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Hedge Funds Similar to Arlington

13F Portfolio OverlapQ3 2026Arlington portfolio →
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Most similar hedge funds by 13F overlap

Arlington Trust Co LLC is an institutional investor managing $1.3B across 969 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Arlington are Ballew Advisors, Verus Financial Partners, BALDWIN WEALTH PARTNERS, with shared positions in $IAU, $AJG, $SO, $TFC, $DOV, $TJX. The full ranking of 25 similar funds is below.

#1Ballew Advisors, IncActive
Some overlap · 4 shared positions
$IAU$AJG$SO$TFC
$201M
133 positions
#2Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$IAU$DOV$SO$TJX$HCA
$1.2B
127 positions
#3BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 3 shared positions
$IAU$AJG$DOV
$1.5B
234 positions
#4REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$AJG
$769M
225 positions
#5Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$IAU$MTB$PSLV$SIVR
$183M
77 positions
#6LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$IAU$DOV$SO$PSLV
$2.7B
633 positions
#7Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AJG$TJX
$710M
193 positions
#8Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$IAU$DOV$SO$STT
$166M
570 positions
#9Blueprint Financial Advisors LLCActive
Some overlap · 4 shared positions
$IAU$DOV$PSLV$STT
$900M
131 positions
#10SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$IAU$AJG$TJX
$2.1B
218 positions
#11Novak & Powell Financial Services, Inc.Passive
Slight overlap · 3 shared positions
$IAU$DOV$SO
$212M
171 positions
#12OneDigital Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$IAU$DOV$SO
$11.8B
1,573 positions
#13Permanens Capital L.P.Active
Slight overlap · 3 shared positions
$IAU$DOV$AJG
$972M
100 positions
#14Systelligence, LLCActive
Slight overlap · 3 shared positions
$IAU$DOV$SIVR
$599M
62 positions
#15MYECFO, LLCSmart money
Slight overlap · 3 shared positions
$IAU$DOV$SIVR
$266M
72 positions
#16Discipline Wealth Solutions, LLCActive
Slight overlap · 3 shared positions
$IAU$DOV$PSLV
$1.2B
196 positions
#17Blueprint Investment Partners LLCActive
Slight overlap · 4 shared positions
$IAU$DOV$PSLV$STT
$1.2B
159 positions
#18FIFTH THIRD SECURITIES, INC.Passive
Slight overlap · 3 shared positions
$IAU$DOV$STT
$2.0B
420 positions
#19PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Slight overlap · 3 shared positions
$IAU$DOV$STT
$1.7B
236 positions
#20Sharkey, Howes & JaverActive
Slight overlap · 3 shared positions
$IAU$DOV$STT
$830M
159 positions
#21Towneley Capital Management, Inc / DESmart money
Slight overlap · 3 shared positions
$IAU$DOV$STT
$505M
45 positions
#22Allie Family Office LLCActive
Slight overlap · 3 shared positions
$IAU$DOV$STT
$270M
107 positions
#23Lynx Investment AdvisoryPassive
Slight overlap · 3 shared positions
$IAU$DOV$TFC
$305M
230 positions
#24Smith Thornton Advisors LLCPassive
Slight overlap · 3 shared positions
$IAU$SFBS$SO
$229M
139 positions
#25Catalyst Investment Management LLCActive
Slight overlap · 3 shared positions
$IAU$DOV$AJG
$113M
74 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.