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 Robertson Stephens Wealth ,

13F Portfolio OverlapQ1 2026Robertson Stephens Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Robertson Stephens Wealth Management, LLC is an institutional investor managing $3.6B across 615 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 Robertson Stephens Wealth , are American Financial Advisors,, Ballast Financial Advisors, CYPRESS FINANCIAL PLANNING, with shared positions in $HUM, $USB, $APP, $MS, $DOV, $KKR. The full ranking of 25 similar funds is below.

#1American Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $USB $APP

$750M

159 positions

#2Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $USB $MS $DOV $KKR $BAC

$98M

68 positions

#3CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$APP $USB $HUM $MS

$363M

102 positions

#4Crews Bank & TrustPassive

Notable overlap · 5 shared positions

$HUM $USB $MS $HLT $KKR

$690M

673 positions

#5Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$HUM $USB $MS $DOV $KKR

$109M

1,311 positions

#6SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $USB $MAR $KKR

$272M

554 positions

#7Capital Advisors Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $USB $MAR $KKR

$745M

219 positions

#8Fortis Advisors, LLCPassive

Notable overlap · 5 shared positions

$HUM $USB $AGQ $MS $GSAT

$200M

119 positions

#9Compass Financial Group, Inc. (Ohio)Active

Notable overlap · 3 shared positions

$HUM $USB $MAR

$137M

45 positions

#10Interactive Financial AdvisorsActive

Notable overlap · 5 shared positions

$HUM $APP $USB $KKR $MS

$153M

78 positions

#11Yoder Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$HUM $USB $MAR

$219M

124 positions

#12Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$HUM $USB $KKR

$147M

13 positions

#13Capital Advantage, Inc.Active

Notable overlap · 3 shared positions

$HUM $USB $KKR

$765M

145 positions

#14Cascade Wealth Advisors, IncActive

Notable overlap · 3 shared positions

$HUM $USB $KKR

$228M

60 positions

#15Buska Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $USB $KKR

$249M

74 positions

#16FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 4 shared positions

$HUM $USB $MAR $MS

$354M

66 positions

#1721 West Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $USB $KKR

$108M

63 positions

#18WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$HUM $USB $BAC

$350M

95 positions

#19RATIONAL ADVISORS, INC.Active

Notable overlap · 4 shared positions

$HUM $USB $GSAT $BAC

$980M

179 positions

#20Strategic Financial Concepts, LLCPassive

Some overlap · 3 shared positions

$HUM $USB $MS

$405M

298 positions

#21MilWealth Group LLCSmart money

Some overlap · 4 shared positions

$HUM $USB $KKR $BAC

$420M

81 positions

#22Farrell Financial LLCPassive

Some overlap · 3 shared positions

$HUM $USB $MAR

$167M

76 positions

#23Oakmont Advisory Group, LLCPassive

Some overlap · 5 shared positions

$USB $HUM $MS $APP $KKR

$98M

119 positions

#24Wealthfront Advisers LLCActive

Some overlap · 3 shared positions

$HUM $USB $MS

$45.6B

1,076 positions

#25E&G Advisors, LPPassive

Some overlap · 4 shared positions

$HUM $USB $MAR $BAC

$449M

236 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.