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 Arlington Partners

13F Portfolio OverlapQ2 2026Arlington Partners portfolio →

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Most similar hedge funds by 13F overlap

Arlington Partners LLC is an institutional investor managing $55M across 64 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 Partners are Independent Franchise Partners LLP, Dash Acquisitions, Saratoga Research & Investment, with shared positions in $AON, $SOLV, $LYV, $BMY, $EL, $ABNB. The full ranking of 25 similar funds is below.

#1Independent Franchise Partners LLPActive

Notable overlap · 14 shared positions

$AON $SOLV $LYV $BMY $EL $ABNB

$15.2B

26 positions

#2Dash Acquisitions Inc.Active

Notable overlap · 9 shared positions

$TMO $AON $SPGI $PM $ADP $MSCI

$494M

72 positions

#3Saratoga Research & Investment ManagementActive

Notable overlap · 9 shared positions

$NVO $ASML $UL $SBUX $CHRW $MDT

$1.8B

46 positions

#4WCM INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$ASML $MDT $PM $CHRW $CTVA $AON

$55.2B

266 positions

#5Optimist Retirement Group LLCActive

Notable overlap · 7 shared positions

$NVO $GSK $BMY $PM $BTI $NVS

$259M

118 positions

#6ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ASML $AON $UL $ADP $NVS $TRU

$713M

97 positions

#7SALT Holding Corp.Smart money

Notable overlap · 7 shared positions

$NVO $GSK $DEO $BTI $NVS $UL

$189M

25 positions

#8Keystone Financial Planning, Inc.Smart money

Notable overlap · 8 shared positions

$UL $GSK $BMY $MDT $PM $BTI

$388M

39 positions

#9Tevis Investment ManagementPassive

Notable overlap · 6 shared positions

$NVO $ASML $UL $MDT $PM $SBUX

$183M

104 positions

#10Bowie Capital Management, LLCActive

Notable overlap · 6 shared positions

$ASML $AJG $AON $SPGI $MSCI $TMO

$2.4B

37 positions

#11Thomasville National BankPassive

Notable overlap · 6 shared positions

$ASML $AJG $GSK $PM $TMO $CRM

$1.8B

241 positions

#12CAMDEN NATIONAL BANKPassive

Some overlap · 6 shared positions

$TMO $MDT $SPGI $ADP $NVS $ZTS

$767M

184 positions

#13BLS CAPITAL FONDSMAEGLERSELSKAB A/SSmart money

Some overlap · 6 shared positions

$AJG $SPGI $ADP $OTIS $CRM $ZTS

$2.6B

11 positions

#14MERIDIAN MANAGEMENT COActive

Some overlap · 7 shared positions

$TMO $SPGI $CRM $ASML $NVO $ABNB

$446M

84 positions

#15ABC ARBITRAGE SAPassive

Some overlap · 6 shared positions

$NVO $GSK $DEO $BTI $HLN $UL

$926M

381 positions

#16Eldred Rock Partners, LLCActive

Some overlap · 5 shared positions

$NVO $TMO $ASML $UL $NVS

$465M

29 positions

#17Mill Capital Management, LLCActive

Some overlap · 7 shared positions

$TMO $ASML $SPGI $PM $ZTS $OTIS

$1.5B

128 positions

#18Autumn Glory Partners, LLCPassive

Some overlap · 5 shared positions

$NVO $ASML $UL $SBUX $MDT

$353M

212 positions

#19DIAMOND HILL CAPITAL MANAGEMENT INCActive

Some overlap · 6 shared positions

$AON $CRM $SOLV $ZTS $MDT $TMO

$12.5B

186 positions

#20Round Hill Asset ManagementActive

Some overlap · 5 shared positions

$NVO $SPGI $BMY $MDT $KVUE

$159M

62 positions

#21Burkett Asset Management LtdPassive

Some overlap · 5 shared positions

$NVO $ASML $AON $DEO $UL

$107M

59 positions

#22Carolina Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$NVO $UL $BMY $MDT $PM

$255M

278 positions

#23ProVise Management Group, LLCPassive

Some overlap · 6 shared positions

$UL $MDT $PM $NVS $AON $GSK

$1.5B

282 positions

#24Hillman Capital Management, Inc.Passive

Some overlap · 6 shared positions

$GSK $BMY $EL $DEO $CRM $MDT

$138M

54 positions

#25GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 5 shared positions

$TMO $ASML $SBUX $ADP $OTIS

$372M

82 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.