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 RHODES INVESTMENT ADVISORS /ADV

13F Portfolio OverlapQ1 2026RHODES INVESTMENT ADVISORS /ADV portfolio →

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Most similar hedge funds by 13F overlap

RHODES INVESTMENT ADVISORS INC /ADV is an institutional investor managing $116M across 116 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to RHODES INVESTMENT ADVISORS /ADV are Kercheville Advisors,, Passumpsic Savings Bank, IronBridge Private Wealth,, with shared positions in $USB, $GEV, $PLTR, $SBUX, $TME, $UBER. The full ranking of 25 similar funds is below.

#1Kercheville Advisors, LLCPassive

Notable overlap · 7 shared positions

$USB $GEV $PLTR $SBUX $TME $UBER

$313M

106 positions

#2Passumpsic Savings Bank

Notable overlap · 4 shared positions

$USB $GE $GEV $UBER

$183M

90 positions

#3IronBridge Private Wealth, LLCActive

Notable overlap · 5 shared positions

$USB $SLV $ALPS $PLTR $ET

$310M

45 positions

#4Prospect Financial Services LLCPassive

Notable overlap · 4 shared positions

$USB $SLV $PLTR $ET

$164M

104 positions

#5CapWealth Advisors, LLCActive

Notable overlap · 5 shared positions

$GE $GEV $PLTR $KO $UNH

$1.3B

118 positions

#6EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$USB $FDX $KO $SBUX $UNH

$1.4B

56 positions

#7HERBST GROUP, LLCPassive

Notable overlap · 5 shared positions

$GE $GEV $ALPS $PANW $CRWD

$162M

59 positions

#8Lakeside Advisors, INC.Active

Notable overlap · 5 shared positions

$USB $GE $SBUX $GEV $FDX

$150M

65 positions

#9CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 4 shared positions

$USB $GEV $PLTR $PANW

$60M

36 positions

#10Gunderson Capital Management Inc.Passive

Notable overlap · 4 shared positions

$GE $GEV $PLTR $DELL

$239M

46 positions

#11Pavion Blue Capital, LLCPassive

Notable overlap · 6 shared positions

$GE $GEV $KO $FDX $SBUX $AXP

$230M

108 positions

#12GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 5 shared positions

$BN $GE $GEV $SBUX $UBER

$328M

83 positions

#13KRAEMATON INVESTMENT ADVISORS, INCPassive

Notable overlap · 5 shared positions

$USB $ALPS $PLTR $ADBE $BN

$123M

99 positions

#14Fortress Financial Solutions, LLCActive

Notable overlap · 6 shared positions

$USB $ALPS $PLTR $CRWD $SLV $UNH

$96M

56 positions

#15WD RUTHERFORD LLCPassive

Some overlap · 6 shared positions

$GE $GEV $USB $PANW $CRWD $AXP

$225M

71 positions

#16New Millennium Group LLC

Some overlap · 4 shared positions

$GE $GEV $PLTR $PANW

$231M

407 positions

#17Meadowbrook Wealth Management, LLCPassive

Some overlap · 6 shared positions

$GE $GEV $ALPS $CRWD $UBER $RDDT

$75M

65 positions

#18KADENSA CAPITAL LtdActive

Some overlap · 4 shared positions

$GE $GEV $PLTR $TME

$718M

39 positions

#19David R. Rahn & Associates Inc.Passive

Some overlap · 5 shared positions

$USB $SLV $FDX $GEV $ET

$354M

122 positions

#20Accuvest Global AdvisorsPassive

Some overlap · 6 shared positions

$GE $PLTR $GEV $CRWD $UBER $BN

$107M

57 positions

#21Left Brain Wealth Management, LLCPassive

Some overlap · 4 shared positions

$GE $ALPS $PLTR $UBER

$255M

79 positions

#22Blue Line Capital, LLC / ILPassive

Some overlap · 5 shared positions

$USB $ALPS $PLTR $CRWD $UBER

$88M

65 positions

#23SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive

Some overlap · 5 shared positions

$USB $ALPS $GE $UNH $PANW

$191M

88 positions

#24Volterra Technologies LPPassive

Some overlap · 8 shared positions

$DELL $PANW $ADBE $PLTR $CRWD $UNH

$823M

301 positions

#25Titan Investment Management LLCPassive

Some overlap · 4 shared positions

$USB $DELL $UNH $PLTR

$113M

37 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.