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 Range Financial Group

13F Portfolio OverlapQ1 2026Range Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Range Financial Group LLC is an institutional investor managing $366M across 206 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 Range Financial Group are Carolina Wealth Advisors,, FCF Advisors, Williamson Legacy Group,, with shared positions in $VZ, $PM, $AMGN, $MO, $TPR, $GFI. The full ranking of 25 similar funds is below.

#1Carolina Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$VZ $PM $AMGN $MO $TPR $GFI

$240M

278 positions

#2FCF Advisors LLCPassive

Notable overlap · 7 shared positions

$TPR $LRCX $STX $MO $BKNG $EXPE

$444M

52 positions

#3Williamson Legacy Group, LLCPassive

Notable overlap · 7 shared positions

$TPR $STX $LRCX $SNDK $NEM $MU

$133M

81 positions

#4AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$TPR $STX $VZ $MO $NEM $MU

$160M

137 positions

#5BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$VZ $PM $AMGN $MO $MCD $COR

$480M

133 positions

#6Adams Asset Advisors, LLCActive

Notable overlap · 7 shared positions

$VZ $MO $AMGN $NEM $DINO $BTI

$891M

88 positions

#7VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 5 shared positions

$STX $TPR $VZ $AMGN $COR

$1.6B

316 positions

#8Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$VZ $PM $AMGN $NEM $APP $SE

$477M

70 positions

#9BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 6 shared positions

$AMGN $VZ $MCD $LOW $MU $BTI

$380M

98 positions

#10ARS Investment Partners, LLCActive

Some overlap · 6 shared positions

$LRCX $STX $NEM $MU $WDC $TRGP

$1.9B

182 positions

#11Ardmore Road Asset Management LPPassive

Some overlap · 5 shared positions

$LRCX $VZ $BKNG $SNDK $EXPE

$1.5B

64 positions

#12Anther Capital LtdActive

Some overlap · 5 shared positions

$LRCX $STX $SNDK $MU $WDC

$3.8B

31 positions

#13Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$LRCX $STX $SNDK $MU $WDC

$65M

34 positions

#14Genus Capital Management Inc.Passive

Some overlap · 6 shared positions

$VZ $AMGN $SE $LRCX $STX $MU

$873M

189 positions

#15Hilton Head Capital Partners, LLCPassive

Some overlap · 6 shared positions

$PM $LRCX $MO $AMGN $VZ $MCD

$177M

989 positions

#16NatWest Group plcActive

Some overlap · 5 shared positions

$LRCX $AMGN $BKNG $NEM $KMB

$462M

44 positions

#17HF Advisory Group, LLCPassive

Some overlap · 6 shared positions

$VZ $PM $BKNG $MO $SHEL $BTI

$293M

166 positions

#18Blue Whale Capital LLPActive

Some overlap · 6 shared positions

$LRCX $STX $SNDK $NEM $APP $PM

$2.1B

26 positions

#19KEYSTONE INVESTORS PTE LTD

Some overlap · 7 shared positions

$STX $SE $MU $WDC $MCD $TPR

$1.1B

77 positions

#20VIKING FUND MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$VZ $MO $TRGP $KMB $SHEL $BTI

$976M

142 positions

#21Catherine Avery Investment Management LLCPassive

Some overlap · 4 shared positions

$STX $VZ $AMGN $MCD

$223M

109 positions

#22Kennon-Green & Company, LLCActive

Some overlap · 5 shared positions

$PM $MCD $MO $KMB $BTI

$122M

39 positions

#23Aurdan Capital Management, LLCActive

Some overlap · 5 shared positions

$PM $AMGN $LOW $COR $MO

$333M

88 positions

#24Central Asset Investments & Management Holdings (HK) LtdActive

Some overlap · 6 shared positions

$STX $SNDK $SE $MU $WDC $LRCX

$108M

24 positions

#25Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$LRCX $BKNG $SNDK $MU $APP

$172M

76 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.