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Hedge Funds Similar to Riverview

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

Riverview Trust Co is an institutional investor managing $81M across 202 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 Riverview are Aull & Monroe Investment, JGP Wealth ,, Castlefield Investment Partners LLP, with shared positions in $STX, $DE, $ITW, $RY, $LMT, $COP. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Notable overlap · 8 shared positions
$STX$DE$ITW$RY$LMT$COP
$215M
125 positions
#2JGP Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$LOW$ITW$ABT$PAYX
$961M
223 positions
#3Castlefield Investment Partners LLPActive
Some overlap · 3 shared positions
$KLAC$DE$LOW
$131M
35 positions
#4Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$KLAC$LOW$LMT$PAYX
$494M
158 positions
#5Triodos Investment Management BVActive
Some overlap · 3 shared positions
$KLAC$DE$T
$1.3B
49 positions
#6Fjell Capital, LLCPassive
Some overlap · 3 shared positions
$KLAC$DE$LOW
$130M
68 positions
#7OAK ASSOCIATES LTD /OH/Active
Some overlap · 3 shared positions
$KLAC$LOW$LMT
$1.5B
140 positions
#8Valley Brook Capital Group, Inc.Passive
Some overlap · 6 shared positions
$DE$KLAC$ITW$LMT$ABT$MCD
$149M
112 positions
#9CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$STX$KLAC$COF$LMT
$1.0B
93 positions
#10FCF Advisors LLCPassive
Some overlap · 3 shared positions
$KLAC$STX$LMT
$444M
52 positions
#11Decatur Capital Management, Inc.Active
Some overlap · 3 shared positions
$KLAC$LMT$ITW
$219M
33 positions
#12Shelter Mutual Insurance CoPassive
Some overlap · 4 shared positions
$DE$LOW$BRZE$ITW
$450M
58 positions
#13Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$LOW$DE$ITW$ABT$COP$USB
$186M
95 positions
#14CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$STX$KLAC$CSX
$449M
261 positions
#15LYNCH & ASSOCIATES/INPassive
Some overlap · 7 shared positions
$LOW$ITW$COF$LMT$ABT$MCD
$533M
126 positions
#16DMKC Advisory Services, LLCPassive
Some overlap · 5 shared positions
$DE$LOW$LMT$ABT$USB
$240M
84 positions
#17Allied Investment Advisors, LLCActive
Some overlap · 5 shared positions
$DE$LOW$LMT$ABT$USB
$697M
100 positions
#18JENSEN INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$KLAC$ABT$MCD
$5.1B
84 positions
#19REXFORD CAPITAL INCPassive
Some overlap · 4 shared positions
$KLAC$STX$COP$MCD
$140M
316 positions
#20Juno Financial Group LLCActive
Some overlap · 4 shared positions
$DE$LOW$BRZE$LMT
$255M
70 positions
#21ALBERT D MASON INCPassive
Some overlap · 3 shared positions
$KLAC$PAYX$MCD
$154M
129 positions
#22McKinney Capital Management, LLCActive
Some overlap · 3 shared positions
$KLAC$COP$T
$116M
46 positions
#23BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$DE$LOW$LMT$ABT$MCD
$2.3B
264 positions
#24Leisure Capital ManagementPassive
Some overlap · 4 shared positions
$STX$KLAC$LOW$COP
$286M
154 positions
#25MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KLAC$LOW$COP$USB
$1.3B
232 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.