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 RPg Family Wealth Advisory,

13F Portfolio OverlapQ1 2026RPg Family Wealth Advisory, portfolio →

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Most similar hedge funds by 13F overlap

RPg Family Wealth Advisory, LLC is an institutional investor managing $479M across 140 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 RPg Family Wealth Advisory, are Telligent Fund,, Bouvel Investment Partners,, Dorsey Wright & Associates, with shared positions in $INTC, $HWM, $GE, $PLTR, $BAH, $SNOW. The full ranking of 25 similar funds is below.

#1Telligent Fund, LPActive

Notable overlap · 4 shared positions

$INTC $HWM $GE $PLTR

$94M

24 positions

#2Bouvel Investment Partners, LLCPassive

Notable overlap · 5 shared positions

$INTC $GE $BAH $PLTR $SNOW

$345M

78 positions

#3Dorsey Wright & AssociatesPassive

Notable overlap · 5 shared positions

$HWM $__PARK_1390777 $FTI $PLTR $SLV

$807M

158 positions

#4NWK Group, Inc.Active

Some overlap · 4 shared positions

$HWM $__PARK_1390777 $GE $CTVA

$261M

66 positions

#5Western Financial Corp/CAActive

Some overlap · 4 shared positions

$INTC $GE $__PARK_1390777 $SE

$255M

127 positions

#6MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 6 shared positions

$HWM $PLTR $FTI $SAN $__PARK_1390777 $BABA

$499M

161 positions

#7CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$UBS $HWM $GE $PLTR

$488M

366 positions

#8Terra Nova Asset Management LLCPassive

Some overlap · 4 shared positions

$HWM $GE $FTI $SLV

$135M

83 positions

#9Matthew Goff Investment Advisor, LLCPassive

Some overlap · 3 shared positions

$__PARK_1390777 $INTC $GE

$600M

107 positions

#10Nova Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$QUBT $PLTR $JHG $SAN $SLV

$154M

545 positions

#11QP WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$HWM $GE $PLTR $EMBJ

$58M

65 positions

#12KADENSA CAPITAL LtdActive

Some overlap · 4 shared positions

$GE $HWM $BABA $PLTR

$718M

39 positions

#13National Wealth Management Group, LLCPassive

Some overlap · 7 shared positions

$BAH $PLTR $SLV $GE $QUBT $SE

$269M

215 positions

#14Gunderson Capital Management Inc.Passive

Some overlap · 4 shared positions

$GE $FTI $PLTR $MP

$239M

46 positions

#15Kingsman Wealth Management, Inc.Active

Some overlap · 3 shared positions

$HWM $GE $PLTR

$178M

70 positions

#16Kurv Investment Management LLCPassive

Some overlap · 3 shared positions

$INTC $HWM $SLV

$173M

62 positions

#17Carter Financial Group, INC.Passive

Some overlap · 7 shared positions

$BITB $PLTR $JHG $SAN $QUBT $INTC

$162M

126 positions

#18Millington Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$QUBT $__PARK_1390777 $CTVA

$237M

119 positions

#19Greenline Wealth Management LLCPassive

Some overlap · 5 shared positions

$BAH $GE $PLTR $HWM $SNOW

$87M

94 positions

#20LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$HWM $GE $SAN

$279M

80 positions

#21Themes Management Co LLCPassive

Some overlap · 3 shared positions

$HWM $GE $PLTR

$162M

151 positions

#22Risk Paradigm Group, LLCPassive

Some overlap · 7 shared positions

$BABA $CTVA $SAN $SLV $DBB $SE

$117M

59 positions

#23Cynosure Management, LLCActive

Some overlap · 3 shared positions

$RELX $GE $JHG

$800M

198 positions

#24Gordian Capital Singapore Pte LtdPassive

Some overlap · 4 shared positions

$INTC $BABA $ACMR $SLV

$60M

124 positions

#25JOHNSTON ASSET MANAGEMENT CORPActive

Some overlap · 3 shared positions

$HWM $FTI $CTVA

$2.1B

73 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.