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Hedge Funds Similar to Royal Wealth ,

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

Royal Capital Wealth Management, LLC is an institutional investor managing $161M across 96 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 Royal Wealth , are TOTH FINANCIAL ADVISORY, Cushing Partners,, Financial & Tax Architects,, with shared positions in $AGQ, $MCD, $LOW, $KO, $AMGN, $ADP. The full ranking of 25 similar funds is below.

#1TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 5 shared positions
$AGQ$MCD$LOW$KO$AMGN
$911M
918 positions
#2Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$AGQ$MCD$ADP$LOW$NEE
$130M
96 positions
#3Financial & Tax Architects, LLCPassive
Some overlap · 6 shared positions
$AGQ$MCD$ADP$LOW$KO$NEE
$448M
108 positions
#4TICINO WEALTHPassive
Some overlap · 5 shared positions
$AGQ$MCD$LOW$AMGN$EMR
$288M
138 positions
#5Gerald Baker Financial Group LLCPassive
Some overlap · 4 shared positions
$AGQ$MCD$LOW$KO
$253M
107 positions
#6Generation Capital Management LLCPassive
Some overlap · 3 shared positions
$AGQ$MCD$UNH
$137M
74 positions
#7LMG Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$AGQ$MCD$LOW$WFC$EMR
$549M
154 positions
#8MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$AGQ$MCD$LOW$AMGN
$184M
74 positions
#9Larry Mathis Financial Planning, LLCPassive
Some overlap · 3 shared positions
$AGQ$MCD$WFC
$112M
156 positions
#10REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AGQ$CME$LNG$GE
$697M
218 positions
#11Finward BancorpPassive
Some overlap · 3 shared positions
$AGQ$MCD$KO
$125M
104 positions
#12Clearstead Trust, LLCPassive
Some overlap · 4 shared positions
$AGQ$MCD$ADP$NEE
$613M
981 positions
#13Reyes Financial Architecture, Inc.Passive
Some overlap · 5 shared positions
$AGQ$MCD$CME$AMGN$KO
$122M
348 positions
#14Meadowbrook Advisors Group, LLCPassive
Some overlap · 6 shared positions
$MCD$UNH$CME$KO$NEE$AMGN
$168M
136 positions
#15Stack Financial Management, IncActive
Some overlap · 4 shared positions
$AGQ$KO$NEE$EMR
$1.4B
52 positions
#16Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$AGQ$KO$MCD$EMR
$106M
93 positions
#17GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 7 shared positions
$MCD$CME$UNH$KO$NEE$AMGN
$908M
286 positions
#18VIAWEALTH, LLCPassive
Some overlap · 3 shared positions
$AGQ$UNH$AMGN
$180M
159 positions
#19Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$MCD$ADP$LOW$WFC$NEE$AMGN
$98M
50 positions
#20First Long Island Investors, LLCActive
Some overlap · 6 shared positions
$MCD$UNH$ADP$LOW$NEE$AMGN
$1.2B
70 positions
#21Cypress Capital, LLCActive
Some overlap · 4 shared positions
$AGQ$MCD$LOW$AMGN
$351M
95 positions
#22TB Alternative Assets Ltd.Active
Some overlap · 3 shared positions
$AGQ$UNH$LNG
$481M
36 positions
#23NS Partners LtdActive
Some overlap · 6 shared positions
$MCD$UNH$KO$NEE$WFC$GE
$2.2B
71 positions
#24M&G PlcActive
Some overlap · 6 shared positions
$UNH$CME$LOW$NEE$WFC$AMGN
$19.4B
380 positions
#25Landmark Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AGQ$WFC$EMR$GE
$373M
148 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.