13F Pro

Hedge Funds Similar to River Street Advisors

13F Portfolio OverlapQ1 2026River Street Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

River Street Advisors LLC is an institutional investor managing $296M across 172 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 River Street Advisors are OLD SECOND NATIONAL BANK OF AURORA, UNITED BANK, CONNING, with shared positions in $GLW, $DOV, $CMI, $MS, $KLAC, $VLO. The full ranking of 25 similar funds is below.

#1OLD SECOND NATIONAL BANK OF AURORAPassive
Notable overlap · 14 shared positions
$GLW$DOV$CMI$MS$KLAC$VLO
$484M
280 positions
#2UNITED BANKActive
Some overlap · 6 shared positions
$GLW$DOV$CMI$EOG$MCD$KLAC
$781M
121 positions
#3CONNING INC.Passive
Some overlap · 5 shared positions
$GLW$MS$CMI$VLO$EOG
$3.0B
311 positions
#4Two Point Capital Management, Inc.Active
Some overlap · 4 shared positions
$GLW$DOV$CMI$ETN
$229M
28 positions
#5Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$KLAC$GLW$NEE$ETN$MCD$PLD
$568M
460 positions
#6BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$CMI$KLAC$NEE$EOG$MCD
$380M
98 positions
#7Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$GLW$CMI$NEE$ETN
$215M
125 positions
#8HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$GLW$MS$NEE$ETN
$909M
112 positions
#9Flavin Financial Services, Inc.Passive
Some overlap · 5 shared positions
$MS$NOC$NEE$MCD$COF
$149M
72 positions
#10Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$MS$KLAC$NEE$ETN$MCD
$1.4B
170 positions
#11LAWOOD & COPassive
Some overlap · 4 shared positions
$GLW$MS$NEE$MET
$108M
90 positions
#12CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$CMI$VLO$DOV$MCD
$6.6B
63 positions
#13FourThought Financial Partners, LLCPassive
Some overlap · 4 shared positions
$MS$KLAC$NOC$NEE
$1.2B
384 positions
#14Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$CMI$GLW$NEE$MCD
$1.2B
262 positions
#15Applied Finance Capital Management, LLCPassive
Some overlap · 4 shared positions
$CMI$KLAC$VLO$MET
$1.3B
218 positions
#16Fingerlakes Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DOV$MS$NEE$MCD
$151M
97 positions
#17Emissary Wealth LLCPassive
Some overlap · 4 shared positions
$MS$GLW$NEE$COF
$107M
54 positions
#18PATRON PARTNERS, LLCPassive
Some overlap · 5 shared positions
$GLW$NEE$CMI$ETN$MCD
$226M
185 positions
#19William B. Walkup & Associates, Inc.Active
Some overlap · 4 shared positions
$MS$VLO$NOC$MCD
$167M
163 positions
#20AGF MANAGEMENT LTDPassive
Some overlap · 4 shared positions
$GLW$VLO$NOC$COF
$22.3B
636 positions
#21Vest Financial, LLCPassive
Some overlap · 5 shared positions
$DOV$KLAC$NEE$MCD$PHM
$8.3B
414 positions
#22PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 4 shared positions
$KLAC$VLO$CMI$PHM
$842M
212 positions
#23LONDON CO OF VIRGINIAActive
Some overlap · 3 shared positions
$GLW$CMI$NOC
$16.2B
167 positions
#24Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$GLW$MS$NOC
$206M
56 positions
#25REXFORD CAPITAL INCPassive
Some overlap · 4 shared positions
$KLAC$VLO$GLW$MCD
$140M
316 positions

Compare River Street Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View River Street Advisors’s holdings

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.