Hedge Funds Similar to ARRIEN INVESTMENTS

13F Portfolio OverlapQ2 2026ARRIEN INVESTMENTS portfolio →

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Most similar hedge funds by 13F overlap

ARRIEN INVESTMENTS, INC. is an institutional investor managing $198M across 44 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 ARRIEN INVESTMENTS are Signet Investment Advisory Group, CADINHA, Sage Investment Advisers, with shared positions in $IAU, $USB, $MCD, $BA, $IDA. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive

Notable overlap · 3 shared positions

$227M

73 positions

#2CADINHA & CO LLCActive

Notable overlap · 3 shared positions

$675M

107 positions

#3Sage Investment Advisers LLCPassive

Notable overlap · 3 shared positions

$149M

98 positions

#4Oxbow Advisors, LLCPassive

Notable overlap · 3 shared positions

$1.2B

265 positions

#5Advantage Trust CoActive

Some overlap · 4 shared positions

$MCD $IAU $USB $BA

$284M

197 positions

#6Tarbox Group, Inc.Smart money

Some overlap · 3 shared positions

$698M

96 positions

#7InvesTrustPassive

Some overlap · 3 shared positions

$260M

95 positions

#8West Wealth Group, LLCActive

Some overlap · 3 shared positions

$611M

143 positions

#9Wheelhouse Advisory Group LLCActive

Some overlap · 3 shared positions

$354M

55 positions

#10Stonebridge Capital Advisors LLCPassive

Some overlap · 3 shared positions

$1.6B

215 positions

#11Novak & Powell Financial Services, Inc.Passive

Some overlap · 3 shared positions

$212M

171 positions

#12BAKER BOYER NATIONAL BANKSmart money

Some overlap · 3 shared positions

$364M

94 positions

#13Smart Portfolios, LLC

Some overlap · 3 shared positions

$100M

99 positions

#14First PREMIER BankPassive

Some overlap · 3 shared positions

$619M

358 positions

#15Lakeside Advisors, INC.Active

Some overlap · 3 shared positions

$159M

65 positions

#16LYNCH & ASSOCIATES/INPassive

Some overlap · 3 shared positions

$573M

129 positions

#17Midwest Financial Group LLCPassive

Some overlap · 3 shared positions

$285M

136 positions

#18First Command Advisory Services, Inc.Active

Some overlap · 3 shared positions

$16.8B

1,247 positions

#19FIDUCIARY ADVISORS, INC.Active

Some overlap · 3 shared positions

$149M

155 positions

#20Entelevest, LLCPassive

Some overlap · 3 shared positions

$117M

142 positions

#21Cypress Capital GroupPassive

Some overlap · 3 shared positions

$1.1B

314 positions

#22BETO FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$190M

154 positions

#23OneDigital Investment Advisors LLCPassive

Some overlap · 3 shared positions

$11.8B

1,573 positions

#24Wood Tarver Financial Group, LLCActive

Some overlap · 3 shared positions

$424M

165 positions

#25RW Investment Management LLCSmart money

Some overlap · 3 shared positions

$1.1B

115 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.