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Hedge Funds Similar to ARVEST INVESTMENTS

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

ARVEST INVESTMENTS, INC. is an institutional investor managing $835M across 243 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 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
$416M
126 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
$241M
98 positions
#6PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MDY$TRV$PEG
$514M
167 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
$147M
106 positions
#9Veracity Capital LLCPassive
Some overlap · 4 shared positions
$MDY$STX$ANET$OKE
$372M
222 positions
#10UNION SAVINGS BANKActive
Some overlap · 3 shared positions
$MDY$TRV$ES
$250M
326 positions
#11WASHINGTON TRUST CoPassive
Some overlap · 3 shared positions
$MDY$EQIX$IQV
$3.2B
291 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
$116M
172 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
$227M
47 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
$199M
66 positions
#23Forza Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$STX$MDY$TRV
$346M
194 positions
#24Capital Innovations LLCActive
Slight overlap · 4 shared positions
$CEG$LNG$PEG$OKE
$385M
51 positions
#25Copper Harbor Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$STX$MDY$ANET
$486M
99 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.