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 Rehmann Advisory Group

13F Portfolio OverlapQ1 2026Rehmann Advisory Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Rehmann Capital Advisory Group is an institutional investor managing $1.9B across 676 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 Rehmann Advisory Group are GENESIS PRIVATE WEALTH,, Destiny Wealth Partners,, Waldron Private Wealth, with shared positions in $JHG, $FITB, $HUM, $TXN, $SNOW, $SYK. The full ranking of 25 similar funds is below.

#1GENESIS PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$JHG $FITB $HUM $TXN $SNOW

$318M

182 positions

#2Destiny Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$SYK $JHG $HUM $KKR

$914M

1,148 positions

#3Waldron Private Wealth LLCActive

Some overlap · 6 shared positions

$JHG $SYK $CTVA $KKR $SNOW $MAR

$2.6B

342 positions

#4New England Private Wealth Advisors LLCActive

Some overlap · 6 shared positions

$JHG $HUM $IAU $KKR $MAR $FITB

$866M

194 positions

#5Haverford Trust CoActive

Some overlap · 4 shared positions

$JHG $SYK $HUM $TXN

$10.9B

419 positions

#6Cottage Street Advisors LLCPassive

Some overlap · 4 shared positions

$SYK $JHG $TXN $MAR

$231M

138 positions

#7BEACON FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$FITB $HUM $JHG $TXN $KKR

$1.0B

348 positions

#8Andrews Advisory Associates, LLCActive

Some overlap · 6 shared positions

$HUM $IAU $TXN $SYK $KKR $SNOW

$190M

82 positions

#9Blackhawk Capital Partners, LLCPassive

Some overlap · 4 shared positions

$JHG $SYK $FCFS $SNOW

$273M

141 positions

#10Beacon Financial Advisory LLCPassive

Some overlap · 5 shared positions

$JHG $HUM $FITB $KKR $MAR

$443M

402 positions

#11SMITH, MOORE & CO.Passive

Some overlap · 5 shared positions

$JHG $HUM $IAU $SNOW $MAR

$1.4B

558 positions

#12Colter Lewis Investment Partners LLCPassive

Some overlap · 5 shared positions

$JHG $HUM $IAU $SNOW $MAR

$106M

111 positions

#13Total Clarity Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$JHG $FITB $FCFS $IAU

$426M

311 positions

#14WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$JHG $HUM $FCFS $KKR $SNOW

$156M

139 positions

#15Bridgewealth Advisory Group, LLCActive

Some overlap · 5 shared positions

$JHG $HUM $IAU $KKR $SNOW

$482M

135 positions

#16EHRLICH FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$JHG $HUM $IAU $SNOW $KKR

$174M

112 positions

#17Stony Point Wealth Management Inc.Passive

Slight overlap · 5 shared positions

$JHG $FCFS $TXN $KKR $MAR

$252M

96 positions

#18Zhang Financial LLCActive

Slight overlap · 5 shared positions

$SYK $IAU $CTVA $KKR $SNOW

$2.9B

367 positions

#19HARBOUR INVESTMENTS, INC.Passive

Slight overlap · 5 shared positions

$HUM $FCFS $FITB $JHG $MAR

$6.5B

4,673 positions

#20Lynx Investment AdvisoryPassive

Slight overlap · 6 shared positions

$HUM $IAU $JHG $KKR $SNOW $MAR

$209M

181 positions

#21Mascagni Wealth Management, Inc.Passive

Slight overlap · 5 shared positions

$SYK $HUM $KKR $SNOW $MAR

$140M

127 positions

#22Ridge Creek Global, IncActive

Slight overlap · 4 shared positions

$SYK $HUM $IAU $MAR

$118M

85 positions

#23True North Advisors, LLCPassive

Slight overlap · 5 shared positions

$JHG $TXN $SYK $CTVA $SNOW

$877M

245 positions

#24Midway Capital Research & ManagementPassive

Slight overlap · 3 shared positions

$SYK $HUM $FCFS

$106M

117 positions

#25Collaborative Wealth Managment Inc.Passive

Slight overlap · 5 shared positions

$FITB $FCFS $HUM $KKR $MAR

$218M

162 positions

Compare Rehmann Advisory Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Rehmann Advisory Group’s holdings

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.