DELL$LITE$PLTR$ANET
$147M
69 positions
#17N10 ASSETS, LLCActive
Some overlap · 3 shared positions
$VRT$LITE$PLTR
$231M
34 positions
#18N10 WEALTH, LLCActive
Some overlap · 3 shared positions
$VRT$LITE$PLTR
$282M
43 positions
#19Aragon Global Management, LPActive
Some overlap · 3 shared positions
$VRT$LITE$PLTR
$264M
23 positions
#20Telligent Fund, LPActive
Some overlap · 3 shared positions
$VRT$LITE$ANET
$136M
23 positions
#21Incline Global Management LLCActive
Some overlap · 3 shared positions
$VRT$LITE$ANET
$357M
20 positions
#22Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$VRT$DELL$PLTR$ANET
$238M
149 positions
#23Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$VRT$LITE$CIEN
$132M
45 positions
#24NAVELLIER & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$VRT$AGX$PLTR$CIEN
$1.3B
322 positions
#25Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$VRT$DELL$AGX
$375M
75 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.