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Hedge Funds Similar to Rinkey Investments

13F Portfolio OverlapQ2 2026Rinkey Investments portfolio →
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Most similar hedge funds by 13F overlap

Rinkey Investments is an institutional investor managing $425M across 128 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 Rinkey Investments are GoodHaven, Van Cleef Asset, Midway Research &amp, with shared positions in $PGR, $BN, $CB, $SYK, $DOV, $SNPS. The full ranking of 25 similar funds is below.

#1GoodHaven Capital Management, LLCActive
Notable overlap · 3 shared positions
$PGR$BN$CB
$318M
26 positions
#2Van Cleef Asset Management,IncActive
Some overlap · 4 shared positions
$PGR$SYK$DOV$CB
$1.0B
120 positions
#3Midway Capital Research & ManagementActive
Some overlap · 3 shared positions
$BN$SNPS$SYK
$118M
50 positions
#4FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$BN$PGR$SYK
$4.6B
93 positions
#5Heritage Wealth AdvisorsActive
Some overlap · 5 shared positions
$BN$PGR$DOV$MO$CSX
$2.9B
703 positions
#6WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$PGR$SYK$DOV$CB
$2.1B
131 positions
#7Bellecapital International Ltd.Passive
Some overlap · 4 shared positions
$SNPS$BN$IBIT$MO
$683M
131 positions
#8SYCOMORE ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$TMUS$SYK$SNPS$PGR$CRWD
$917M
68 positions
#9Financial Strategies Group, Inc.Active
Some overlap · 3 shared positions
$PGR$CB$CSX
$628M
100 positions
#10PRENTISS SMITH & CO INCActive
Some overlap · 3 shared positions
$PGR$SYK$TMUS
$182M
67 positions
#11SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$BN$SYK$CB
$3.0B
79 positions
#12DE BURLO GROUP INCPassive
Some overlap · 3 shared positions
$BN$SNPS$CRWD
$547M
90 positions
#13GQG Partners LLCActive
Some overlap · 4 shared positions
$PGR$TRV$CB$MO
$53.8B
102 positions
#14FC Advisory LLCActive
Some overlap · 4 shared positions
$SNPS$DOV$CSX$CB
$382M
113 positions
#15ROWLANDMILLER & PARTNERS.ADVPassive
Some overlap · 3 shared positions
$PGR$CSX$CB
$549M
195 positions
#16Yoffe Investment Management, LLCPassive
Some overlap · 3 shared positions
$SNPS$TRV$CSX
$87M
113 positions
#17NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$TRV$PGR$SYK$CB
$82M
37 positions
#18NZS Capital, LLCActive
Some overlap · 3 shared positions
$PGR$SYK$CRWD
$3.9B
61 positions
#19Verde Capital ManagementActive
Some overlap · 4 shared positions
$PGR$SNPS$IBIT$SYK
$541M
80 positions
#20DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$SNPS$SYK$DOV$CB
$121M
100 positions
#21BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$TRV$CRWD$DOV$CB$MO
$504M
136 positions
#22BROWN WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SNPS$IBIT$TRV
$456M
135 positions
#23EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$BN$IBIT$CB
$232M
99 positions
#24DAVIS-REA LTD.Active
Some overlap · 3 shared positions
$SNPS$SYK$CB
$379M
41 positions
#25Strong Retirement Solutions LLCPassive
Some overlap · 3 shared positions
$PGR$CRWD$SYK
$178M
84 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.