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 ROMANO BROTHERS AND COMPANY

13F Portfolio OverlapQ1 2026ROMANO BROTHERS AND COMPANY portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ROMANO BROTHERS AND COMPANY is an institutional investor managing $880M across 319 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 ROMANO BROTHERS AND COMPANY are Ranch Advisors, Mendel, Pathway Financial Advisers,, with shared positions in $HUM, $KKR, $DUK, $IBM, $AMGN, $C. The full ranking of 25 similar funds is below.

#1Ranch Capital Advisors Inc.Passive

Notable overlap · 8 shared positions

$HUM $KKR $DUK $IBM $AMGN $C

$277M

154 positions

#2Mendel Capital Management LLCPassive

Some overlap · 6 shared positions

$HUM $FDX $IBM $AMGN $VZ $LHX

$199M

97 positions

#3Pathway Financial Advisers, LLCPassive

Some overlap · 7 shared positions

$HUM $DUK $IBM $OHI $AMGN $AEP

$354M

164 positions

#4RIDGECREST WEALTH PARTNERS, LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $IBM $AMGN $AMAT

$181M

96 positions

#5Plan Group Financial, LLCPassive

Some overlap · 7 shared positions

$HUM $OHI $DUK $DLR $IBM $AEP

$426M

229 positions

#6StrongBox Wealth, LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $AMGN $ABT $ETN

$313M

95 positions

#7DMKC Advisory Services, LLCPassive

Some overlap · 5 shared positions

$HUM $FDX $ABT $ETN $C

$240M

84 positions

#8First County Bank /CT/Passive

Some overlap · 7 shared positions

$KKR $AMGN $DUK $ETN $AEP $VZ

$213M

169 positions

#9Dickmeyer Boyce Financial Management, Inc.Passive

Some overlap · 7 shared positions

$KKR $DUK $ARCC $AEP $AMGN $VZ

$170M

125 positions

#10DB&C Advisors, LLCPassive

Some overlap · 7 shared positions

$DUK $IBM $HUM $ETN $UPS $AMGN

$77M

67 positions

#11LightSquare Wealth Management, LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $ETN $VZ $IBM

$133M

92 positions

#12Oak Harvest Investment ServicesPassive

Some overlap · 5 shared positions

$HUM $KKR $DUK $AMGN $ETN

$958M

176 positions

#13Cannon Wealth Management Services, LLCPassive

Some overlap · 4 shared positions

$HUM $KKR $DUK $FDX

$148M

85 positions

#14Hamrick Investment Counsel, llcPassive

Some overlap · 5 shared positions

$HUM $IBM $AMGN $VZ $UPS

$180M

359 positions

#15RM Financial Services, LLCActive

Some overlap · 5 shared positions

$HUM $KKR $IBM $AMAT $UPS

$116M

75 positions

#16MOSELEY INVESTMENT MANAGEMENT INCPassive

Some overlap · 5 shared positions

$HUM $KKR $AMGN $ETN $DUK

$314M

163 positions

#17High Net Worth Advisory Group LLCPassive

Some overlap · 4 shared positions

$HUM $KKR $AMGN $ABT

$429M

244 positions

#18Wilson & Boucher Capital Management, LLCPassive

Some overlap · 5 shared positions

$HUM $AMAT $ABT $AMGN $DUK

$151M

114 positions

#19Global Wealth Management Investment Advisory, Inc.Passive

Some overlap · 6 shared positions

$KKR $DUK $DLR $AMGN $IBM $VZ

$638M

158 positions

#20Financial Planning Hawaii, Inc.Passive

Some overlap · 4 shared positions

$HUM $KKR $AMGN $VZ

$170M

123 positions

#21WIMMER ASSOCIATES 1, LLCPassive

Some overlap · 5 shared positions

$HUM $AMGN $ABT $KKR $FDX

$205M

110 positions

#22Laurel Wealth Advisors LLCActive

Some overlap · 5 shared positions

$HUM $DUK $AMGN $ABT $UPS

$1.0B

192 positions

#23SPRENG CAPITAL MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$HUM $KKR $AEP $VZ $AMGN

$212M

66 positions

#24Cornell Pochily Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$KKR $IBM $AMGN $ABT $DUK $VZ

$340M

174 positions

#25Principle Wealth Partners LLCActive

Some overlap · 4 shared positions

$HUM $KKR $IBM $AMGN

$1.7B

380 positions

Compare ROMANO BROTHERS AND COMPANY’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 ROMANO BROTHERS AND COMPANY’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.