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 Robbins Farley

13F Portfolio OverlapQ1 2026Robbins Farley portfolio →

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Most similar hedge funds by 13F overlap

Robbins Farley is an institutional investor managing $226M across 143 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 Robbins Farley are Beech Hill Advisors,, AVITY INVESTMENT, Blue Chip Partners,, with shared positions in $UBER, $NEE, $ETN, $TJX, $DIS, $D. The full ranking of 25 similar funds is below.

#1Beech Hill Advisors, Inc.Passive

Notable overlap · 8 shared positions

$UBER $NEE $ETN $TJX $DIS $D

$200M

94 positions

#2AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$TJX $NEE $ETN $UBER $ECL $IBM

$1.4B

114 positions

#3Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$TJX $PWR $ETN $ROL $NEE $CRWD

$1.4B

170 positions

#4JLB & ASSOCIATES INCPassive

Notable overlap · 4 shared positions

$TJX $CASY $ROL $SHW

$696M

70 positions

#5Mirova US LLCActive

Notable overlap · 5 shared positions

$TJX $NEE $BSX $ECL $EW

$8.8B

42 positions

#6SCHOLTZ & COMPANY, LLCPassive

Notable overlap · 6 shared positions

$PWR $CASY $ETN $UBER $BSX $NEE

$195M

49 positions

#7BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$DELL $TJX $ANET $ETN $IBM $BSX

$1.6B

435 positions

#8Sawyer & Company, IncPassive

Notable overlap · 5 shared positions

$TJX $ANET $ETN $DIS $ECL

$260M

197 positions

#9WD RUTHERFORD LLCPassive

Notable overlap · 5 shared positions

$CASY $ANET $TJX $NEE $CRWD

$225M

71 positions

#10First Washington CORPActive

Notable overlap · 5 shared positions

$GVA $ETN $ANET $UBER $CRWD

$353M

50 positions

#11Bath Savings Trust CoActive

Notable overlap · 5 shared positions

$TJX $NEE $SHW $ECL $CASY

$936M

168 positions

#12MARVIN & PALMER ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$TJX $NEE $PWR

$84M

21 positions

#13Rock Point Advisors, LLCPassive

Notable overlap · 4 shared positions

$TJX $NEE $GVA $UBER

$370M

118 positions

#14SHUTTLEWORTH & CoPassive

Notable overlap · 5 shared positions

$TJX $ETN $SHW $ANET $SO

$111M

52 positions

#15Passumpsic Savings Bank

Notable overlap · 5 shared positions

$ANET $TJX $UBER $DIS $BSX

$183M

90 positions

#16ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$TJX $AZN $CRWD $DLR $ECL

$723M

93 positions

#17Employees Provident Fund BoardActive

Notable overlap · 6 shared positions

$PWR $UBER $NEE $CRWD $DIS $BSX

$13.2B

70 positions

#18Bluebird Wealth Management LLCPassive

Notable overlap · 5 shared positions

$ANET $TJX $UBER $ETN $CRWD

$98M

77 positions

#19Bank OZKPassive

Notable overlap · 6 shared positions

$PWR $ANET $SO $TJX $AZN $IBM

$283M

149 positions

#20ABN AMRO Bank N.V.Active

Notable overlap · 5 shared positions

$AZN $PWR $TJX $DIS $UBER

$9.3B

228 positions

#21South Street Advisors LLCActive

Notable overlap · 4 shared positions

$TJX $PWR $USFD $ETN

$690M

83 positions

#22Williams Jones Wealth Management, LLC.Active

Notable overlap · 6 shared positions

$TJX $ETN $SHW $UBER $PWR $ECL

$8.1B

514 positions

#23HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$TJX $NEE $ROL $ETN

$407M

49 positions

#24Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$TJX $ETN $NEE $DELL $IBM

$649M

186 positions

#25Renaissance Investment Group LLCPassive

Notable overlap · 4 shared positions

$TJX $NEE $MLM $CRWD

$465M

81 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.