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 Richard Bernstein Advisors

13F Portfolio OverlapQ1 2026Richard Bernstein Advisors portfolio →

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Most similar hedge funds by 13F overlap

Richard Bernstein Advisors LLC is an institutional investor managing $3.4B across 227 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 Richard Bernstein Advisors are Cherry Creek Investment Advisors,, AMERICAN FINANCIAL & TAX STRATEGIES, HANSEATIC SERVICES, with shared positions in $BAR, $KO, $MU, $PM, $WDC, $AGX. The full ranking of 25 similar funds is below.

#1Cherry Creek Investment Advisors, Inc.Passive

Slight overlap · 3 shared positions

$BAR $KO $MU

$230M

124 positions

#2AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Slight overlap · 3 shared positions

$BAR $KO $PM

$206M

97 positions

#3HANSEATIC MANAGEMENT SERVICES INCPassive

Slight overlap · 3 shared positions

$BAR $MU $WDC

$104M

80 positions

#4Hel Ved Capital Management LtdActive

Slight overlap · 7 shared positions

$AGX $MTZ $FIX $STRL $EME $PRIM

$844M

56 positions

#5THOMPSON DAVIS & CO., INC.Active

Slight overlap · 4 shared positions

$DOV $FIX $EME $DY

$150M

141 positions

#6Alta Advisers LtdActive

Slight overlap · 4 shared positions

$DOV $KO $PM $MU

$276M

206 positions

#7SYM FINANCIAL CorpActive

Slight overlap · 4 shared positions

$DOV $FIX $TRGP $MU

$1.0B

415 positions

#8Rithm Capital Corp.Active

Slight overlap · 7 shared positions

$MTZ $STRL $EME $PRIM $TRGP $BWXT

$67M

38 positions

#9BIP Wealth, LLCActive

Slight overlap · 3 shared positions

$DOV $KO $STRL

$2.5B

453 positions

#10Quantum Portfolio Management LLCPassive

Slight overlap · 3 shared positions

$DOV $AGX $MU

$230M

264 positions

#11Pallas Capital Advisors LLCPassive

Slight overlap · 3 shared positions

$DOV $FIX $KO

$2.7B

862 positions

#12MANCHESTER FINANCIAL INCActive

Slight overlap · 3 shared positions

$DOV $FIX $EME

$521M

140 positions

#13Index Technologies Group LLCPassive

Slight overlap · 3 shared positions

$DOV $MTZ $MU

$92M

135 positions

#14BENEDICT FINANCIAL ADVISORS INCPassive

Slight overlap · 3 shared positions

$DOV $KO $PM

$480M

133 positions

#15BRANDYWINE TRUST COSmart money

Slight overlap · 3 shared positions

$DOV $KO $PM

$552M

31 positions

#16Pine Harbor Wealth Management, LLCActive

Slight overlap · 3 shared positions

$DOV $KO $PM

$334M

102 positions

#17American National Bank of TexasActive

Slight overlap · 3 shared positions

$DOV $KO $PM

$105M

57 positions

#18LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Slight overlap · 3 shared positions

$DOV $KO $PM

$2.7B

111 positions

#19CRAWFORD INVESTMENT COUNSEL INCPassive

Slight overlap · 3 shared positions

$DOV $KO $PM

$5.9B

300 positions

#20Value Investment Professionals, LLCPassive

Slight overlap · 3 shared positions

$DOV $STRL $PM

$89M

81 positions

#21Sivia Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$DOV $FIX $MU

$516M

455 positions

#22SCS Capital Management LLCActive

Slight overlap · 3 shared positions

$DOV $KO $TRGP

$9.4B

468 positions

#23Wagner Wealth Management, CorpPassive

Slight overlap · 3 shared positions

$DOV $KO $CHRW

$111M

103 positions

#24NWF Advisory Services Inc.Passive

Slight overlap · 3 shared positions

$DOV $KO $MU

$886M

411 positions

#25SBI Securities Co., Ltd.Passive

Slight overlap · 3 shared positions

$DOV $KO $MU

$3.6B

4,018 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.