What hedge funds are most similar to RB Capital Management, LLC?

The funds with the most similar 13F portfolios to RB Capital Management, LLC are UNITED BANK, OF VIRGINIA, ALPINE WOODS INVESTORS, based on overlapping conviction holdings in the latest SEC filings.

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 RB

13F Portfolio OverlapQ2 2026RB portfolio →

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Most similar hedge funds by 13F overlap

RB Capital Management, LLC is an institutional investor managing $513M across 204 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 RB are UNITED BANK, OF VIRGINIA, ALPINE WOODS INVESTORS, with shared positions in $AMGN, $ABT, $IRM, $PEP, $WM, $LMT. The full ranking of 25 similar funds is below.

#1UNITED BANKActive

Some overlap · 7 shared positions

$AMGN $ABT $IRM $PEP $WM $LMT

$853M

130 positions

#2TRUST CO OF VIRGINIA /VAPassive

Some overlap · 7 shared positions

$AMGN $ABT $IRM $PEP $WM $NOC

$1.3B

220 positions

#3ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 5 shared positions

$WFC $AMGN $PEP $ABT $WM

$460M

220 positions

#4EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$WFC $AMGN $ABT $PEP $SBUX $LMT

$1.3B

58 positions

#5Richwood Investment Advisors, LLCActive

Some overlap · 7 shared positions

$AMGN $WFC $PEP $WM $AXP $LMT

$142M

106 positions

#6MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$WFC $AMGN $PEP $SBUX $LMT $ABT

$1.2B

100 positions

#7Rayburn West Financial Services LLCPassive

Some overlap · 7 shared positions

$AMGN $PEP $WFC $ABT $AXP $LMT

$181M

81 positions

#8SP Asset Management LLCActive

Some overlap · 6 shared positions

$WFC $ABT $SBUX $AXP $PEP $CRM

$1.2B

137 positions

#9Chesley Taft & Associates LLCPassive

Some overlap · 7 shared positions

$ABT $PEP $WM $WFC $AXP $CRM

$2.6B

365 positions

#10Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $ABT $SBUX $WM $AXP $LMT

$292M

99 positions

#11Wilson & Boucher Capital Management, LLCPassive

Some overlap · 5 shared positions

$AMGN $WFC $ABT $PEP $SBUX

$170M

121 positions

#12WoodTrust Financial CorpActive

Some overlap · 7 shared positions

$PEP $SBUX $WM $CRM $AXP $NOC

$825M

180 positions

#13NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 4 shared positions

$WFC $AMGN $ABT $LMT

$863M

131 positions

#14Brookmont Capital ManagementActive

Some overlap · 4 shared positions

$WFC $ABT $PEP $WM

$176M

64 positions

#15SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$WFC $ABT $PEP $WM

$298M

133 positions

#16MeadowBrook Investment Advisors LLCPassive

Some overlap · 5 shared positions

$WFC $SBUX $PEP $AXP $BLK

$126M

196 positions

#17Allied Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$WFC $ABT $PEP $LMT

$1.1B

112 positions

#18DMKC Advisory Services, LLCActive

Some overlap · 4 shared positions

$WFC $ABT $PEP $LMT

$530M

92 positions

#19SUMMITRY LLCPassive

Some overlap · 4 shared positions

$WFC $SBUX $AMGN $CRM

$3.0B

340 positions

#20Cohen Investment Advisors LLCPassive

Some overlap · 4 shared positions

$WFC $AMGN $SBUX $CRM

$233M

81 positions

#21Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$AMGN $PEP $WM $AXP $LMT $NOC

$227M

73 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$WFC $PEP $SBUX $LMT

$233M

122 positions

#23BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$AMGN $ABT $PEP $SBUX $BLK

$346M

113 positions

#24Pine Haven Investment Counsel, IncPassive

Some overlap · 5 shared positions

$AMGN $ABT $PEP $SBUX $BLK

$149M

116 positions

#25Roxbury Financial LLCPassive

Some overlap · 5 shared positions

$WFC $AMGN $CRM $LMT $BLK

$130M

426 positions

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View RB’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.