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 RFG Advisory,

13F Portfolio OverlapQ1 2026RFG Advisory, portfolio →

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Most similar hedge funds by 13F overlap

RFG Advisory, LLC is an institutional investor managing $6.4B across 1,126 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 RFG Advisory, are Solutions 4 Wealth, Ltd, WESCAP Group,, Hobart Private ,, with shared positions in $SCI, $WT, $COP, $UNIT, $OKTA, $GMM. The full ranking of 25 similar funds is below.

#1Solutions 4 Wealth, LtdPassive

Some overlap · 4 shared positions

$SCI $WT $COP $UNIT

$66M

55 positions

#2WESCAP Management Group, Inc.Active

Some overlap · 5 shared positions

$WT $OKTA $COP $GMM $UNIT

$508M

107 positions

#3Hobart Private Capital, LLCPassive

Some overlap · 4 shared positions

$WT $FITB $COP $GMM

$509M

132 positions

#41 NORTH WEALTH SERVICES LLCPassive

Some overlap · 5 shared positions

$WT $SCI $OKTA $JHG $FITB

$277M

270 positions

#5Powers Advisory Group, LLCActive

Some overlap · 4 shared positions

$WT $OKTA $COP $SO

$284M

125 positions

#6VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 4 shared positions

$WT $COP $GMM $JHG

$301M

176 positions

#7Financially in Tune, LLCActive

Some overlap · 5 shared positions

$WT $CNS $UNIT $OKTA $FITB

$116M

77 positions

#8TRB Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$WT $COP $GMM $OKTA

$704M

285 positions

#9NewEdge Advisors, LLCPassive

Slight overlap · 5 shared positions

$WT $GMM $SO $UNIT $FITB

$2.2B

1,217 positions

#10Optivise Advisory Services LLCPassive

Slight overlap · 4 shared positions

$WT $FITB $JHG $IAUM

$165M

183 positions

#11Total Clarity Wealth Management, Inc.Passive

Slight overlap · 4 shared positions

$WT $FITB $JHG $UNIT

$426M

311 positions

#12Collaborative Wealth Managment Inc.Passive

Slight overlap · 4 shared positions

$WT $FITB $GMM $UNIT

$218M

162 positions

#13Hershey Financial Advisers, LLCPassive

Slight overlap · 4 shared positions

$WT $FITB $COP $GMM

$116M

80 positions

#14POM Investment Strategies, LLCPassive

Slight overlap · 3 shared positions

$SCI $COP $SO

$80M

433 positions

#15Turning Point Benefit Group, Inc.Active

Slight overlap · 4 shared positions

$FITB $OKTA $GMM $IAUM

$157M

95 positions

#16CGN Advisors LLCPassive

Slight overlap · 4 shared positions

$WT $GMM $JHG $UNIT

$1.3B

317 positions

#17Advisory Resource GroupPassive

Slight overlap · 4 shared positions

$FITB $COP $GMM $JHG

$581M

172 positions

#18Ameritas Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$WT $COP $JHG $UNIT

$2.6B

1,075 positions

#19McAdam, LLCActive

Slight overlap · 4 shared positions

$WT $FITB $UNIT $GMM

$2.2B

447 positions

#20Opus Financial Solutions LLCPassive

Slight overlap · 4 shared positions

$WT $OKTA $COP $ETY

$106M

103 positions

#21ARK & TLK INVESTMENTS, LLCActive

Slight overlap · 4 shared positions

$WT $OKTA $UNIT $COP

$370M

119 positions

#22Goldstone Financial Group, LLCPassive

Slight overlap · 3 shared positions

$WT $FITB $COP

$922M

228 positions

#23PERRYMAN FINANCIAL ADVISORY INC /ADActive

Slight overlap · 3 shared positions

$WT $FITB $COP

$667M

175 positions

#24FLAGSHIP HARBOR ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$WT $GMM $COP $JHG

$2.3B

732 positions

#25Napier Financial, LLCPassive

Slight overlap · 3 shared positions

$WT $OKTA $COP

$436M

609 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.