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 OverlapQ1 2026RB , portfolio →

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Most similar hedge funds by 13F overlap

RB Capital Management, LLC is an institutional investor managing $471M across 187 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 RB , are Cohen Investment Advisors, Rayburn West Financial Services, EDGAR LOMAX /VA, with shared positions in $BAC, $WFC, $AMGN, $SBUX, $CRM, $KO. The full ranking of 25 similar funds is below.

#1Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$BAC $WFC $AMGN $SBUX $CRM $KO

$210M

79 positions

#2Rayburn West Financial Services LLCPassive

Some overlap · 7 shared positions

$BAC $AMGN $ABT $WFC $AXP $LMT

$170M

82 positions

#3EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$BAC $WFC $AMGN $ABT $SBUX $LMT

$1.4B

56 positions

#4SP Asset Management LLCActive

Some overlap · 7 shared positions

$WFC $BAC $ABT $AXP $SBUX $CRM

$1.1B

119 positions

#5NEW ENGLAND ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$BAC $WFC $AMGN $LMT $KO

$786M

99 positions

#6Brandywine Global Investment Management, LLC

Some overlap · 5 shared positions

$BAC $WFC $AMGN $CRM $LMT

$14.9B

601 positions

#7Pavion Blue Capital, LLCPassive

Some overlap · 6 shared positions

$BAC $WFC $AXP $SBUX $NOC $KO

$230M

108 positions

#8Griffith & Werner, Inc.Active

Some overlap · 5 shared positions

$BAC $WFC $AXP $LMT $KO

$202M

72 positions

#9Allied Investment Advisors, LLCActive

Some overlap · 4 shared positions

$BAC $WFC $ABT $LMT

$697M

100 positions

#10DMKC Advisory Services, LLCPassive

Some overlap · 4 shared positions

$BAC $WFC $ABT $LMT

$240M

84 positions

#11GRIFFIN ASSET MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$WFC $BAC $SBUX $AXP $KO

$887M

228 positions

#12MeadowBrook Investment Advisors LLCPassive

Some overlap · 5 shared positions

$WFC $BAC $SBUX $AXP $NKE

$113M

186 positions

#13ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 4 shared positions

$WFC $BAC $AMGN $WM

$417M

199 positions

#14SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$BAC $WFC $WM $ABT $KO

$274M

131 positions

#15Brookmont Capital ManagementActive

Some overlap · 4 shared positions

$WFC $BAC $ABT $WM

$179M

59 positions

#16BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 5 shared positions

$BAC $ABT $WFC $WM $LMT

$2.3B

264 positions

#17Wynn Capital, LLCPassive

Some overlap · 5 shared positions

$WFC $BAC $AMGN $AXP $KO

$195M

107 positions

#18LETSON INVESTMENT MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$BAC $AMGN $ABT $AXP $NOC

$260M

101 positions

#19SCHNIEDERS CAPITAL MANAGEMENT, LLC.Passive

Some overlap · 5 shared positions

$BAC $AMGN $WFC $ABT $WM

$629M

206 positions

#20HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$JHG $ABT $WM $AXP $LMT $KO

$280M

107 positions

#21Fusion Capital, LLCActive

Some overlap · 3 shared positions

$BAC $JHG $AMGN

$371M

104 positions

#22American Assets Investment Management, LLCActive

Some overlap · 3 shared positions

$BAC $WFC $AMGN

$1.5B

146 positions

#23Unison Asset Management LLCActive

Some overlap · 4 shared positions

$BAC $WFC $AXP $NKE

$219M

32 positions

#24StrongBox Wealth, LLCPassive

Some overlap · 5 shared positions

$JHG $AMGN $ABT $CRM $NOC

$313M

95 positions

#25UNITED BANKActive

Some overlap · 6 shared positions

$AMGN $ABT $IRM $WM $LMT $KO

$781M

121 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.