What hedge funds are most similar to ARS Investment Partners, LLC?

The funds with the most similar 13F portfolios to ARS Investment Partners, LLC are BECK, Princeton Global Asset, Tamar Securities, based on overlapping conviction holdings in the latest SEC filings.

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 ARS Investment Partners

13F Portfolio OverlapQ2 2026ARS Investment Partners portfolio →

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Most similar hedge funds by 13F overlap

ARS Investment Partners, LLC is an institutional investor managing $2.3B across 181 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 ARS Investment Partners are BECK, Princeton Global Asset, Tamar Securities, with shared positions in $VRT, $WDC, $STX, $CCJ, $VST, $BWXT. The full ranking of 25 similar funds is below.

#1BECK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$VRT $WDC $STX $CCJ $VST $BWXT

$543M

140 positions

#2Princeton Global Asset Management LLCPassive

Notable overlap · 7 shared positions

$PWR $BX $CRH $APH $ETN $VRT

$692M

829 positions

#3Tamar Securities, LLCActive

Notable overlap · 5 shared positions

$FCX $PWR $NEM $VST $REGN

$1.1B

98 positions

#4NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 7 shared positions

$MPC $BA $APH $REGN $AJG $BLK

$595M

264 positions

#5Strong Tower Advisory ServicesPassive

Notable overlap · 5 shared positions

$FCX $PWR $BA $NEM $ETN

$568M

92 positions

#6Westend Capital Management, LLCPassive

Notable overlap · 4 shared positions

$FCX $PWR $BA $CCJ

$437M

242 positions

#7MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Notable overlap · 4 shared positions

$NEM $MPC $BX $HPE

$167M

84 positions

#8NEW WAVE WEALTH ADVISORS LLCPassive

Notable overlap · 12 shared positions

$VRT $MPC $WDC $PWR $NEM $FCX

$380M

210 positions

#9MASTERS CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$NEM $BA $FCX $BMY $ACN

$3.9B

80 positions

#10O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 4 shared positions

$NEM $MPC $CCJ $BWXT

$125M

61 positions

#11BOURGEON CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$VST $ETN $FCX $BA $PWR $BLK

$696M

113 positions

#12Markin Volterra Fund LPActive

Notable overlap · 6 shared positions

$WDC $VRT $STX $APH $PWR $HPE

$147M

69 positions

#13Wakefield Asset Management LLLPPassive

Notable overlap · 6 shared positions

$MPC $VRT $WDC $APH $NEM $BMY

$444M

225 positions

#14N10 WEALTH, LLCActive

Notable overlap · 4 shared positions

$PWR $VRT $VST $APH

$348M

65 positions

#15N10 ASSETS, LLCActive

Notable overlap · 4 shared positions

$PWR $VRT $VST $APH

$263M

34 positions

#16SIERRA SUMMIT ADVISORS LLCPassive

Notable overlap · 7 shared positions

$VRT $PWR $FCX $REGN $BA $STLD

$895M

185 positions

#17Beech Hill Advisors, Inc.Passive

Notable overlap · 4 shared positions

$BX $BA $ETN $FCX

$226M

97 positions

#18Dorsey Wright & AssociatesPassive

Notable overlap · 6 shared positions

$WDC $APH $PWR $NEM $TRGP $STX

$590M

131 positions

#19BankChampaign, National AssociationPassive

Notable overlap · 5 shared positions

$WDC $VRT $ETN $VST $PWR

$120M

202 positions

#20VMS Asset Management LimitedActive

Notable overlap · 3 shared positions

$WDC $VRT $STX

$264M

32 positions

#21ADAMS NATURAL RESOURCES FUND, INC.Smart money

Notable overlap · 7 shared positions

$MPC $FCX $NEM $TRGP $CRH $STLD

$857M

50 positions

#22AMJ Financial Wealth ManagementActive

Notable overlap · 4 shared positions

$NEM $PWR $ETN $TRGP

$424M

86 positions

#23PINNBROOK CAPITAL MANAGEMENT LPPassive

Notable overlap · 4 shared positions

$MPC $PWR $STX $WDC

$938M

103 positions

#24Bouvel Investment Partners, LLCPassive

Notable overlap · 5 shared positions

$ETN $BA $PWR $APH $VRT

$433M

85 positions

#25Legacy Bridge, LLCPassive

Notable overlap · 6 shared positions

$VRT $ETN $WDC $STX $PWR $HPE

$324M

322 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.