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Hedge Funds Similar to Rehmann Advisory Group

13F Portfolio OverlapQ2 2026Rehmann Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Rehmann Capital Advisory Group is an institutional investor managing $2.2B across 702 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 Rehmann Advisory Group are Midwest Advisors, Wealth Watch Advisors, ERn Financial, with shared positions in $STT, $SYK, $IAU, $BA, $PFE, $CTVA. The full ranking of 25 similar funds is below.

#1Midwest Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$STT$SYK$IAU
$246M
210 positions
#2Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$STT$SYK$IAU
$309M
142 positions
#3ERn Financial, LLCActive
Some overlap · 3 shared positions
$STT$IAU$BA
$604M
161 positions
#4Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$IAU$BA
$251M
74 positions
#5Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$STT$PFE$BA
$239M
85 positions
#6Cooke Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SYK$STT$IAU
$120M
38 positions
#7Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$CTVA$TMUS
$254M
128 positions
#8Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$PFE$BA
$1.1B
112 positions
#9OAK FAMILY ADVISORS, LLCPassive
Some overlap · 3 shared positions
$SYK$IAU$BA
$385M
108 positions
#10Midway Capital Research & ManagementActive
Some overlap · 3 shared positions
$SYK$PFE$Q
$118M
50 positions
#11Diligent Investors, LLCPassive
Some overlap · 3 shared positions
$STT$CTVA$BA
$455M
362 positions
#12Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$SYK$PFE$Q$BA
$1.0B
765 positions
#13LVM CAPITAL MANAGEMENT LTD/MIActive
Some overlap · 3 shared positions
$SYK$IAU$PFE
$1.2B
158 positions
#14DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$STT$PFE$BA
$530M
92 positions
#15BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$STT$IAU$PFE
$453M
117 positions
#16DKRT Investments Corp.Active
Some overlap · 3 shared positions
$SYK$BA$PFE
$409M
50 positions
#17STONEBRIDGE CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$SYK$STT$PFE
$208M
70 positions
#18Snider Financial GroupPassive
Some overlap · 3 shared positions
$SYK$CTVA$Q
$415M
102 positions
#19Red Mountain Financial, LLCActive
Some overlap · 4 shared positions
$IAU$CTVA$Q$SYK
$119M
82 positions
#20TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$SYK$COF$BA
$226M
113 positions
#21Smart Portfolios, LLC
Slight overlap · 3 shared positions
$SYK$TMUS$BA
$100M
99 positions
#22Auto-Owners Insurance CoActive
Slight overlap · 3 shared positions
$STT$Q$SYK
$3.2B
78 positions
#23BDFS Capital LLCActive
Slight overlap · 3 shared positions
$IAU$SYK$BA
$203M
117 positions
#24True North Advisors, LLCPassive
Slight overlap · 4 shared positions
$IAU$CTVA$Q$SYK
$1.4B
302 positions
#25DEARBORN PARTNERS LLCPassive
Slight overlap · 3 shared positions
$SYK$CTVA$TMUS
$1.8B
269 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.