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Hedge Funds Similar to FinArc Investments

13F Portfolio OverlapQ3 2026FinArc Investments portfolio →
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Most similar hedge funds by 13F overlap

FinArc Investments, Inc. is an institutional investor managing $113M across 58 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 FinArc Investments are SUMMITRY, R.H. Investment Group, DB Fitzpatrick, with shared positions in $CARR, $LOW, $TMO, $SBUX, $CRM, $AMGN. The full ranking of 25 similar funds is below.

#1SUMMITRY LLCPassive
Notable overlap · 6 shared positions
$CARR$LOW$TMO$SBUX$CRM$AMGN
$3.0B
340 positions
#2R.H. Investment Group, LLCActive
Notable overlap · 3 shared positions
$TRV$AMGN$TMO
$133M
47 positions
#3DB Fitzpatrick & Co, IncActive
Notable overlap · 5 shared positions
$DHR$TMO$SBUX$AMGN$CRM
$121M
100 positions
#4DELTA ASSET MANAGEMENT LLC/TNActive
Notable overlap · 4 shared positions
$LOW$CARR$SYY$DIS
$1.2B
599 positions
#5R.H. Dinel Investment Counsel, Inc.Active
Notable overlap · 5 shared positions
$AMGN$TMO$SBUX$KMB$GIS
$142M
39 positions
#6Arlington Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$AMGN$SBUX$DIS$CRM
$796M
112 positions
#7Steigerwald, Gordon & Koch Inc.Passive
Notable overlap · 5 shared positions
$TRV$AMGN$CARR$SYY$DIS
$1.0B
765 positions
#8Lincoln Capital LLCActive
Notable overlap · 5 shared positions
$DHR$SBUX$CARR$DIS$TRV
$570M
138 positions
#9Aurdan Capital Management, LLCActive
Notable overlap · 5 shared positions
$AMGN$LOW$SYY$KR$DIS
$394M
99 positions
#10Mirova US LLCActive
Notable overlap · 5 shared positions
$TMO$LOW$DHR$VLTO$CRM
$9.3B
45 positions
#11Cypress Capital, LLCActive
Notable overlap · 6 shared positions
$AMGN$KR$SBUX$LOW$NXT$GIS
$377M
117 positions
#12PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 3 shared positions
$SYY$TMO$CARR
$837M
90 positions
#13First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 4 shared positions
$LOW$DIS$AMGN$DHR
$529M
75 positions
#14Gates Capital Management, Inc.Active
Notable overlap · 3 shared positions
$CARR$PNR$VLTO
$4.2B
35 positions
#15WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 3 shared positions
$CARR$DHR$DIS
$2.1B
131 positions
#16Hamrick Investment Counsel, llcPassive
Notable overlap · 3 shared positions
$AMGN$SBUX$DHR
$151M
184 positions
#17MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 4 shared positions
$AMGN$SBUX$LOW$TMO
$1.2B
100 positions
#18VAN STRUM & TOWNE INC.Passive
Notable overlap · 4 shared positions
$AMGN$DIS$CRM$LOW
$367M
111 positions
#19DIAMOND HILL CAPITAL MANAGEMENT INCActive
Notable overlap · 7 shared positions
$DIS$SYY$CRM$CARR$TMO$GIS
$12.5B
186 positions
#20Longview Partners (Guernsey) LTDActive
Notable overlap · 3 shared positions
$SYY$TMO$CRM
$6.2B
23 positions
#21WEITZ INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 5 shared positions
$DHR$TMO$IR$CRM$VLTO
$1.4B
50 positions
#22Ironvine Capital Partners, LLCActive
Notable overlap · 4 shared positions
$TMO$DHR$LOW$DIS
$1.1B
57 positions
#23NEW SOUTH CAPITAL MANAGEMENT INCActive
Notable overlap · 3 shared positions
$AZO$TMO$SSNC
$2.3B
48 positions
#24MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Some overlap · 4 shared positions
$TRV$AZO$TMO$TT
$295M
184 positions
#25BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 3 shared positions
$LOW$AMGN$GIS
$235M
33 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.