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 RBA Wealth ,

13F Portfolio OverlapQ1 2026RBA Wealth , portfolio →

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Most similar hedge funds by 13F overlap

RBA Wealth Management, LLC is an institutional investor managing $278M across 92 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 RBA Wealth , are PARNASSUS INVESTMENTS,, Stack Financial ,, CONSCIOUS WEALTH INVESTMENTS,, with shared positions in $AMAT, $WM, $AZO, $SNPS, $BSX, $MAR. The full ranking of 25 similar funds is below.

#1PARNASSUS INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$AMAT $WM $AZO $SNPS $BSX $MAR

$34.1B

135 positions

#2Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$WM $AEP $CBOE $CI $CCK $EOG

$1.4B

52 positions

#3CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$AMAT $ACGL $CRM $TMUS $INGR $EOG

$180M

58 positions

#4Karani Asset Management LLCPassive

Notable overlap · 6 shared positions

$CMI $AMAT $ASML $SNPS $CRM $BSX

$122M

54 positions

#5Evergreen Private Wealth LLCPassive

Notable overlap · 6 shared positions

$AMAT $WM $PLD $EOG $ADBE $CRM

$247M

86 positions

#6Carmel Capital Management L.L.C.Active

Notable overlap · 4 shared positions

$AMAT $EWBC $ASML $AZO

$349M

25 positions

#7Maytus Capital Management, LLCPassive

Notable overlap · 5 shared positions

$AMAT $ASML $SNPS $CRM $ACN

$562M

62 positions

#8Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$CMI $AEP $MDT $AMAT $EOG $ADBE

$695M

159 positions

#9McGuire Investment Group, LLCActive

Notable overlap · 4 shared positions

$AMAT $CBOE $ASML $CMI

$885M

121 positions

#10Cornerstone Investment Partners, LLCActive

Notable overlap · 4 shared positions

$AMAT $CMI $URI $AZO

$2.4B

291 positions

#11SHUTTLEWORTH & CoPassive

Notable overlap · 4 shared positions

$AMAT $CBOE $WM $TMUS

$111M

52 positions

#12NORTH POINT PORTFOLIO MANAGERS CORP/OHActive

Notable overlap · 5 shared positions

$ASML $URI $ACN $SNPS $BSX

$561M

76 positions

#13OSTRUM ASSET MANAGEMENTActive

Notable overlap · 6 shared positions

$AMAT $CMI $SNPS $URI $WM $CBOE

$1.8B

562 positions

#14ECOFI INVESTISSEMENTS SAPassive

Notable overlap · 6 shared positions

$WM $SNPS $BSX $CRM $PLD $ADBE

$55M

36 positions

#15HALL LAURIE J TRUSTEEPassive

Notable overlap · 5 shared positions

$AMAT $WM $CCK $CI $CRM

$283M

104 positions

#16FIRST MANHATTAN CO. LLC.Active

Notable overlap · 7 shared positions

$ASML $AZO $AMAT $CRM $SNPS $BSX

$36.1B

753 positions

#17Midway Capital Research & ManagementPassive

Notable overlap · 5 shared positions

$AMAT $EWBC $SNPS $ADBE $WM

$106M

117 positions

#18Benchstone Capital Management LPPassive

Notable overlap · 4 shared positions

$AMAT $ASML $SNPS $TMUS

$860M

38 positions

#19GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 5 shared positions

$ASML $URI $SNPS $PLD $BDX

$328M

83 positions

#20WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 6 shared positions

$CMI $CRM $ACN $MAR $ASML $WM

$1.2B

69 positions

#21DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$WM $CRM $ADBE $MDT $ACN $MET

$16.0B

187 positions

#22Applied Finance Capital Management, LLCPassive

Notable overlap · 5 shared positions

$AMAT $CMI $MET $ADBE $URI

$1.3B

218 positions

#23Systematic Alpha Investments, LLCActive

Notable overlap · 6 shared positions

$AMAT $MAR $WM $AEP $MET $TMUS

$2.8B

234 positions

#24Cardinal Capital Management, Inc.Active

Notable overlap · 6 shared positions

$AMAT $CMI $TMUS $URI $MDT $BDX

$3.7B

66 positions

#25DAVIDSON INVESTMENT ADVISORSActive

Notable overlap · 6 shared positions

$MDT $TMUS $BDX $CRM $EOG $CI

$2.0B

120 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.