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Hedge Funds Similar to RHS Financial

13F Portfolio OverlapQ3 2026RHS Financial portfolio →
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Most similar hedge funds by 13F overlap

RHS Financial, LLC is an institutional investor managing $296M across 185 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to RHS Financial are LSV ASSET, Pacer Advisors, Thrive, with shared positions in $HPE, $BMY, $GM, $EXEL, $EXPE, $EBAY. The full ranking of 25 similar funds is below.

#1LSV ASSET MANAGEMENTActive
Some overlap · 9 shared positions
$HPE$BMY$GM$EXEL$EXPE$EBAY
$55.1B
889 positions
#2Pacer Advisors, Inc.Passive
Some overlap · 6 shared positions
$BMY$CCZ$HCA$GILD$ADBE$EXPE
$39.3B
2,614 positions
#3Thrive Capital Management, LLCPassive
Some overlap · 5 shared positions
$EXEL$CL$CCZ$FLEX$GILD
$530M
170 positions
#4WINNOW WEALTH LLCPassive
Some overlap · 5 shared positions
$EXEL$CL$FLEX$GILD$EOG
$151M
141 positions
#5Sivia Capital Partners, LLCPassive
Some overlap · 3 shared positions
$CRWV$HPE$EOG
$822M
540 positions
#6FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 5 shared positions
$CCZ$ADBE$BMY$FHI$GILD
$939M
56 positions
#7FCF Advisors LLCPassive
Some overlap · 5 shared positions
$BMY$EXEL$KLAC$GILD$EXPE
$544M
58 positions
#8GRIMES & Co WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$HPE$BMY$KLAC$GILD$EOG
$4.6B
449 positions
#9Kendall Capital ManagementPassive
Some overlap · 5 shared positions
$HPE$FHI$BMY$KLAC$EXPE
$605M
233 positions
#10EAGLE HARBOR ASSET MANAGEMENT INC /ADVPassive
Some overlap · 4 shared positions
$EXEL$BMY$HPE$EXPE
$133M
141 positions
#11CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$BMY$CCZ$ADBE$GILD
$101M
125 positions
#12THOR INVESTMENT MANAGEMENT INC /OH/ /ADVActive
Some overlap · 5 shared positions
$BMY$ADBE$GILD$GDDY$KLAC
$177M
51 positions
#13Lakewood Asset Management LLCPassive
Some overlap · 4 shared positions
$BMY$EBAY$HPE$DBX
$194M
110 positions
#14Financial Advisors Network, Inc.Passive
Some overlap · 5 shared positions
$ADBE$GILD$EOG$GDDY$EXPE
$816M
208 positions
#15Hudson Capital Management LLCPassive
Some overlap · 4 shared positions
$BMY$EBAY$GM$GILD
$405M
78 positions
#16LYRICAL ASSET MANAGEMENT LPActive
Some overlap · 4 shared positions
$HCA$EBAY$FLEX$EXPE
$7.9B
41 positions
#17Te Ahumairangi Investment Management LtdActive
Some overlap · 5 shared positions
$CL$GILD$ADBE$GM$KR
$620M
86 positions
#18L2 Asset Management, LLCPassive
Some overlap · 5 shared positions
$FLEX$EXEL$GILD$EXPE$DLTR
$963M
411 positions
#19Brindle & Bay Financial Advisors, LLCActive
Some overlap · 4 shared positions
$CL$CCZ$GILD$EOG
$268M
102 positions
#20Cypress Capital, LLCActive
Some overlap · 4 shared positions
$BMY$CL$CCZ$KR
$377M
117 positions
#21NatWest Group plcActive
Some overlap · 4 shared positions
$EBAY$CL$KLAC$GILD
$560M
48 positions
#22Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$EBAY$HPE$GILD$KR
$955M
337 positions
#23WEST MICHIGAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$CCZ$BMY$GILD$EOG
$455M
298 positions
#24McKinney Capital Management, LLCActive
Some overlap · 4 shared positions
$HPE$BMY$CCZ$KLAC
$254M
87 positions
#25Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$EBAY$KLAC$CL$HPE
$1.0B
204 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.