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Hedge Funds Similar to Royal Fund ,

13F Portfolio OverlapQ1 2026Royal Fund , portfolio →
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Most similar hedge funds by 13F overlap

Royal Fund Management, LLC is an institutional investor managing $1.1B across 297 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 Royal Fund , are SNOWWATER INVESTMENT PARTNERS,, BCS Private Wealth ,, Volterra Technologies, with shared positions in $DIA, $MAR, $MS, $DLR, $NEM, $PSX. The full ranking of 25 similar funds is below.

#1SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 6 shared positions
$DIA$MAR$MS$DLR$NEM$PSX
$106M
89 positions
#2BCS Private Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$SAN$IBM$MS$NEM$AMGN$OKE
$329M
186 positions
#3Volterra Technologies LPPassive
Some overlap · 7 shared positions
$DELL$UBER$HOOD$DDOG$AMGN$MAR
$823M
301 positions
#4Odyssey Capital Advisors, Inc.Passive
Some overlap · 5 shared positions
$MAR$SAN$DIA$MS$UBER
$112M
97 positions
#5Strengthening Families & Communities, LLCPassive
Some overlap · 5 shared positions
$MAR$IBM$CTVA$UBER$NEM
$401M
589 positions
#6Fingerlakes Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$DIA$MAR$MS$NTRB$IBM
$151M
97 positions
#7JBR Co Financial Management IncActive
Some overlap · 5 shared positions
$MAR$SAN$IBM$OKE$PSX
$239M
120 positions
#8Sound View Wealth Advisors Group, LLCPassive
Some overlap · 5 shared positions
$MAR$DIA$MS$AMGN$IBM
$1.5B
422 positions
#9Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$IBM$DELL$PSX$AMGN$T
$308M
137 positions
#10Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$CTVA$MS$DLR$PSX$AMGN
$572M
150 positions
#11Capital Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$IBM$MS$DLR$DRI$AMGN
$730M
147 positions
#12Trust Investment AdvisorsPassive
Some overlap · 5 shared positions
$IBM$DELL$MS$T$OKE
$171M
89 positions
#13Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$MAR$SAN$IBM$AMGN
$153M
344 positions
#14Maytus Capital Management, LLCPassive
Some overlap · 5 shared positions
$IBM$DELL$HOOD$DDOG$T
$562M
62 positions
#15FOREFRONT WEALTH MANAGEMENT INC.
Some overlap · 5 shared positions
$MAR$AMGN$HOOD$OKE$UBER
$139M
71 positions
#16COWA, LLCActive
Some overlap · 6 shared positions
$DIA$OKE$PSX$IBM$AMGN$T
$371M
158 positions
#17XML Financial, LLCPassive
Some overlap · 5 shared positions
$MAR$MS$IBM$AMGN$CTVA
$1.2B
421 positions
#18Garner Asset Management CorpPassive
Some overlap · 5 shared positions
$DELL$IBM$MS$T$OKE
$255M
156 positions
#19Guardian Capital, LLCPassive
Some overlap · 4 shared positions
$MAR$DIA$MS$NTRB
$105M
81 positions
#20Vision Retirement, LLCPassive
Some overlap · 4 shared positions
$DIA$MAR$MS$SAN
$352M
649 positions
#21First Bancorp, Inc /ME/Active
Some overlap · 5 shared positions
$MAR$MS$CTVA$IBM$T
$201M
132 positions
#22bLong Financial, LLCActive
Some overlap · 5 shared positions
$IBM$DELL$MS$AMGN$T
$132M
76 positions
#23PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$MS$DLR$AMGN$UBER$ARM
$3.0B
77 positions
#24WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$IBM$DIA$UBER$T$OKE
$210M
141 positions
#25Maxele Advisors, LLC
Some overlap · 4 shared positions
$SAN$DIA$CTVA$MS
$123M
100 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.