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 River Street Advisors

13F Portfolio OverlapQ2 2026River Street Advisors portfolio →

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Most similar hedge funds by 13F overlap

River Street Advisors LLC is an institutional investor managing $340M across 177 U.S. equity positions as of Q2 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, Great Diamond Partners, with shared positions in $KLAC, $CMI, $MS, $GLW, $DOV, $BLK. The full ranking of 25 similar funds is below.

#1OLD SECOND NATIONAL BANK OF AURORAPassive

Substantial overlap · 19 shared positions

$KLAC $CMI $MS $GLW $DOV $BLK

$530M

275 positions

#2UNITED BANKActive

Notable overlap · 8 shared positions

$CMI $GLW $DOV $KLAC $BLK $PEP

$853M

130 positions

#3Great Diamond Partners, LLCPassive

Notable overlap · 7 shared positions

$KLAC $GLW $CMI $BLK $MS $NEE

$582M

238 positions

#4Blue Chip Partners, LLCActive

Notable overlap · 7 shared positions

$KLAC $MS $BLK $ETN $NEE $PEP

$1.6B

184 positions

#5BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Notable overlap · 7 shared positions

$KLAC $CMI $EOG $NEE $MET $QCOM

$404M

99 positions

#6PAYDEN & RYGELPassive

Notable overlap · 6 shared positions

$MS $GLW $CMI $VLO $ETN $PLD

$1.3B

131 positions

#7CAPE ANN SAVINGS BANKActive

Notable overlap · 7 shared positions

$CMI $MS $BLK $PEP $NEE $ETN

$212M

113 positions

#8CINCINNATI INSURANCE COActive

Notable overlap · 7 shared positions

$CMI $BLK $VLO $DOV $PEP $QCOM

$6.9B

64 positions

#9CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 7 shared positions

$KLAC $BLK $PEP $ETN $EOG $NEE

$195M

67 positions

#10Community Financial Services Group, LLCPassive

Notable overlap · 7 shared positions

$KLAC $GLW $ETN $NEE $BLK $PLD

$686M

532 positions

#11AEGON ASSET MANAGEMENT UK PLCActive

Notable overlap · 6 shared positions

$KLAC $MS $CMI $ETN $PEP $MET

$9.4B

172 positions

#12NORTH DALLAS BANK & TRUST COPassive

Notable overlap · 6 shared positions

$CMI $MS $BLK $PEP $ETN $NEE

$169M

113 positions

#13Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 6 shared positions

$KLAC $CMI $ETN $MET $VLO $PWR

$489M

619 positions

#14CONNING INC.Passive

Some overlap · 6 shared positions

$GLW $CMI $MS $VLO $BLK $MCD

$3.3B

327 positions

#15SFE Investment CounselPassive

Some overlap · 7 shared positions

$CMI $BX $ETN $NEE $KLAC $QCOM

$742M

152 positions

#16American TrustActive

Some overlap · 7 shared positions

$KLAC $CMI $NEE $EOG $PEP $DOV

$1.3B

334 positions

#17PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 5 shared positions

$KLAC $CMI $VLO $PHM $PWR

$1.0B

213 positions

#18CULBERTSON A N & CO INCActive

Some overlap · 6 shared positions

$CMI $GLW $PEP $EOG $MS $MCD

$859M

140 positions

#19CGN Advisors LLCPassive

Some overlap · 6 shared positions

$KLAC $GLW $BLK $BX $COF $MCD

$1.4B

322 positions

#20FourThought Financial Partners, LLCPassive

Some overlap · 6 shared positions

$KLAC $PEP $BLK $NEE $NOC $QCOM

$1.3B

393 positions

#21Applied Finance Capital Management, LLCPassive

Some overlap · 5 shared positions

$KLAC $CMI $VLO $MET $PWR

$1.3B

218 positions

#22REXFORD CAPITAL INCPassive

Some overlap · 5 shared positions

$KLAC $GLW $VLO $MCD $QCOM

$163M

301 positions

#23OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 6 shared positions

$CMI $VLO $PEP $ETN $QCOM $MCD

$2.7B

54 positions

#24Providence First Trust CoPassive

Some overlap · 5 shared positions

$KLAC $GLW $CMI $NEE $VLO

$358M

196 positions

#25Center For Asset Management LLCPassive

Some overlap · 5 shared positions

$KLAC $GLW $NEE $QCOM $NOC

$225M

151 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.