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Hedge Funds Similar to Revolve Wealth Partners

13F Portfolio OverlapQ2 2026Revolve Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Revolve Wealth Partners, LLC is an institutional investor managing $965M across 356 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Revolve Wealth Partners are MRWM Advisors, Cypress, Portland Global Advisors, with shared positions in $AMGN, $MDY, $TOL, $CL, $C, $DAL. The full ranking of 25 similar funds is below.

#1MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$AMGN$MDY$TOL$CL
$243M
80 positions
#2Cypress Capital, LLCActive
Some overlap · 4 shared positions
$AMGN$MDY$TOL$CL
$370M
113 positions
#3Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$AMGN$MDY$CL
$1.1B
154 positions
#4Navigoe, LLCActive
Slight overlap · 3 shared positions
$AMGN$TOL$CL
$191M
1,224 positions
#5AVITY INVESTMENT MANAGEMENT INC.Active
Slight overlap · 3 shared positions
$AMGN$CL$C
$1.6B
118 positions
#6Catherine Avery Investment Management LLCPassive
Slight overlap · 3 shared positions
$AMGN$CL$C
$229M
166 positions
#7Econ Financial Services CorpPassive
Slight overlap · 3 shared positions
$AMGN$CL$DAL
$214M
72 positions
#8Sarasin & Partners LLPActive
Slight overlap · 3 shared positions
$AMGN$CL$C
$8.5B
94 positions
#9Genus Capital Management Inc.Passive
Slight overlap · 3 shared positions
$AMGN$CL$C
$1.0B
204 positions
#10Hopwood Financial Services, Inc.Active
Slight overlap · 3 shared positions
$AMGN$MDY$CL
$173M
92 positions
#11TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Slight overlap · 3 shared positions
$AMGN$MDY$C
$1.7B
278 positions
#12TKG Advisors, LLCPassive
Slight overlap · 3 shared positions
$AMGN$MDY$C
$288M
94 positions
#13TIAA TRUST, NATIONAL ASSOCIATIONActive
Slight overlap · 3 shared positions
$MDY$AMGN$NU
$1.7B
347 positions
#14All Terrain Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$MDY$AMGN$CL
$615M
157 positions
#15Richwood Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$AMGN$DAL$C
$142M
106 positions
#16United Asset Strategies, Inc.Passive
Slight overlap · 3 shared positions
$AMGN$CL$C
$1.4B
259 positions
#17Colter Lewis Investment Partners LLCActive
Slight overlap · 3 shared positions
$MDY$NU$CL
$225M
114 positions
#18First City Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$MDY$AMGN$C
$206M
164 positions
#19Finivi Inc.Passive
Slight overlap · 3 shared positions
$MDY$NU$C
$195M
111 positions
#20Balanced Rock Investment Advisors LLCActive
Slight overlap · 3 shared positions
$AMGN$NU$C
$160M
102 positions
#21Kentucky Farm Bureau Mutual Insurance CoActive
Slight overlap · 3 shared positions
$AMGN$DAL$C
$360M
69 positions
#22RTD Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$MDY$NU$CL
$917M
120 positions
#23MLP3, LLC
Slight overlap · 3 shared positions
$MDY$NU$C
$91M
86 positions
#24American National Bank of TexasActive
Slight overlap · 3 shared positions
$MDY$CL$AMGN
$110M
56 positions
#25Baron Financial Group, LLCActive
Slight overlap · 3 shared positions
$MDY$CL$C
$210M
56 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.