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Hedge Funds Similar to RFG

13F Portfolio OverlapQ2 2026RFG portfolio →
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Most similar hedge funds by 13F overlap

RFG HOLDINGS, INC. is an institutional investor managing $477M across 87 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 RFG are Meadowbrook Wealth, Newbridge Financial Services Group, GLYNN, with shared positions in $HOOD, $PLTR, $CRWV, $UBER, $SNOW, $SNDK. The full ranking of 25 similar funds is below.

#1Meadowbrook Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HOOD$PLTR$CRWV$UBER
$93M
81 positions
#2Newbridge Financial Services Group, Inc.Passive
Some overlap · 5 shared positions
$PLTR$SNOW$CRWV$UBER$SNDK
$808M
1,245 positions
#3GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$HOOD$PLTR$CRWV$SNDK$SNOW
$363M
43 positions
#4FLOYD FINANCIAL GROUP LLCActive
Some overlap · 5 shared positions
$PLTR$HOOD$CRWV$UBER$SPCX
$153M
65 positions
#5Cache Advisors, LLCActive
Some overlap · 5 shared positions
$PLTR$SNOW$WDC$UBER$SNDK
$1.2B
139 positions
#6Persistent Asset Partners LtdPassive
Some overlap · 5 shared positions
$HOOD$SNOW$WDC$SNDK$GLW
$335M
818 positions
#7ARK Investment Management LLCActive
Some overlap · 4 shared positions
$HOOD$PLTR$CRWV$SPCX
$15.4B
191 positions
#8Nikko Asset Management Americas, Inc.Passive
Some overlap · 4 shared positions
$HOOD$PLTR$CRWV$SPCX
$7.7B
276 positions
#9CANTOR FITZGERALD, L. P.Active
Some overlap · 7 shared positions
$HOOD$CRWV$PLTR$CRM$SNDK$GLW
$9.2B
319 positions
#10Wedbush Fund Advisers, LLCActive
Some overlap · 4 shared positions
$PLTR$SNOW$CRWV$CRM
$1.1B
103 positions
#11ADAPT Investment Managers SAActive
Some overlap · 5 shared positions
$PLTR$SNOW$UBER$CRM$TXN
$12.6B
133 positions
#12LAKE STREET PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$PLTR$SNOW$HOOD$UBER
$874M
275 positions
#13UDINE WEALTH MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$HOOD$PLTR$UBER$SPCX
$243M
40 positions
#14Firsthand Capital Management, Inc.Active
Some overlap · 4 shared positions
$HOOD$PLTR$UBER$GLW
$63M
54 positions
#15Altimeter Capital Management, LPSmart money
Some overlap · 5 shared positions
$SNOW$CRWV$HOOD$UBER$SPCX
$9.8B
20 positions
#16ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$HOOD$PLTR$UBER
$551M
40 positions
#17Clear Street Group Inc.Active
Some overlap · 7 shared positions
$CRWV$PLTR$WDC$HOOD$SNDK$GLW
$39.5B
1,414 positions
#18Laurion Capital Management LPPassive
Some overlap · 4 shared positions
$HOOD$SNOW$PLTR$GLW
$3.9B
420 positions
#19Bienville Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$SNOW$CRWV$UBER
$750M
95 positions
#20Canvas Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$HOOD$UBER$CRM$SPCX
$717M
251 positions
#21AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$PLTR$SNOW$CRWV$GLW
$231M
93 positions
#22Carroll Investors, IncActive
Some overlap · 3 shared positions
$PLTR$SNOW$CRWV
$234M
31 positions
#23KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$SNOW$UBER$TXN
$351M
166 positions
#24IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive
Some overlap · 4 shared positions
$PLTR$HOOD$CRWV$SPCX
$1.6B
289 positions
#25Kingstone Capital Partners Texas, LLCActive
Some overlap · 3 shared positions
$HOOD$PLTR$UBER
$188M
60 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.