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Hedge Funds Similar to RFP Financial Group

13F Portfolio OverlapQ1 2026RFP Financial Group portfolio →
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Most similar hedge funds by 13F overlap

RFP Financial Group LLC is an institutional investor managing $184M across 62 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 RFP Financial Group are CULLINAN ASSOCIATES, CITY /FL, Griffith & Werner,, with shared positions in $KO, $SO, $AXP, $LMT, $DHR, $TFC. The full ranking of 25 similar funds is below.

#1CULLINAN ASSOCIATES INCActive
Notable overlap · 4 shared positions
$KO$SO$AXP$LMT
$1.2B
207 positions
#2CAPITAL CITY TRUST CO/FLActive
Notable overlap · 3 shared positions
$KO$LMT$DHR
$437M
114 positions
#3Griffith & Werner, Inc.Active
Some overlap · 8 shared positions
$KO$SO$AXP$LMT$TFC$PM
$202M
72 positions
#4Pinnacle Financial Partners, Inc.Passive
Some overlap · 5 shared positions
$KO$SO$AXP$LMT$GPN
$13.1B
1,076 positions
#5HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$KO$PM$AXP$GPC$MO
$243M
44 positions
#6Windle Wealth, LLCActive
Some overlap · 4 shared positions
$KO$SO$MO$VZ
$237M
32 positions
#7Drexel Morgan & Co.Active
Some overlap · 3 shared positions
$KO$AXP$VZ
$682M
60 positions
#8FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 4 shared positions
$KO$SO$MO$VZ
$1.5B
235 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$KO$SO$PM$LMT$VZ
$220M
148 positions
#10BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$KO$SO$LMT$VZ
$199M
110 positions
#11Kennon-Green & Company, LLCActive
Some overlap · 4 shared positions
$KO$PM$GPC$MO
$122M
39 positions
#12LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$KO$SO$UNH$VZ
$970M
154 positions
#13Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$KO$SO$PM$LMT$MO
$303M
121 positions
#14Constitution Capital LLCActive
Some overlap · 5 shared positions
$KO$SO$AXP$UNH$LMT
$200M
61 positions
#15CFC Planning Co LLCPassive
Some overlap · 6 shared positions
$KO$PM$AXP$MO$UNH$VZ
$140M
72 positions
#16First City Capital Management, Inc.Passive
Some overlap · 6 shared positions
$KO$SO$PM$LMT$MO$VZ
$189M
160 positions
#17TRUSTCO BANK CORP N YPassive
Some overlap · 4 shared positions
$KO$SO$AXP$PM
$113M
71 positions
#18Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$KO$SO$PM$AXP$DHR
$583M
140 positions
#19Socorro Asset Management LPPassive
Some overlap · 3 shared positions
$KO$TFC$DHR
$221M
32 positions
#20United BankPassive
Some overlap · 3 shared positions
$KO$SO$TFC
$301M
124 positions
#21RBO & CO LLCActive
Some overlap · 4 shared positions
$KO$PM$LMT$MO
$620M
57 positions
#22BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 3 shared positions
$KO$SO$VZ
$134M
211 positions
#23FAYEZ SAROFIM & COActive
Some overlap · 4 shared positions
$KO$PM$MO$UNH
$39.1B
294 positions
#24Trinity Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$KO$SO$AXP$VZ
$462M
106 positions
#25EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$KO$SO$LMT$UNH
$1.4B
56 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.