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Hedge Funds Similar to RKL Wealth

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

RKL Wealth Management LLC is an institutional investor managing $1.1B across 179 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 RKL Wealth are FLC Advisors, FIRST INTERSTATE BANK, Marion Wealth, with shared positions in $USB, $VLTO, $IBM, $PM, $UNP, $MCD. The full ranking of 25 similar funds is below.

#1FLC Capital AdvisorsPassive
Some overlap · 4 shared positions
$USB$VLTO$IBM$PM
$560M
221 positions
#2FIRST INTERSTATE BANKActive
Some overlap · 4 shared positions
$USB$VLTO$UNP$MCD
$1.8B
187 positions
#3Marion Wealth ManagementPassive
Some overlap · 3 shared positions
$USB$VLTO$EOG
$451M
146 positions
#4POWER WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$USB$VLTO$ICE
$269M
96 positions
#5Graetz Wealth LLCPassive
Some overlap · 3 shared positions
$USB$VLTO$TT
$112M
80 positions
#6Dynamic Wealth Strategies, LLCPassive
Some overlap · 3 shared positions
$USB$VLTO$TMO
$173M
288 positions
#7Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$USB$VLTO$EOG
$163M
67 positions
#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$USB$VLTO$MCD
$350M
95 positions
#9LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$VLTO$USB$GD$MCD
$135M
83 positions
#10Whitcomb & Hess, Inc.Active
Some overlap · 3 shared positions
$USB$VLTO$IBM
$429M
64 positions
#11Blue Line Capital, LLC / ILPassive
Some overlap · 5 shared positions
$USB$MU$TMO$URI$CRWD
$88M
65 positions
#12Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$VLTO$USB$EOG$PM
$154M
64 positions
#13MATHER GROUP, LLC.Active
Some overlap · 3 shared positions
$VLTO$USB$MCD
$10.0B
1,896 positions
#14Severin Investments, LLCPassive
Some overlap · 5 shared positions
$USB$MU$UNP$IBM$MCD
$116M
171 positions
#15Rialto Wealth Management, LLCPassive
Some overlap · 3 shared positions
$VLTO$USB$ICE
$445M
1,730 positions
#16CHAPMAN FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$USB$VLTO$TMO$LHX$MCD
$140M
265 positions
#17BAM Wealth Management, LLCPassive
Some overlap · 4 shared positions
$USB$VLTO$TMO$TT
$134M
158 positions
#18HOWE & RUSLING INCPassive
Some overlap · 6 shared positions
$USB$UNP$ICE$GD$MCD$PM
$1.5B
477 positions
#19KEYSTONE INVESTORS PTE LTD
Some overlap · 4 shared positions
$USB$MU$URI$MCD
$1.1B
77 positions
#20R.H. Investment Group, LLCPassive
Some overlap · 5 shared positions
$USB$TMO$UNP$MCD$PM
$130M
45 positions
#21Thomasville National Bank
Some overlap · 5 shared positions
$USB$TMO$GD$MCD$PM
$1.6B
235 positions
#22First Washington CORPActive
Some overlap · 4 shared positions
$USB$MU$ICE$CRWD
$353M
50 positions
#23Sone Capital Management, LLCPassive
Some overlap · 5 shared positions
$VLTO$TMO$UNP$TT$ICE
$1.2B
101 positions
#24WFA of San Diego, LLCPassive
Some overlap · 3 shared positions
$VLTO$USB$IBM
$125M
404 positions
#25Drum Hill Capital, LLCActive
Some overlap · 5 shared positions
$USB$UNP$IBM$TMO$PM
$109M
46 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.