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 Frank, Rimerman Advisors

13F Portfolio OverlapQ1 2026Frank, Rimerman Advisors portfolio →

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Most similar hedge funds by 13F overlap

Frank, Rimerman Advisors LLC is an institutional investor managing $1.5B across 590 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 Frank, Rimerman Advisors are VAN ECK ASSOCIATES, E Fund (Hong Kong) , Ltd., Optiver Holding B.V., with shared positions in $MU, $AMAT, $AU, $PLTR, $ASML, $DIA. The full ranking of 25 similar funds is below.

#1VAN ECK ASSOCIATES CORPPassive

Slight overlap · 5 shared positions

$MU $AMAT $AU $PLTR $ASML

$133M

1,404 positions

#2E Fund Management (Hong Kong) Co., Ltd.Passive

Slight overlap · 5 shared positions

$MU $AMAT $AU $PLTR $ASML

$220M

491 positions

#3Optiver Holding B.V.Active

Slight overlap · 5 shared positions

$MU $AMAT $DIA $MS $PLTR

$289.5B

2,301 positions

#4Wall Street Financial Group, Inc.Passive

Slight overlap · 5 shared positions

$MU $AMAT $HSY $MS $PLTR

$169M

667 positions

#5Fortress Wealth Group, LLCPassive

Slight overlap · 5 shared positions

$MU $AMAT $DIA $PLTR $ASML

$265M

125 positions

#6Wealth Management Partners, LLCPassive

Slight overlap · 5 shared positions

$MU $AMAT $DIA $PLTR $ASML

$350M

147 positions

#7RICHARDS, MERRILL & PETERSON, INC.Passive

Slight overlap · 5 shared positions

$MU $AMAT $MS $PLTR $IBM

$273M

283 positions

#8Daybright Advisory Services, Inc.Active

Slight overlap · 7 shared positions

$MU $DIA $PLTR $MS $HSY $IBM

$361M

133 positions

#9Ethic Inc.Passive

Slight overlap · 5 shared positions

$MU $AMAT $MS $IBM $ASML

$6.4B

1,235 positions

#10HOWARD HUGHES MEDICAL INSTITUTEActive

Slight overlap · 5 shared positions

$MU $AMAT $PLTR $IBM $ASML

$416M

31 positions

#11KKM Financial LLCPassive

Slight overlap · 5 shared positions

$MU $AMAT $IBM $CME $ASML

$563M

168 positions

#12JANE STREET GROUP, LLCPassive

Slight overlap · 5 shared positions

$MU $AMAT $PLTR $ASML $NRG

$777.2B

11,403 positions

#13STATE STREET CORPPassive

Slight overlap · 5 shared positions

$MU $AMAT $MS $PLTR $IBM

$2.9T

4,269 positions

#14WESTBOURNE INVESTMENTS, INC.Passive

Slight overlap · 5 shared positions

$MU $DIA $PLTR $IBM $CME

$210M

141 positions

#15IMC-Chicago, LLCPassive

Slight overlap · 5 shared positions

$MU $DIA $PLTR $IBM $ASML

$278.4B

5,950 positions

#16McGuire Investment Group, LLCActive

Slight overlap · 5 shared positions

$AMAT $MS $PLTR $CME $ASML

$885M

121 positions

#17Swiss Life Asset Management LtdPassive

Slight overlap · 5 shared positions

$AMAT $MS $PLTR $IBM $CME

$20.4B

1,506 positions

#18Decker Retirement Planning Inc.Passive

Slight overlap · 5 shared positions

$MU $MS $ASML $PLTR $IBM

$221M

284 positions

#19Worth Asset Management, LLCPassive

Slight overlap · 4 shared positions

$MU $AMAT $DIA $MS

$268M

182 positions

#20Eagle Wealth Advisors LLCPassive

Slight overlap · 4 shared positions

$MU $AMAT $DIA $PLTR

$108M

98 positions

#21SteelPeak Wealth, LLCPassive

Slight overlap · 4 shared positions

$MU $AMAT $DIA $PLTR

$3.3B

575 positions

#22NISSAY ASSET MANAGEMENT CORP /JAPANActive

Slight overlap · 4 shared positions

$MU $AMAT $DIA $PLTR

$18.9B

666 positions

#23ATALANTA SOSNOFF CAPITAL, LLCActive

Slight overlap · 4 shared positions

$MU $AMAT $MS $PLTR

$4.7B

104 positions

#24Siemens Fonds Invest GmbHPassive

Slight overlap · 4 shared positions

$MU $AMAT $MS $PLTR

$1.7B

548 positions

#25QRG CAPITAL MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$MU $AMAT $MS $PLTR

$9.7B

1,138 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.