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Hedge Funds Similar to RMB ,

13F Portfolio OverlapQ1 2026RMB , portfolio →
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Most similar hedge funds by 13F overlap

RMB Capital Management, LLC is an institutional investor managing $5.6B across 869 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 RMB , are LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA, Alecta Tjanstepension Omsesidigt, Investment Services of America,, with shared positions in $DHR, $TJX, $EOG, $PM, $IDXX, $ADI. The full ranking of 25 similar funds is below.

#1LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 7 shared positions
$DHR$TJX$EOG$PM$IDXX$ADI
$10.0B
560 positions
#2Alecta Tjanstepension OmsesidigtActive
Some overlap · 7 shared positions
$TJX$DHR$AME$AMAT$ADI$PANW
$20.5B
78 positions
#3Capital Investment Services of America, Inc.Active
Some overlap · 6 shared positions
$DHR$TJX$BKNG$IDXX$AME$SNPS
$958M
80 positions
#4DAVIS R M INCActive
Some overlap · 5 shared positions
$AME$DHR$TJX$IDXX$PANW
$5.6B
273 positions
#5BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 6 shared positions
$TJX$BKNG$AMAT$IDXX$ADI$PANW
$2.4B
787 positions
#6PARK NATIONAL CORP /OH/Passive
Some overlap · 5 shared positions
$WT$TJX$MPWR$ADI$PANW
$3.3B
381 positions
#7Family Legacy Financial Solutions, LLCActive
Some overlap · 5 shared positions
$WT$DHR$LUMN$ADI$PANW
$124M
44 positions
#8Sierra Legacy GroupPassive
Some overlap · 4 shared positions
$AME$DHR$TJX$NDSN
$131M
77 positions
#9Saranac Partners LtdPassive
Some overlap · 4 shared positions
$AME$DHR$TJX$AMAT
$234M
103 positions
#10NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$DHR$TJX$BKNG$ADI$PANW
$1.3B
161 positions
#11M.D. Sass, LLCActive
Some overlap · 5 shared positions
$AME$DHR$PANW$SNPS$FICO
$1.3B
36 positions
#12Boston Common Asset Management, LLCActive
Some overlap · 5 shared positions
$TJX$DHR$AMAT$ADI$HUBB
$1.6B
186 positions
#13CRUX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$WT$BKNG$AMAT$PM$ADI
$261M
181 positions
#14First American BankActive
Some overlap · 5 shared positions
$TJX$DHR$AMAT$ADI$PANW
$1.6B
188 positions
#15Marion Wealth ManagementPassive
Some overlap · 5 shared positions
$WT$TJX$ADI$EOG$SNPS
$451M
146 positions
#16GHP Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$TJX$AME$CW$NDSN$ADI
$2.4B
1,437 positions
#17LOWE BROCKENBROUGH & CO INCPassive
Some overlap · 5 shared positions
$DHR$TJX$AMAT$BKNG$PM
$2.0B
329 positions
#18SOMERVILLE KURT FPassive
Some overlap · 5 shared positions
$DHR$TJX$AMAT$ADI$EOG
$379M
91 positions
#19HM PAYSON & COPassive
Some overlap · 4 shared positions
$AME$TJX$DHR$HUBB
$6.9B
1,124 positions
#20Empire Life Investments Inc.Active
Some overlap · 4 shared positions
$AME$TJX$BKNG$EOG
$1.6B
110 positions
#21Ayrshire Capital Management LLCPassive
Some overlap · 4 shared positions
$AME$DHR$TJX$PM
$193M
50 positions
#22BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DHR$CW$EOG$PANW$HUBB
$578M
108 positions
#23Benchstone Capital Management LPPassive
Some overlap · 5 shared positions
$TJX$BKNG$AMAT$ADI$SNPS
$860M
38 positions
#24OSTERWEIS CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$AME$DHR$AMAT$ADI
$1.9B
229 positions
#25Smith, Salley & AssociatesPassive
Some overlap · 4 shared positions
$AME$TJX$CW$ADI
$2.0B
267 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.