Hedge Funds Similar to Frank, Rimerman Advisors

13F Portfolio OverlapQ3 2026Frank, Rimerman Advisors portfolio →

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Most similar hedge funds by 13F overlap

Frank, Rimerman Advisors LLC is an institutional investor managing $1.8B across 607 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Frank, Rimerman Advisors are GUERRA PAN ADVISORS, Alaethes Wealth, Henry James International, with shared positions in $ASML, $MS, $CRWD, $TDG, $AU, $TECK. The full ranking of 25 similar funds is below.

#1GUERRA PAN ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$ASML $MS $CRWD $TDG

$176M

113 positions

#2Alaethes Wealth, LLCPassive

Slight overlap · 4 shared positions

$ASML $MS $CRWD $TDG

$345M

111 positions

#3Henry James International Management Inc.Passive

Slight overlap · 4 shared positions

$ASML $AU $TECK $RACE

$330M

90 positions

#4FACTORY MUTUAL INSURANCE COActive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$10.6B

205 positions

#5PITTENGER & ANDERSON INCPassive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$2.8B

507 positions

#6VOYA INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$115.6B

2,484 positions

#7Gradient Investments LLCPassive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$7.0B

457 positions

#8Blue Chip Partners, LLCActive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$1.6B

184 positions

#9NVWM, LLCPassive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$533M

799 positions

#10Elwood & Goetz Wealth Advisory Group, LLCActive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$676M

148 positions

#11Severin Investments, LLCPassive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$133M

174 positions

#12Asio Capital, LLCActive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$816M

131 positions

#13Interchange Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$532M

430 positions

#14WILLNER & HELLER, LLCPassive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$160M

165 positions

#15Werlinich Asset Management, LLCActive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$258M

57 positions

#16Umpqua BankPassive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$446M

165 positions

#17Evansbrook LLCActive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$171M

126 positions

#18Aventura Private Wealth, LLCPassive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$326M

986 positions

#19Spartan Wealth Advisory Services LLCPassive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$1.2B

320 positions

#20Goldenstone Wealth Management LLCActive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$153M

76 positions

#21HOWE & RUSLING INCPassive

Slight overlap · 3 shared positions

$ASML $MS $CRWD

$1.7B

479 positions

#22CHILTON CAPITAL MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$3.2B

592 positions

#23Myriad Asset Management Advisors LLCActive

Slight overlap · 3 shared positions

$ASML $MS $TECK

$424M

49 positions

#24Myriad Asset Management US LPActive

Slight overlap · 3 shared positions

$ASML $MS $TECK

$72M

52 positions

#25Dogwood Wealth Management LLCPassive

Slight overlap · 3 shared positions

$ASML $CRWD $TDG

$253M

851 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.