13F Pro

Hedge Funds Similar to Roberts Wealth Advisors,

13F Portfolio OverlapQ1 2026Roberts Wealth Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Roberts Wealth Advisors, LLC is an institutional investor managing $394M across 110 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 Roberts Wealth Advisors, are Renaissance Investment Group, M. Kraus &, WINDWARD /CA, with shared positions in $TT, $NEE, $TMO, $CCJ, $ISRG, $LIN. The full ranking of 25 similar funds is below.

#1Renaissance Investment Group LLCPassive
Notable overlap · 5 shared positions
$TT$NEE$TMO$CCJ$ISRG
$465M
81 positions
#2M. Kraus & CoActive
Notable overlap · 6 shared positions
$NEE$LIN$ROK$TMO$VZ$DIS
$343M
81 positions
#3WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 6 shared positions
$NEE$LIN$TMO$DIS$CRM$NKE
$1.2B
69 positions
#4Brentview Investment Management LLCPassive
Notable overlap · 4 shared positions
$TT$NEE$LIN$GSK
$231M
63 positions
#5DEEPWATER ASSET MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$COHR$TTWO$CCJ$ISRG$SNOW
$158M
39 positions
#6WATERS PARKERSON & CO., LLCActive
Some overlap · 5 shared positions
$COHR$ROK$TMO$DIS$VZ
$1.9B
188 positions
#7Foresight Group Ltd Liability PartnershipPassive
Some overlap · 5 shared positions
$TT$ROK$TMO$AMT$VTR
$566M
59 positions
#8Iyo Bank, Ltd.Active
Some overlap · 5 shared positions
$NEE$DIS$ROK$TMO$ISRG
$281M
35 positions
#9FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$TT$DIS$LIN$GSK
$102M
56 positions
#10NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 5 shared positions
$NEE$LIN$DIS$NKE$SE
$676M
125 positions
#11BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$NEE$LIN$TMO$VZ$NKE
$506M
75 positions
#12J. Stern & Co. LLPActive
Some overlap · 7 shared positions
$DIS$TMO$AMT$CRM$NKE$ISRG
$1.0B
49 positions
#13Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$NEE$TMO$DIS$VZ$CRM
$210M
79 positions
#14DJE Kapital AGActive
Some overlap · 6 shared positions
$NEE$LIN$VZ$CRM$ROK$CCJ
$4.5B
113 positions
#15DoubleLine ETF Adviser LPPassive
Some overlap · 7 shared positions
$VZ$AMT$DIS$EA$TTWO$TMO
$263M
176 positions
#16Quintet Private Bank (Europe) S.A.Active
Some overlap · 4 shared positions
$NEE$DIS$AMT$ISRG
$1.5B
187 positions
#17Terra Alpha Investments LLC
Some overlap · 4 shared positions
$TT$ROK$CRM$NKE
$98M
32 positions
#18NZS Capital, LLCActive
Some overlap · 4 shared positions
$TT$LIN$ISRG$SNOW
$3.0B
58 positions
#19Employees Provident Fund BoardActive
Some overlap · 5 shared positions
$NEE$ISRG$DIS$CRM$NKE
$13.2B
70 positions
#20Hillman Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DIS$GSK$VZ$CRM$NKE
$144M
56 positions
#21DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$NEE$WSM$AMT$NKE
$501M
138 positions
#22Mirova US LLCActive
Some overlap · 4 shared positions
$NEE$TMO$ISRG$CRM
$8.8B
42 positions
#23ONTARIO TEACHERS PENSION PLAN BOARDActive
Some overlap · 7 shared positions
$ROK$CRM$SNOW$DIS$TMO$TTWO
$3.5B
162 positions
#24S-Bank Fund Management LtdActive
Some overlap · 5 shared positions
$LIN$TMO$NEE$CRM$ROK
$671M
178 positions
#25Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Some overlap · 4 shared positions
$LIN$TTWO$TMO$ISRG
$672M
27 positions

Compare Roberts Wealth Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Roberts Wealth Advisors,’s holdings

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.