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 Roberts Wealth Advisors

13F Portfolio OverlapQ2 2026Roberts Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Roberts Wealth Advisors, LLC is an institutional investor managing $440M across 111 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 Roberts Wealth Advisors are Employees Provident Fund Board, Renaissance Investment Group, Iyo Bank, Ltd., with shared positions in $NEE, $LIN, $DDOG, $ISRG, $CRWD, $DIS. The full ranking of 25 similar funds is below.

#1Employees Provident Fund BoardActive

Notable overlap · 8 shared positions

$NEE $LIN $DDOG $ISRG $CRWD $DIS

$17.4B

68 positions

#2Renaissance Investment Group LLCPassive

Notable overlap · 6 shared positions

$TT $NEE $TMO $ISRG $CCJ $CRWD

$508M

84 positions

#3Iyo Bank, Ltd.Active

Notable overlap · 6 shared positions

$ROK $NEE $DIS $TMO $LIN $ISRG

$329M

32 positions

#4WATERS PARKERSON & CO., LLCActive

Notable overlap · 4 shared positions

$COHR $ROK $TMO $DIS

$2.0B

200 positions

#5M. Kraus & CoPassive

Notable overlap · 6 shared positions

$ROK $NEE $LIN $TMO $VZ $DIS

$377M

86 positions

#6Rodgers Brothers Inc.Active

Notable overlap · 3 shared positions

$COHR $WSM $ROK

$1.0B

247 positions

#7Brentview Investment Management LLCActive

Notable overlap · 4 shared positions

$TT $NEE $LIN $GSK

$253M

63 positions

#8Foresight Group Ltd Liability PartnershipPassive

Notable overlap · 5 shared positions

$ROK $TT $TMO $AMT $VTR

$556M

62 positions

#9FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 5 shared positions

$TT $LIN $DIS $GSK $SCHW

$118M

56 positions

#10WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 7 shared positions

$NEE $LIN $TMO $DIS $CRM $NKE

$1.3B

73 positions

#11Wilian Securities, LLCPassive

Notable overlap · 7 shared positions

$AMT $NEE $LIN $TMO $CRWD $ISRG

$169M

89 positions

#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$NEE $LIN $TMO $VZ $NKE $SCHW

$499M

73 positions

#13Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Notable overlap · 7 shared positions

$SNOW $DDOG $ISRG $CRWD $CRM $TTWO

$249M

151 positions

#14NZS Capital, LLCActive

Notable overlap · 5 shared positions

$TT $LIN $SNOW $ISRG $CRWD

$3.9B

61 positions

#15DEEPWATER ASSET MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$TTWO $SNOW $CCJ $DDOG $ISRG

$220M

35 positions

#16NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 5 shared positions

$NEE $LIN $QCOM $SE $DIS

$832M

124 positions

#17VAN DEN BERG MANAGEMENT I, INCPassive

Notable overlap · 4 shared positions

$COHR $TMO $QCOM $DIS

$473M

120 positions

#18Strategic Wealth Investment Group, LLCPassive

Some overlap · 5 shared positions

$NEE $LIN $TMO $CRWD $CRM

$825M

104 positions

#19Sandhill Capital Partners LLCActive

Some overlap · 5 shared positions

$TT $LIN $ISRG $SCHW $QCOM

$1.2B

98 positions

#20Quintet Private Bank (Europe) S.A.Active

Some overlap · 5 shared positions

$NEE $DIS $TMO $AMT $ISRG

$1.6B

196 positions

#21Maytus Capital Management, LLCPassive

Some overlap · 6 shared positions

$SNOW $DDOG $TTWO $CRWD $COHR $CRM

$636M

62 positions

#22Strong Retirement Solutions LLCPassive

Some overlap · 7 shared positions

$AMT $CRWD $LIN $ISRG $TMO $NEE

$167M

82 positions

#23KEYSTONE INVESTORS PTE LTDActive

Some overlap · 4 shared positions

$COHR $SE $SNOW $DDOG

$1.9B

84 positions

#24PHILADELPHIA TRUST COActive

Some overlap · 3 shared positions

$COHR $ROK $ISRG

$1.6B

269 positions

#25Exane Asset ManagementActive

Some overlap · 5 shared positions

$TTWO $SNOW $DDOG $CRWD $CRM

$277M

28 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.