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Hedge Funds Similar to RFG ,

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

RFG HOLDINGS, INC. is an institutional investor managing $397M across 70 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 RFG , are Kercheville Advisors,, GDS Wealth, Uniting Wealth Partners,, with shared positions in $USB, $PLTR, $AMD, $MU, $UBER, $EPD. The full ranking of 25 similar funds is below.

#1Kercheville Advisors, LLCPassive
Some overlap · 6 shared positions
$USB$PLTR$AMD$MU$UBER$EPD
$313M
106 positions
#2GDS Wealth ManagementActive
Some overlap · 4 shared positions
$USB$AMD$MU$CRM
$1.7B
200 positions
#3Uniting Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$USB$PLTR$MU$CRWV
$470M
205 positions
#4Capital Advisors Wealth Management, LLCPassive
Some overlap · 4 shared positions
$USB$PLTR$SNOW$MAR
$745M
219 positions
#5IronBridge Private Wealth, LLCActive
Some overlap · 4 shared positions
$USB$PLTR$AMD$CRWV
$310M
45 positions
#6Yoder Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$USB$PLTR$MAR
$219M
124 positions
#7Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$USB$PLTR$BITB
$459M
290 positions
#8Farrell Financial LLCPassive
Some overlap · 4 shared positions
$USB$CRM$MAR$UBER
$167M
76 positions
#9Passumpsic Savings Bank
Some overlap · 3 shared positions
$USB$MU$UBER
$183M
90 positions
#10KEYSTONE INVESTORS PTE LTD
Some overlap · 3 shared positions
$USB$MU$SNOW
$1.1B
77 positions
#11GTS SECURITIES LLCPassive
Some overlap · 6 shared positions
$USB$PLTR$MU$SNOW$AMD$MAR
$2.8B
1,482 positions
#12Strategic Wealth Investment Group, LLCPassive
Some overlap · 3 shared positions
$USB$UBER$CRM
$788M
94 positions
#13Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$USB$SNOW$EPD$DE
$284M
125 positions
#14Marion Wealth ManagementPassive
Some overlap · 4 shared positions
$USB$CRM$MAR$DE
$451M
146 positions
#15WS MANAGEMENT LLLPActive
Some overlap · 3 shared positions
$USB$MU$HOOD
$1.1B
56 positions
#16RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 3 shared positions
$USB$PLTR$UBER
$116M
116 positions
#17Finivi Inc.Passive
Some overlap · 3 shared positions
$USB$HOOD$DE
$183M
103 positions
#18FIDUCIENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$USB$UBER$EPD
$765M
139 positions
#19BRANDYWINE OAK PRIVATE WEALTH LLCActive
Some overlap · 3 shared positions
$USB$SNOW$MAR
$1.2B
229 positions
#20Graetz Wealth LLCPassive
Some overlap · 3 shared positions
$USB$SNOW$PLTR
$112M
80 positions
#21Bridgewater Advisors Inc.Passive
Some overlap · 3 shared positions
$USB$MU$MAR
$1.7B
456 positions
#22Pioneer Wealth Management GroupSmart money
Some overlap · 3 shared positions
$USB$CRM$MAR
$357M
50 positions
#23Rosenberg Matthew HamiltonActive
Some overlap · 3 shared positions
$USB$SNOW$MAR
$488M
799 positions
#24Foundation Wealth Management, LLC\PAActive
Some overlap · 3 shared positions
$USB$SNOW$MAR
$284M
91 positions
#25BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Some overlap · 4 shared positions
$USB$UBER$HOOD$PLTR
$689M
87 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.