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Hedge Funds Similar to RiverFront Investment Group,

13F Portfolio OverlapQ1 2026RiverFront Investment Group, portfolio →
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Most similar hedge funds by 13F overlap

RiverFront Investment Group, LLC is an institutional investor managing $6.5B across 384 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 RiverFront Investment Group, are Mason & Associates, Center for Wealth Advisory, Richmond Investment Services,, with shared positions in $SHW, $JHG, $COP, $PLTR, $USB, $UPS. The full ranking of 25 similar funds is below.

#1Mason & Associates IncActive
Notable overlap · 4 shared positions
$SHW$JHG$COP$PLTR
$516M
160 positions
#2Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$SHW$COP$USB$UPS$EOG$KO
$139M
62 positions
#3Richmond Investment Services, LLCPassive
Some overlap · 3 shared positions
$SHW$JHG$USB
$619M
255 positions
#4WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$SHW$JHG$PLTR$KO
$470M
119 positions
#5WT Wealth ManagementPassive
Some overlap · 3 shared positions
$SHW$JHG$USB
$336M
138 positions
#6StoneCrest Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$SHW$JHG$PLTR
$236M
73 positions
#7LexAurum Advisors, LLCPassive
Some overlap · 6 shared positions
$SHW$USB$XYZ$PHYS$BAC$WFC
$771M
400 positions
#8HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$JHG$SHW$USB$KO
$280M
107 positions
#9BLUELINE ADVISORS LLCActive
Some overlap · 4 shared positions
$JHG$COP$USB$SHW
$129M
217 positions
#10Ergawealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SHW$JHG$BAC
$226M
55 positions
#11Three Magnolias Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$JHG$SHW$PLTR$WFC
$157M
103 positions
#12Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$JHG$SHW$USB$PHYS
$192M
70 positions
#13Future Financial Wealth Managment LLCActive
Some overlap · 3 shared positions
$JHG$SHW$USB
$155M
128 positions
#14Destiny Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$JHG$XYZ$PLTR
$914M
1,148 positions
#15Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$JHG$COP$USB$BAC$WFC
$1.3B
129 positions
#16Harbour Wealth Management Group, Inc.Passive
Some overlap · 5 shared positions
$JHG$SHW$PHYS$KO$MPC
$133M
89 positions
#17Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$SHW$XYZ$PLTR
$202M
95 positions
#18IAM Advisory, LLCActive
Some overlap · 4 shared positions
$SHW$USB$PLTR$PNC
$446M
95 positions
#194WEALTH ADVISORS, INC.Passive
Some overlap · 3 shared positions
$JHG$COP$USB
$117M
142 positions
#20Quaker Wealth Management, LLCActive
Some overlap · 3 shared positions
$JHG$COP$USB
$320M
972 positions
#21CVS HEALTH CorpActive
Some overlap · 3 shared positions
$JHG$COP$USB
$212M
33 positions
#22OneAscent Wealth Management LLCActive
Some overlap · 5 shared positions
$JHG$USB$SHW$BAC$WFC
$302M
157 positions
#23Sentinus, LLCPassive
Some overlap · 4 shared positions
$JHG$COP$USB$PHYS
$1.1B
596 positions
#24VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 5 shared positions
$JHG$COP$EOG$WFC$PNC
$301M
176 positions
#25COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 3 shared positions
$JHG$COP$PHYS
$157M
92 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.