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 Raab & Moskowitz Asset

13F Portfolio OverlapQ1 2026Raab & Moskowitz Asset portfolio →

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Most similar hedge funds by 13F overlap

Raab & Moskowitz Asset Management LLC is an institutional investor managing $450M across 187 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 Raab & Moskowitz Asset are CDM FINANCIAL COUNSELING SERVICES,, Blackston Financial Advisory Group,, Planning, with shared positions in $NTRB, $KKR, $HUM, $MAR, $MCD, $PM. The full ranking of 25 similar funds is below.

#1CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 7 shared positions

$NTRB $KKR $HUM $MAR $MCD $PM

$105M

80 positions

#2Blackston Financial Advisory Group, LLCActive

Notable overlap · 6 shared positions

$NTRB $KKR $MAR $HUM $OKE $MCD

$160M

106 positions

#3Capital Planning LLCActive

Notable overlap · 5 shared positions

$NTRB $PWR $MAR $HUM $BA

$307M

82 positions

#4Accretive Wealth Partners, LLCPassive

Notable overlap · 8 shared positions

$KKR $HUM $NTRB $TJX $MCD $WM

$356M

180 positions

#5Leelyn Smith, LLCPassive

Notable overlap · 6 shared positions

$NTRB $KKR $OKE $MCD $BRZE $BA

$713M

154 positions

#6Finward BancorpPassive

Notable overlap · 7 shared positions

$NTRB $MAR $HUM $KKR $MCD $VZ

$125M

104 positions

#7Junk Investment Group, LLCPassive

Notable overlap · 6 shared positions

$NTRB $MAR $HUM $KKR $VZ $KO

$191M

88 positions

#8Stony Point Wealth Management Inc.Passive

Notable overlap · 6 shared positions

$KKR $TJX $MAR $OKE $PM $BAC

$252M

96 positions

#9VANTAGEPOINT INVESTMENT ADVISERS LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $MAR

$11.8B

55 positions

#10Howard Capital Management Inc.Active

Notable overlap · 4 shared positions

$NTRB $KKR $HUM $PWR

$6.1B

332 positions

#11McClarren Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$NTRB $HUM $KKR $MAR $BRZE

$169M

79 positions

#12Alexis Investment Partners, LLCActive

Notable overlap · 4 shared positions

$NTRB $TJX $HUM $MAR

$145M

35 positions

#13FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 6 shared positions

$KKR $PWR $HUM $BRZE $TJX $MAR

$176M

104 positions

#14Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$NTRB $KKR $HUM

$116M

80 positions

#15Capital Squared Financial LLCPassive

Notable overlap · 6 shared positions

$KKR $MAR $HUM $NTRB $BAC $PM

$131M

85 positions

#16Wheelhouse Advisory Group LLCActive

Notable overlap · 7 shared positions

$NTRB $MAR $HUM $PM $BA $KKR

$302M

51 positions

#17CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Notable overlap · 4 shared positions

$NTRB $KKR $HUM $MAR

$239M

97 positions

#18Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$NTRB $KKR $HUM $KO

$109M

1,311 positions

#19Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$KKR $NTRB $HUM $BRZE $MAR

$269M

506 positions

#20Baltimore-Washington Financial Advisors, Inc.Active

Some overlap · 4 shared positions

$KKR $HUM $MAR $TJX

$2.3B

186 positions

#21White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$KKR $MAR $HUM $BRZE $PM

$721M

145 positions

#22Fingerlakes Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$NTRB $MAR $KKR $MCD $HUM

$151M

97 positions

#23Blue Chip Partners, LLCActive

Some overlap · 6 shared positions

$PWR $TJX $WM $PM $MCD $BAC

$1.4B

170 positions

#24SWAN Capital LLCPassive

Some overlap · 6 shared positions

$KKR $MAR $HUM $MCD $PFE $OKE

$272M

554 positions

#25GKV Capital Management Co., Inc.Passive

Some overlap · 5 shared positions

$TJX $PWR $OKE $MAR $VZ

$201M

165 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.