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Hedge Funds Similar to Rollins Financial Advisors,

13F Portfolio OverlapQ1 2026Rollins Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Rollins Financial Advisors, LLC is an institutional investor managing $632M across 158 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 Rollins Financial Advisors, are Algebris (UK) Ltd, ADVENT /DE/, PIER 88 INVESTMENT PARTNERS, with shared positions in $BAC, $KKR, $ON, $SO, $DUK, $KO. The full ranking of 25 similar funds is below.

#1Algebris (UK) LtdActive
Some overlap · 3 shared positions
$BAC$KKR$ON
$1.4B
70 positions
#2ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 5 shared positions
$BAC$KKR$SO$DUK$ON
$3.6B
215 positions
#3PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$BAC$KKR$ON
$402M
112 positions
#4NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$KKR$BAC$DUK$KO$T
$786M
99 positions
#5Wernau Asset Management Inc.Active
Some overlap · 4 shared positions
$BAC$KKR$KMI$T
$143M
50 positions
#6Skaana Management L.P.Active
Some overlap · 3 shared positions
$BAC$KKR$DUK
$296M
158 positions
#7Spectrum Financial Alliance Ltd LLCActive
Some overlap · 3 shared positions
$BAC$AGQ$T
$520M
30 positions
#8Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$KKR$BAC$WT
$742M
153 positions
#9HOERTKORN RICHARD CHARLESActive
Some overlap · 4 shared positions
$BAC$KMI$KO$MCD
$122M
75 positions
#10PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$BAC$AGQ$KMI
$166M
72 positions
#11R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$BAC$KMI$KO
$172M
38 positions
#12INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$KKR$KMI$EPD$ET$DUK
$1.4B
149 positions
#13Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 6 shared positions
$KKR$BAC$SO$DUK$KO$MCD
$638M
158 positions
#14Sherman Wealth Management LLCPassive
Some overlap · 3 shared positions
$KKR$AGQ$WT
$116M
80 positions
#15Henson-Edgewater Management, LLCPassive
Some overlap · 4 shared positions
$BAC$EPD$ET$MCD
$157M
66 positions
#16O'ROURKE & COMPANY, IncPassive
Some overlap · 5 shared positions
$KKR$AGQ$KMI$KO$SHW
$253M
171 positions
#17Griffith & Werner, Inc.Active
Some overlap · 5 shared positions
$BAC$SO$DUK$KO$T
$202M
72 positions
#18Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$KKR$BAC$WT$DUK$T
$123M
111 positions
#19Northside Capital Management, LLCActive
Some overlap · 6 shared positions
$KKR$BAC$EPD$ET$DUK$KO
$1.1B
193 positions
#20Castleview Partners, LLCPassive
Some overlap · 3 shared positions
$KKR$AGQ$T
$195M
200 positions
#21MWA Asset ManagementPassive
Some overlap · 3 shared positions
$BAC$AGQ$WT
$182M
154 positions
#22Wealth Management Associates, Inc.Passive
Some overlap · 5 shared positions
$KKR$KMI$BAC$WT$T
$290M
234 positions
#23Viewpoint Capital Management LLCActive
Some overlap · 3 shared positions
$BAC$WT$T
$214M
135 positions
#24FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$KKR$BAC$KO
$133M
121 positions
#25PARAGON FINANCIAL PARTNERS, INC.Active
Some overlap · 5 shared positions
$KKR$BAC$SAN$MCD$SHW
$177M
77 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.