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Hedge Funds Similar to Arnhold

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

Arnhold LLC is an institutional investor managing $1.4B across 113 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 Arnhold are M & L Ltd, BCWM, KEYSTONE INVESTORS PTE LTD, with shared positions in $COHR, $MRVL, $LITE, $VRT, $IAU, $T. The full ranking of 25 similar funds is below.

#1M & L Capital Management LtdActive
Notable overlap · 4 shared positions
$COHR$MRVL$LITE$VRT
$482M
24 positions
#2BCWM, LLCPassive
Notable overlap · 6 shared positions
$IAU$T$BMY$PFE$VZ$SONY
$342M
57 positions
#3KEYSTONE INVESTORS PTE LTDActive
Notable overlap · 5 shared positions
$COHR$LITE$MRVL$BABA$VRT
$1.9B
84 positions
#4Incline Global Management LLCActive
Notable overlap · 3 shared positions
$COHR$VRT$LITE
$357M
20 positions
#5ShoreHaven Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$VRT$VZ
$326M
102 positions
#6N10 ASSETS, LLCActive
Notable overlap · 4 shared positions
$VRT$MRVL$LITE$UBER
$263M
34 positions
#7N10 WEALTH, LLCActive
Notable overlap · 4 shared positions
$VRT$MRVL$LITE$UBER
$348M
65 positions
#8Decker Retirement Planning Inc.Active
Notable overlap · 4 shared positions
$MRVL$COHR$LITE$IAU
$302M
359 positions
#9Talos Eurisko Asset Management LPActive
Notable overlap · 3 shared positions
$VRT$COHR$LITE
$703M
25 positions
#10Goldstream Capital Management LtdActive
Notable overlap · 4 shared positions
$VRT$LITE$COHR$MRVL
$132M
45 positions
#11Farrell Financial LLCActive
Notable overlap · 4 shared positions
$IAU$LITE$MRVL$UBER
$187M
81 positions
#12Spear Advisors LLCActive
Notable overlap · 3 shared positions
$COHR$MRVL$LITE
$291M
28 positions
#13Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 5 shared positions
$LITE$VRT$BMY$PFE$VZ
$513M
70 positions
#14Shah Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$UBER$VZ$T
$433M
79 positions
#15LifePlan Financial, LLCPassive
Notable overlap · 3 shared positions
$IAU$VZ$PYPL
$141M
91 positions
#16Cauble & Harre Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$IAU$ADBE$PYPL
$125M
72 positions
#17ANDERSON HOAGLAND & COActive
Notable overlap · 3 shared positions
$IAU$GM$UBER
$1.3B
135 positions
#18Wealth Quarterback LLCActive
Notable overlap · 3 shared positions
$IAU$BMY$SLV
$328M
180 positions
#19NKCFO LLCPassive
Notable overlap · 4 shared positions
$IAU$SLV$BABA$COHR
$330M
92 positions
#20NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 4 shared positions
$IAU$VZ$T$SLV
$838M
122 positions
#21Maytree Asset Management LtdActive
Notable overlap · 4 shared positions
$COHR$MRVL$LITE$VRT
$154M
44 positions
#22EHRLICH FINANCIAL GROUPActive
Notable overlap · 3 shared positions
$IAU$VZ$MRVL
$193M
120 positions
#23North Growth Management Ltd.Active
Notable overlap · 3 shared positions
$COHR$LITE$ADBE
$743M
48 positions
#24Kelly Financial Services LLCActive
Notable overlap · 3 shared positions
$IAU$VZ$T
$463M
130 positions
#25VMS Asset Management LimitedActive
Notable overlap · 3 shared positions
$VRT$MRVL$COHR
$264M
32 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.