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Hedge Funds Similar to Register Financial Advisors

13F Portfolio OverlapQ1 2026Register Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Register Financial Advisors LLC is an institutional investor managing $326M across 426 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 Register Financial Advisors are Scott & Selber,, PROSPERITY BANCSHARES, Leonard Rickey Investment Advisors P.L.L.C., with shared positions in $BRZE, $MU, $HON, $BAC, $COP, $PWR. The full ranking of 25 similar funds is below.

#1Scott & Selber, Inc.Active
Some overlap · 5 shared positions
$BRZE$MU$HON$BAC$COP
$387M
91 positions
#2PROSPERITY BANCSHARES INCPassive
Some overlap · 4 shared positions
$BRZE$COP$BAC$MU
$125M
414 positions
#3Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$BRZE$MU$COP
$578M
118 positions
#4Prudent Man Advisors, LLCPassive
Some overlap · 4 shared positions
$BRZE$MU$BAC$PWR
$334M
134 positions
#5FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$BRZE$BAC$COP
$133M
121 positions
#6CASCADE INVESTMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$BRZE$PWR$HON
$152M
147 positions
#7S Squared Technology, LLCActive
Some overlap · 3 shared positions
$KTOS$ATI$SYM
$264M
35 positions
#8Zhang Financial LLCActive
Some overlap · 3 shared positions
$BRZE$COP$MU
$2.9B
367 positions
#9Winter & Associates, Inc.Passive
Some overlap · 3 shared positions
$BRZE$COP$HON
$114M
84 positions
#10New Covenant Trust Company, N.A.Active
Some overlap · 3 shared positions
$BRZE$BAC$COP
$112M
96 positions
#11FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$HON$MU$BAC$COP
$5.0B
201 positions
#12OmniStar Financial Group, Inc.Passive
Some overlap · 3 shared positions
$BRZE$HON$BAC
$193M
108 positions
#13Expect Equity LLCPassive
Some overlap · 3 shared positions
$ATI$CUZ$MOD
$104M
48 positions
#14WETZEL INVESTMENT ADVISORS, INC.Active
Some overlap · 3 shared positions
$BRZE$COP$BAC
$252M
131 positions
#15Aptus Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$BRZE$COP$PWR
$12.7B
1,671 positions
#16Luminvest Wealth Management LLCSmart money
Some overlap · 3 shared positions
$BRZE$COP$MU
$382M
55 positions
#17First Washington CORPActive
Some overlap · 3 shared positions
$BRZE$MU$BAC
$353M
50 positions
#18GREAT LAKES ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MU$PWR$BAC$COP
$12.1B
792 positions
#19Tribune Investment Group LPActive
Some overlap · 3 shared positions
$ATI$KTOS$MIR
$261M
30 positions
#20Candelo Capital Management LPPassive
Some overlap · 3 shared positions
$ATI$MOD$PWR
$121M
31 positions
#21Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$BRZE$BAC$COP
$607M
110 positions
#22Zweig-DiMenna Associates LLCPassive
Some overlap · 3 shared positions
$KTOS$MU$PWR
$722M
61 positions
#23Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$HON$MU$BAC
$752M
61 positions
#24MUFG Securities EMEA plcActive
Some overlap · 3 shared positions
$HON$MU$BAC
$6.7B
551 positions
#25ING GROEP NVPassive
Some overlap · 3 shared positions
$HON$MU$BAC
$16.4B
503 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.