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Hedge Funds Similar to Revisor Wealth

13F Portfolio OverlapQ1 2026Revisor Wealth portfolio →
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Most similar hedge funds by 13F overlap

Revisor Wealth Management LLC is an institutional investor managing $362M across 327 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 Revisor Wealth are HALL, Thomasville National Bank, Tranquilli Financial Advisor, with shared positions in $USB, $MCD, $SHW, $HUM, $JHG, $KO. The full ranking of 25 similar funds is below.

#1HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 6 shared positions
$USB$MCD$SHW$HUM$JHG$KO
$280M
107 positions
#2Thomasville National Bank
Notable overlap · 9 shared positions
$USB$CRM$PM$ENB$HUM$GSK
$1.6B
235 positions
#3Tranquilli Financial Advisor LLCPassive
Notable overlap · 9 shared positions
$GMM$PM$WFC$SNOW$BDX$JHG
$171M
132 positions
#4OneAscent Wealth Management LLCActive
Notable overlap · 6 shared positions
$USB$SNOW$SHW$HUM$WFC$JHG
$302M
157 positions
#5RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$USB$MCD$PM$SLV$JHG
$136M
86 positions
#6R.H. Investment Group, LLCPassive
Some overlap · 5 shared positions
$USB$MCD$PM$WFC$SNOW
$130M
45 positions
#7Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$USB$MCD$SNOW$WFC$JHG
$1.3B
129 positions
#8Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$USB$MCD$MDT$KO
$1.4B
211 positions
#9Richmond Investment Services, LLCPassive
Some overlap · 5 shared positions
$USB$GMM$SHW$JHG$CRM
$619M
255 positions
#10CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$GMM$MCD$SNOW$MDT$BDX
$971M
146 positions
#11Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$USB$SNOW$HUM$CINF$MCD
$420M
120 positions
#12Tandem Financial, LLCPassive
Some overlap · 4 shared positions
$USB$SLV$PM$SNOW
$314M
98 positions
#13Miller Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$USB$MCD$HUM$ENB
$208M
262 positions
#14BAYBANPassive
Some overlap · 5 shared positions
$USB$SNOW$HUM$WFC$KO
$115M
671 positions
#15Finivi Inc.Passive
Some overlap · 3 shared positions
$USB$MCD$PM
$183M
103 positions
#16Financial Freedom, LLCPassive
Some overlap · 4 shared positions
$USB$MCD$SHW$SLV
$201M
426 positions
#17Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$USB$MCD$KO$PM$SNOW
$284M
125 positions
#18McGlone Suttner Wealth Management, Inc.Active
Some overlap · 5 shared positions
$USB$HUM$KO$MCD$PM
$755M
189 positions
#19KEYSTONE INVESTORS PTE LTD
Some overlap · 4 shared positions
$USB$MCD$SNOW$RDDT
$1.1B
77 positions
#20RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 4 shared positions
$USB$SLV$KO$RDDT
$116M
116 positions
#21HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$USB$MCD$PM$KO
$1.5B
477 positions
#22W.H. Cornerstone Investments Inc.Passive
Some overlap · 4 shared positions
$USB$SNOW$MDT$SHW
$160M
129 positions
#23CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$USB$MCD$MDT$KO
$1.4B
80 positions
#24PCG Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$CRM$SLV$SHW$JHG
$395M
164 positions
#25InvesTrustPassive
Some overlap · 6 shared positions
$MCD$USB$PM$SNOW$WFC$KO
$238M
91 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.