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Hedge Funds Similar to Raleigh

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

Raleigh Capital Management Inc. is an institutional investor managing $290M across 775 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 Raleigh are Code Waechter, FEDERATED HERMES,, First Bank &, with shared positions in $TTE, $USB, $ENB, $PNC, $PFE, $PM. The full ranking of 25 similar funds is below.

#1Code Waechter LLCPassive
Notable overlap · 13 shared positions
$TTE$USB$ENB$PNC$PFE$PM
$168M
118 positions
#2FEDERATED HERMES, INC.Passive
Notable overlap · 14 shared positions
$VZ$PFE$PNC$USB$PM$PAYX
$61.5B
2,049 positions
#3First Bank & TrustPassive
Notable overlap · 14 shared positions
$TTE$PFE$ENB$PM$USB$PNC
$621M
257 positions
#4ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active
Notable overlap · 18 shared positions
$TTE$ENB$VZ$SNY$PFE$FE
$1.6B
1,529 positions
#5ATLANTIC FAMILY WEALTH, LLCSmart money
Notable overlap · 16 shared positions
$TTE$ENB$SNY$PFE$USB$VZ
$138M
59 positions
#6Altrius Capital Management IncPassive
Some overlap · 6 shared positions
$TTE$VZ$PFE$SNY$PM$BTI
$503M
87 positions
#7EQUITY INVESTMENT CORPActive
Some overlap · 6 shared positions
$TTE$VZ$USB$PNC$SNY$TFC
$5.1B
71 positions
#8Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$GMM$VZ$PFE$PM$BTI
$227M
113 positions
#9LFG Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$TTE$VZ$PM$ENB$BTI$PFE
$166M
89 positions
#10Keystone Financial Planning, Inc.Smart money
Some overlap · 7 shared positions
$VZ$USB$PFE$PM$BTI$CME
$374M
40 positions
#11GQG Partners LLCActive
Some overlap · 7 shared positions
$VZ$ENB$PM$BTI$CME$TRP
$63.1B
81 positions
#12TrueMark Investments, LLCPassive
Some overlap · 6 shared positions
$TTE$VZ$ENB$PM$BTI$CME
$514M
167 positions
#13Alley Investment Management Company, LLCActive
Some overlap · 7 shared positions
$PM$VZ$PLD$PAYX$CME$WEC
$821M
85 positions
#14Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 7 shared positions
$ENB$PM$USB$PLD$AMT$WEC
$412M
46 positions
#15Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$VZ$ENB$PNC$PFE$PAYX$DUK
$308M
137 positions
#16Kentucky Trust CoPassive
Some overlap · 6 shared positions
$USB$ENB$PNC$PFE$TFC$DUK
$191M
311 positions
#17HF Advisory Group, LLCPassive
Some overlap · 6 shared positions
$VZ$PM$PFE$BTI$TFC$TRP
$293M
166 positions
#18PARK CIRCLE CoActive
Some overlap · 6 shared positions
$VZ$PFE$PM$TTE$TFC$ENB
$108M
51 positions
#19PCB Capital LLCPassive
Some overlap · 5 shared positions
$GMM$VZ$USB$PFE$PM
$63M
101 positions
#20Shum Financial Group, Inc.Passive
Some overlap · 5 shared positions
$GMM$PLD$USB$PM$AMT
$141M
93 positions
#21Bogart Wealth, LLCPassive
Some overlap · 7 shared positions
$CME$VZ$PFE$PM$PNC$TFC
$2.6B
1,825 positions
#22Revisor Wealth Management LLCPassive
Some overlap · 4 shared positions
$GMM$USB$PM$ENB
$362M
327 positions
#23Orca Wealth Management, LLCActive
Some overlap · 5 shared positions
$TTE$VZ$PM$BTI$DUK
$141M
67 positions
#24Gilman Hill Asset Management, LLCPassive
Some overlap · 5 shared positions
$VZ$TTE$ENB$PFE$AMCR
$663M
225 positions
#25OPAL CAPITAL LLCPassive
Some overlap · 5 shared positions
$VZ$ENB$PM$BTI$CME
$565M
141 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.