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Hedge Funds Similar to RMB

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

RMB Capital Management, LLC is an institutional investor managing $6.5B across 900 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 RMB are LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP, Empire Life Investments, Investment Services of America, with shared positions in $DHR, $TJX, $PM, $ADI, $EOG, $ASML. The full ranking of 25 similar funds is below.

#1LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 7 shared positions
$DHR$TJX$PM$ADI$EOG$ASML
$10.8B
564 positions
#2Empire Life Investments Inc.Active
Some overlap · 6 shared positions
$AME$TJX$CRWD$BKNG$PM$EOG
$1.8B
113 positions
#3Capital Investment Services of America, Inc.Active
Some overlap · 6 shared positions
$DHR$TJX$AME$BKNG$IDXX$SNPS
$1.0B
83 positions
#4DAVIS R M INCActive
Some overlap · 5 shared positions
$AME$DHR$TJX$IDXX$ASML
$6.3B
280 positions
#5Renaissance Investment Group LLCPassive
Some overlap · 5 shared positions
$DHR$TJX$CRWD$BKNG$CRS
$508M
84 positions
#6Broderick Brian CActive
Some overlap · 5 shared positions
$DHR$TJX$CRWD$ADI$ASML
$646M
95 positions
#7HM PAYSON & COActive
Some overlap · 5 shared positions
$AME$TJX$DHR$HUBB$ASML
$7.5B
1,139 positions
#8Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$AME$TJX$CW$ADI$ASML
$2.3B
275 positions
#9SOMERVILLE KURT FActive
Some overlap · 5 shared positions
$DHR$TJX$CRWD$ADI$ASML
$419M
97 positions
#10Elefante Mark BActive
Some overlap · 5 shared positions
$DHR$TJX$CRWD$ADI$ASML
$232M
60 positions
#11Regency Capital Management Inc.\DEPassive
Some overlap · 5 shared positions
$AME$DHR$HUBB$CRS$ASML
$251M
64 positions
#12NORTH STAR ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$AME$DHR$ADI$ASML$SNPS
$2.5B
372 positions
#13GDS Wealth ManagementPassive
Some overlap · 5 shared positions
$TJX$CRWD$MPWR$ADI$SNPS
$2.1B
232 positions
#14JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$DHR$TJX$ADI$HUBB$ASML
$13.7B
840 positions
#15BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 5 shared positions
$TJX$DHR$BKNG$ADI$IDXX
$2.7B
804 positions
#16Hemenway Trust Co LLCActive
Some overlap · 5 shared positions
$DHR$TJX$CRWD$ADI$ASML
$1.4B
135 positions
#17Slow Capital, Inc.Active
Some overlap · 5 shared positions
$CRWD$TJX$ADI$ASML$SNPS
$890M
110 positions
#18BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DHR$CW$ADI$EOG$HUBB
$696M
113 positions
#19Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$TJX$DHR$ADI$ASML$SNPS
$345M
576 positions
#20BRADLEY FOSTER & SARGENT INC/CTActive
Some overlap · 5 shared positions
$DHR$ADI$HUBB$RBC$IDXX
$7.1B
535 positions
#21DUNCKER STREETT & CO INCPassive
Some overlap · 4 shared positions
$DHR$CRWD$TJX$AME
$598M
504 positions
#22Evansbrook LLCActive
Some overlap · 5 shared positions
$CRWD$PM$ADI$TJX$ASML
$171M
126 positions
#23Phraction Management LLCActive
Some overlap · 5 shared positions
$DHR$PM$ADI$ASML$SNPS
$545M
67 positions
#24Alamea Verwaltungs GmbHActive
Some overlap · 5 shared positions
$AME$CW$HUBB$DHR$ASML
$125M
73 positions
#25CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$AME$TJX$MPWR$IDXX
$435M
70 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.