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Hedge Funds Similar to Roberts Financial

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

Roberts Financial LLC is an institutional investor managing $314M across 31 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 Roberts Financial are Shakespeare Wealth ,, Element Wealth,, 5T Wealth,, with shared positions in $SE, $SNOW, $WEC, $HBAN, $RL. The full ranking of 12 similar funds is below.

#1Shakespeare Wealth Management, LLCActive
Notable overlap · 4 shared positions
$SE$SNOW$WEC$HBAN
$422M
98 positions
#2Element Wealth, LLCPassive
Some overlap · 3 shared positions
$SE$RL$SNOW
$242M
207 positions
#35T Wealth, LLCPassive
Some overlap · 3 shared positions
$SE$SNOW$RL
$253M
129 positions
#4Portfolio Resources Advisor Group, Inc.Passive
Some overlap · 3 shared positions
$SE$RL$SNOW
$101M
148 positions
#5SYNTAX RESEARCH, INC.Passive
Slight overlap · 3 shared positions
$RL$SNOW$SE
$157M
174 positions
#6Invst, LLCPassive
Slight overlap · 3 shared positions
$SE$SNOW$RL
$886M
336 positions
#7BEAM WEALTH ADVISORS, INC.Active
Slight overlap · 3 shared positions
$SE$SNOW$HBAN
$402M
108 positions
#8PACIFIC FINANCIAL GROUP INCPassive
Slight overlap · 3 shared positions
$SE$RL$SNOW
$186M
87 positions
#9Intergy Private Wealth, LLCActive
Slight overlap · 3 shared positions
$SNOW$SE$HBAN
$341M
123 positions
#10Willis Johnson & Associates, Inc.Active
Slight overlap · 3 shared positions
$SNOW$RL$SE
$1.7B
197 positions
#11Moisand Fitzgerald Tamayo, LLCActive
Slight overlap · 3 shared positions
$SNOW$SE$WEC
$931M
518 positions
#12Finley Financial, LLCActive
Slight overlap · 3 shared positions
$SNOW$RL$SE
$214M
107 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.