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 ARVEST INVESTMENTS

13F Portfolio OverlapQ2 2026ARVEST INVESTMENTS portfolio →

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Most similar hedge funds by 13F overlap

ARVEST INVESTMENTS, INC. is an institutional investor managing $827M across 255 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 ARVEST INVESTMENTS are Arvest Bank Division, Fi3 FINANCIAL ADVISORS, ARK & TLK INVESTMENTS, with shared positions in $MDY, $CEG, $TRV, $ANET, $IQV, $STX. The full ranking of 25 similar funds is below.

#1Arvest Bank Trust DivisionPassive

Some overlap · 5 shared positions

$MDY $CEG $TRV $ANET $IQV

$2.1B

240 positions

#2Fi3 FINANCIAL ADVISORS, LLCPassive

Some overlap · 3 shared positions

$MDY $STX $CFG

$418M

232 positions

#3ARK & TLK INVESTMENTS, LLCSmart money

Some overlap · 3 shared positions

$MDY $STX $OKE

$406M

127 positions

#4LYNX CAPITAL GROUP LTD /ADVPassive

Some overlap · 3 shared positions

$MDY $CEG $OKE

$248M

91 positions

#5Junk Investment Group, LLCActive

Some overlap · 3 shared positions

$MDY $TFC $CEG

$226M

97 positions

#6PEDDOCK CAPITAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$MDY $TRV $PEG

$501M

165 positions

#7RETIREMENT INCOME SOLUTIONS, INCSmart money

Some overlap · 3 shared positions

$MDY $LNT $DTB

$581M

172 positions

#8VIRTUE ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$MDY $CEG $TFC $TRV $ANET

$142M

108 positions

#9Veracity Capital LLCPassive

Some overlap · 4 shared positions

$MDY $STX $ANET $OKE

$370M

223 positions

#10UNION SAVINGS BANKActive

Some overlap · 3 shared positions

$MDY $TRV $ES

$249M

322 positions

#11WASHINGTON TRUST CoPassive

Some overlap · 3 shared positions

$MDY $EQIX $IQV

$3.2B

296 positions

#12REAVES W H & CO INCActive

Some overlap · 6 shared positions

$CEG $LNG $EQIX $DTB $LNT $ANET

$6.6B

94 positions

#13Railway Pension Investments LtdActive

Slight overlap · 5 shared positions

$CEG $LNG $PEG $EQIX $ANET

$8.0B

102 positions

#14CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Slight overlap · 5 shared positions

$CEG $LNG $PEG $EQIX $OKE

$7.2B

101 positions

#15Catherine Avery Investment Management LLCPassive

Slight overlap · 4 shared positions

$STX $ES $TFC $OKE

$229M

166 positions

#16ENTRUST FINANCIAL LLCActive

Slight overlap · 4 shared positions

$MDY $STX $PEG $TFC

$154M

445 positions

#17Rialto Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$MDY $CARR $LNG

$505M

1,934 positions

#18United Capital Management of KS, Inc.Passive

Slight overlap · 3 shared positions

$STX $CEG $TFC

$763M

98 positions

#19Energy Income Partners, LLCActive

Slight overlap · 5 shared positions

$LNG $PEG $DTB $LNT $OKE

$6.4B

88 positions

#20Disciplined Equity Management, Inc.Smart money

Slight overlap · 5 shared positions

$TFC $PFH $HPQ $ANET $OKE

$226M

45 positions

#21Anchor Bay Capital, Inc.Passive

Slight overlap · 3 shared positions

$STX $CEG $TFC

$185M

341 positions

#22Ausbil Investment Management LtdPassive

Slight overlap · 4 shared positions

$CEG $ES $LNG $OKE

$221M

65 positions

#23Forza Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$STX $MDY $TRV

$326M

194 positions

#24Capital Innovations LLCPassive

Slight overlap · 4 shared positions

$CEG $LNG $PEG $OKE

$385M

51 positions

#25Copper Harbor Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$STX $MDY $ANET

$472M

95 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.