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Hedge Funds Similar to Arrowroot Family Office

13F Portfolio OverlapQ2 2026Arrowroot Family Office portfolio →
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Most similar hedge funds by 13F overlap

Arrowroot Family Office, LLC is an institutional investor managing $349M across 174 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 Arrowroot Family Office are Columbus Macro, SEEDS INVESTOR, Aberdeen Wealth, with shared positions in $CL, $SNPS, $KLAC, $IAU, $MDY, $CRM. The full ranking of 25 similar funds is below.

#1Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$CL$SNPS$KLAC
$1.0B
207 positions
#2SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$SNPS$IAU$MDY$KLAC
$973M
379 positions
#3Aberdeen Wealth Management LLCActive
Some overlap · 3 shared positions
$CL$IAU$SNPS
$208M
427 positions
#4Financial Gravity Asset Management, Inc.
Some overlap · 3 shared positions
$SNPS$CL$CRM
$562M
973 positions
#5DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$CL$CRM$AON
$12.5B
186 positions
#6Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 3 shared positions
$SNPS$CL$CRM
$616M
1,040 positions
#7Infusive Asset Management Inc.Passive
Some overlap · 3 shared positions
$CL$CRM$MCD
$220M
30 positions
#8Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Some overlap · 3 shared positions
$CL$SNPS$KLAC
$157M
85 positions
#9SENTINEL TRUST CO LBASmart money
Some overlap · 4 shared positions
$IAU$NET$MDY$MCD
$1.1B
136 positions
#10LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$CL$IAU$CRM
$143M
89 positions
#11PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 3 shared positions
$SNPS$IAU$MDY
$1.7B
240 positions
#12PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Slight overlap · 3 shared positions
$SNPS$IAU$CRM
$2.8B
186 positions
#13Bulltick Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$IAU$NET$CRM
$490M
134 positions
#14Colter Lewis Investment Partners LLCActive
Slight overlap · 3 shared positions
$CL$IAU$MDY
$225M
114 positions
#15BLUEDOOR PRIVATE WEALTH, LLCPassive
Slight overlap · 4 shared positions
$IAU$CL$MCD$KLAC
$238M
164 positions
#16Robinhood Asset Management, LLCActive
Slight overlap · 3 shared positions
$CL$NET$KLAC
$1.9B
83 positions
#17SageGuard Financial Group, LLCPassive
Slight overlap · 3 shared positions
$CL$IAU$MCD
$712M
211 positions
#18Stablepoint Partners, LLCPassive
Slight overlap · 3 shared positions
$SNPS$IAU$MCD
$723M
260 positions
#19Ifrah Financial Services, Inc.Passive
Slight overlap · 3 shared positions
$SNPS$IAU$KLAC
$409M
214 positions
#20SIGMA INVESTMENT COUNSELORS INCActive
Slight overlap · 3 shared positions
$SNPS$IAU$KLAC
$2.1B
218 positions
#21Checchi Capital Advisers, LLCActive
Slight overlap · 3 shared positions
$SNPS$IAU$KLAC
$2.2B
609 positions
#22ROSENBLUM SILVERMAN SUTTON S F INC /CAPassive
Slight overlap · 3 shared positions
$SNPS$CRM$MDY
$416M
80 positions
#23REGIMEN WEALTH, LLCActive
Slight overlap · 3 shared positions
$SNPS$IAU$MCD
$371M
76 positions
#24DAVIS-REA LTD.Active
Slight overlap · 3 shared positions
$SNPS$NET$MCD
$351M
45 positions
#25Sunstone Asset Management, L.P.Passive
Slight overlap · 3 shared positions
$SNPS$NET$KLAC
$92M
57 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.