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Hedge Funds Similar to ARWA

13F Portfolio OverlapQ2 2026ARWA portfolio →
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Most similar hedge funds by 13F overlap

ARWA LLC is an institutional investor managing $241M across 139 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 ARWA are Raub Brock, JENSEN INVESTMENT, HFR Wealth, with shared positions in $NDAQ, $TJX, $MSI, $CASY, $CARR, $MCK. The full ranking of 25 similar funds is below.

#1Raub Brock Capital Management LPActive
Notable overlap · 7 shared positions
$NDAQ$TJX$MSI$CASY$CARR$MCK
$363M
45 positions
#2JENSEN INVESTMENT MANAGEMENT INCActive
Notable overlap · 7 shared positions
$TJX$WM$MRSH$MSI$SYK$CTAS
$4.1B
83 positions
#3HFR Wealth Management, LLCActive
Notable overlap · 6 shared positions
$AMGN$CTAS$TJX$WM$NEE$APH
$410M
53 positions
#4TORRAY LLCActive
Notable overlap · 6 shared positions
$AMGN$PLD$MRSH$CASY$NEE$APH
$741M
91 positions
#5DEARBORN PARTNERS LLCPassive
Notable overlap · 7 shared positions
$CASY$MSI$SYK$NDAQ$NEE$CTAS
$1.8B
269 positions
#6Segment Wealth Management, LLCPassive
Notable overlap · 8 shared positions
$MCK$APH$SYK$CTAS$MSI$TJX
$1.9B
312 positions
#7AVITY INVESTMENT MANAGEMENT INC.Active
Notable overlap · 6 shared positions
$AMGN$TJX$MRSH$NEE$APH$CARR
$1.6B
118 positions
#8JOHNSON INVESTMENT COUNSEL INCActive
Notable overlap · 7 shared positions
$AEP$TJX$WM$NDAQ$APH$SYK
$13.7B
840 positions
#9JLB & ASSOCIATES INCPassive
Notable overlap · 6 shared positions
$AMGN$TJX$CASY$APH$MRSH$SYK
$748M
68 positions
#10Graphene Investments SASPassive
Notable overlap · 5 shared positions
$NDAQ$EOG$WM$MSI$MCK
$172M
42 positions
#11Stack Financial Management, IncActive
Notable overlap · 5 shared positions
$EOG$WM$AEP$SYK$NEE
$1.3B
54 positions
#12Steigerwald, Gordon & Koch Inc.Passive
Notable overlap · 5 shared positions
$AMGN$SYK$CARR$NEE$MCK
$1.0B
765 positions
#13InTrack Investment Management IncPassive
Notable overlap · 6 shared positions
$WM$NEE$SYK$MCK$CARR$GLDM
$202M
110 positions
#14Stillwater Wealth Management Group
Notable overlap · 5 shared positions
$AMGN$TJX$WM$SYK$NEE
$162M
77 positions
#15WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 5 shared positions
$EOG$SYK$DRI$CARR$NEE
$2.1B
131 positions
#16CAPE COD FIVE CENTS SAVINGS BANKPassive
Notable overlap · 6 shared positions
$AMGN$SYK$NEE$TJX$APH$MRSH
$1.2B
203 positions
#17HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$TJX$WM$SYK$CARR$APH
$322M
103 positions
#18Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$TJX$NEE$MCK$MSI$SYK$WM
$339M
49 positions
#19DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$AMGN$NEE$CTAS$MCK$TJX$CASY
$517M
137 positions
#20Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$TJX$WM$NEE$MCK$MRSH
$253M
63 positions
#21Harrington Investments, INCPassive
Some overlap · 5 shared positions
$AMGN$TJX$MRSH$SYK$PLD
$206M
82 positions
#22SHUTTLEWORTH & CoPassive
Some overlap · 6 shared positions
$TJX$WM$MCK$APH$CTAS$AEP
$125M
51 positions
#23HENDLEY & CO INCActive
Some overlap · 5 shared positions
$EOG$AEP$SYK$TJX$APH
$283M
47 positions
#24Reynders McVeigh Capital Management, LLC
Some overlap · 5 shared positions
$TJX$SYK$CARR$WM$APH
$2.0B
195 positions
#25BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 6 shared positions
$NEE$TJX$WM$PLD$SYK$APH
$683M
180 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.