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Hedge Funds Similar to River Wealth Advisors

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

River Wealth Advisors LLC is an institutional investor managing $871M across 205 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 River Wealth Advisors are RE ADVISERS, HOWLAND, Terra Alpha Investments, with shared positions in $ETN, $TJX, $BAC, $CB, $LRCX, $DE. The full ranking of 25 similar funds is below.

#1RE ADVISERS CORPActive
Notable overlap · 7 shared positions
$ETN$TJX$BAC$CB$LRCX$DE
$3.7B
111 positions
#2HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$MKL$TJX$CB$SYK$NOW
$2.5B
262 positions
#3Terra Alpha Investments LLC
Some overlap · 7 shared positions
$ACN$ETN$SYK$WM$NOW$CRM
$98M
32 positions
#4BEARING POINT CAPITAL, LLCPassive
Some overlap · 7 shared positions
$BAC$ETN$CB$SYK$ACN$FCX
$638M
166 positions
#5Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$MKL$CB$TJX$ACN$CRM
$110M
226 positions
#6Hudson Canyon Capital ManagementPassive
Some overlap · 6 shared positions
$ETN$TJX$BAC$WM$DE$CEG
$163M
52 positions
#7Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$ACN$ETN$TJX$SYK$WM
$336M
46 positions
#8CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$TMUS$TJX$CB$ACN$DE
$739M
164 positions
#9Suncoast Equity ManagementActive
Some overlap · 7 shared positions
$ETN$TJX$SYK$COR$NOW$TT
$833M
101 positions
#10Brentview Investment Management LLCPassive
Some overlap · 6 shared positions
$TMUS$TJX$LRCX$WM$TT$CEG
$231M
63 positions
#11SHUTTLEWORTH & CoPassive
Some overlap · 5 shared positions
$ETN$TJX$TMUS$SYK$WM
$111M
52 positions
#12LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$ACN$BAC$CB$SYK$TT
$260M
101 positions
#13Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$ETN$TJX$WM$ACN$DE$CRM
$649M
186 positions
#14M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$ETN$SYK$WM
$130M
35 positions
#15BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TJX$ETN$CB$WM$DE$ACN
$7.8B
1,278 positions
#16MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MKL$BAC$SYK$ETN
$113M
186 positions
#17MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$COR$CB$ACN$WM$TT$CEG
$835M
170 positions
#18TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$TJX$BAC$ETN$SYK$NOW$TT
$3.0B
230 positions
#19WestEnd Advisors, LLCActive
Some overlap · 5 shared positions
$MKL$CB$TJX$CRM$TMUS
$4.1B
391 positions
#20Chapman Investment Management, LLCActive
Some overlap · 4 shared positions
$MKL$ACN$WM$CRM
$121M
26 positions
#21Nemes Rush Group LLCPassive
Some overlap · 6 shared positions
$ETN$CB$LRCX$CRM$TT$CEG
$1.1B
944 positions
#22Watchman Group, Inc.Active
Some overlap · 4 shared positions
$MKL$ACN$SYK$CSL
$413M
73 positions
#23Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$COR$ETN$TJX$BAC
$267M
33 positions
#24HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Some overlap · 3 shared positions
$MKL$ACN$BAC
$544M
97 positions
#25F/m Investments LLCPassive
Some overlap · 5 shared positions
$MKL$ETN$WM$NOW$CMG
$1.5B
333 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.