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 Riverview

13F Portfolio OverlapQ2 2026Riverview portfolio →

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Most similar hedge funds by 13F overlap

Riverview Trust Co is an institutional investor managing $84M across 166 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Riverview are JGP Wealth, Aull & Monroe Investment, Lafayette Investments, with shared positions in $KLAC, $LOW, $ITW, $PAYX, $ABT, $PEP. The full ranking of 25 similar funds is below.

#1JGP Wealth Management, LLCActive

Notable overlap · 7 shared positions

$KLAC $LOW $ITW $PAYX $ABT $PEP

$1.1B

231 positions

#2Aull & Monroe Investment Management CorpPassive

Notable overlap · 9 shared positions

$STX $DE $RY $ITW $PEP $CSX

$239M

126 positions

#3Lafayette Investments, Inc.Active

Notable overlap · 6 shared positions

$KLAC $LOW $PEP $LMT $PAYX $GLW

$542M

162 positions

#4Castlefield Investment Partners LLPActive

Notable overlap · 3 shared positions

$KLAC $DE $LOW

$147M

35 positions

#5OAK ASSOCIATES LTD /OH/Active

Notable overlap · 4 shared positions

$KLAC $LOW $LMT $AMGN

$1.8B

139 positions

#6Jones Kertz & Associates, Inc.Active

Notable overlap · 4 shared positions

$KLAC $CSX $GLW $AMGN

$217M

66 positions

#7Aufman Associates IncSmart money

Notable overlap · 5 shared positions

$STX $PAYX $ABT $PEP $MCD

$251M

67 positions

#8Fortis Advisors, LLCPassive

Notable overlap · 3 shared positions

$STX $COP $GLW

$214M

122 positions

#9Leisure Capital ManagementActive

Notable overlap · 8 shared positions

$STX $KLAC $LOW $ITW $RY $DE

$320M

157 positions

#10CCM INVESTMENT ADVISERS LLCPassive

Notable overlap · 5 shared positions

$STX $KLAC $COF $PEP $LMT

$1.3B

88 positions

#11Cerro Pacific Wealth Advisors LLCPassive

Notable overlap · 12 shared positions

$STX $KLAC $LOW $DE $GLW $PEP

$442M

165 positions

#12Shoker Investment Counsel, Inc.Active

Notable overlap · 7 shared positions

$KLAC $ITW $PEP $LMT $PAYX $USB

$398M

113 positions

#13KWMG, LLCPassive

Notable overlap · 5 shared positions

$STX $COF $GLW $CAH $AMGN

$1.4B

153 positions

#14WCM INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$STX $GLW $CAH

$55.2B

266 positions

#15Fjell Capital, LLCPassive

Notable overlap · 4 shared positions

$KLAC $DE $LOW $USB

$147M

66 positions

#16MWA Asset ManagementPassive

Notable overlap · 3 shared positions

$STX $DE $KLAC

$221M

129 positions

#17Palisade Asset Management, LLCPassive

Notable overlap · 9 shared positions

$DE $RY $BLK $KLAC $PEP $ABT

$1.1B

204 positions

#18FourThought Financial Partners, LLCPassive

Notable overlap · 7 shared positions

$KLAC $LOW $BLK $PEP $LMT $ABT

$1.3B

393 positions

#19CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$KLAC $LOW $PEP

$1.3B

99 positions

#20COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$KLAC $BLK $PEP $LOW $AMGN

$414M

164 positions

#21Safe Harbor Fiduciary, LLCPassive

Notable overlap · 3 shared positions

$STX $DE $PEP

$128M

61 positions

#22Petros Family Wealth, LLCPassive

Notable overlap · 5 shared positions

$KLAC $BLK $LOW $DE $AMGN

$164M

134 positions

#23CHAPIN DAVIS, INC.Passive

Notable overlap · 3 shared positions

$STX $KLAC $PEP

$569M

256 positions

#24REXFORD CAPITAL INCPassive

Notable overlap · 5 shared positions

$KLAC $STX $MCD $GLW $AMGN

$163M

301 positions

#25Old Port AdvisorsPassive

Notable overlap · 4 shared positions

$STX $RY $GLW $CAH

$508M

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.