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Hedge Funds Similar to RHS Financial,

13F Portfolio OverlapQ1 2026RHS Financial, portfolio →
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Most similar hedge funds by 13F overlap

RHS Financial, LLC is an institutional investor managing $211M across 146 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 RHS Financial, are Bay Advisors,, MJT & Associates Financial Advisory Group,, Financially in Tune,, with shared positions in $RELX, $WT, $KKR, $UNIT, $BMY, $NOW. The full ranking of 25 similar funds is below.

#1Bay Capital Advisors, LLCActive
Some overlap · 3 shared positions
$RELX$WT$KKR
$162M
107 positions
#2MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 4 shared positions
$WT$RELX$UNIT$BMY
$136M
442 positions
#3Financially in Tune, LLCActive
Some overlap · 4 shared positions
$WT$KKR$UNIT$NOW
$116M
77 positions
#4Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$WT$RELX$NOW
$589M
138 positions
#5New Vernon Capital Holdings II LLCActive
Some overlap · 3 shared positions
$WT$RELX$EXEL
$136M
77 positions
#6Seek First Inc.Active
Some overlap · 5 shared positions
$WT$KKR$UNIT$GILD$ISRG
$142M
58 positions
#7BEACON FINANCIAL GROUPPassive
Some overlap · 3 shared positions
$WT$KKR$RELX
$1.0B
348 positions
#8CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 4 shared positions
$WT$BPRE$UNIT$KKR
$149M
96 positions
#9truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$WT$KKR$UNIT
$97M
49 positions
#10MidAtlantic Capital Management, Inc.Passive
Some overlap · 3 shared positions
$WT$KKR$UNIT
$145M
84 positions
#11SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$WT$KKR$UNIT
$139M
37 positions
#12Pinnacle Financial Group, LLC / ILPassive
Some overlap · 3 shared positions
$WT$KKR$UNIT
$365M
111 positions
#13Comprehensive Money Management Services LLCPassive
Some overlap · 3 shared positions
$WT$RELX$UNIT
$152M
193 positions
#14MAINSAIL ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$RELX$KKR$UNIT$BMY
$223M
112 positions
#15Exit Wealth Advisors, LLC.Active
Some overlap · 4 shared positions
$WT$BTC$BMY$EXEL
$195M
131 positions
#16Causey Wealth LLCPassive
Some overlap · 4 shared positions
$WT$KKR$ISRG$BMY
$236M
81 positions
#17CROBANPassive
Some overlap · 3 shared positions
$WT$KKR$KR
$213M
73 positions
#18Unison Advisors LLCActive
Some overlap · 3 shared positions
$WT$KKR$EOG
$1.3B
175 positions
#19REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WT$UNIT$FHI$KR$ISRG
$697M
218 positions
#20Barry Investment Advisors, LLCActive
Some overlap · 5 shared positions
$WT$RELX$UNIT$SHEL$KKR
$454M
99 positions
#21Milestone Investment Advisors LLCActive
Some overlap · 4 shared positions
$WT$KKR$NOW$UNIT
$414M
139 positions
#22UPTICK PARTNERS, LLCPassive
Some overlap · 3 shared positions
$WT$KKR$UNIT
$502M
293 positions
#23Axis Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$WT$KKR$UNIT
$188M
174 positions
#24Magnolia Private Wealth, LLCPassive
Some overlap · 3 shared positions
$WT$BPRE$UNIT
$150M
134 positions
#25rebel Financial LLCPassive
Some overlap · 3 shared positions
$WT$NOW$UNIT
$231M
65 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.