13F Pro

Hedge Funds Similar to ROBINSON SMITH WEALTH ADVISORS

13F Portfolio OverlapQ2 2026ROBINSON SMITH WEALTH ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ROBINSON SMITH WEALTH ADVISORS LLC is an institutional investor managing $167M across 98 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 ROBINSON SMITH WEALTH ADVISORS are CUTLER INVESTMENT COUNSEL, UNIVEST FINANCIAL, BRIGHT ROCK, with shared positions in $BLK, $NEE, $CARR, $PEP, $TXN, $URI. The full ranking of 25 similar funds is below.

#1CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$BLK$NEE$CARR$PEP$TXN
$1.1B
157 positions
#2UNIVEST FINANCIAL CorpActive
Some overlap · 6 shared positions
$NEE$BLK$URI$ANET$MDLZ$PM
$2.0B
275 positions
#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$BLK$NEE$PEP$ANET$TXN
$499M
73 positions
#4Haverford Trust CoActive
Some overlap · 5 shared positions
$BLK$NEE$PEP$TXN$PM
$11.6B
424 positions
#5GRAYBILL WEALTH MANAGEMENT, LTD.
Some overlap · 5 shared positions
$BLK$URI$PEP$ADP$OTIS
$372M
82 positions
#6First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$BLK$NEE$PEP$ADP$PM
$1.4B
73 positions
#7First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$BLK$NEE$MDLZ$TXN$PM
$529M
75 positions
#8HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$BLK$NEE$PEP$ADP
$194M
108 positions
#9RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$BLK$NEE$PEP$ADP
$794M
188 positions
#10WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$BLK$NEE$PEP$CARR
$1.3B
73 positions
#11CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$BLK$NEE$PEP$ANET
$195M
67 positions
#12SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$BLK$NEE$URI$PM
$145M
43 positions
#13M. Kraus & CoPassive
Some overlap · 5 shared positions
$NEE$CARR$PEP$MDLZ$OTIS
$377M
86 positions
#14Haverford Financial Services, Inc.Active
Some overlap · 4 shared positions
$BLK$NEE$PEP$TXN
$339M
49 positions
#15FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$BLK$NEE$PEP$MDLZ
$5.3B
210 positions
#16CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$NEE$PEP$ADP$MDLZ$TXN
$767M
184 positions
#17SlateStone Wealth, LLCPassive
Some overlap · 4 shared positions
$NEE$BLK$PEP$ADP
$1.3B
296 positions
#18Guinness Asset Management LTDActive
Some overlap · 5 shared positions
$BLK$PEP$MDLZ$OTIS$TXN
$5.9B
141 positions
#19ROCKLAND TRUST COPassive
Some overlap · 4 shared positions
$BLK$NEE$PEP$TXN
$2.5B
317 positions
#20Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$BLK$NEE$PEP$PM
$253M
63 positions
#21NORTH DALLAS BANK & TRUST COPassive
Some overlap · 4 shared positions
$BLK$NEE$PEP$URI
$169M
113 positions
#22Somerset Trust CoPassive
Some overlap · 4 shared positions
$NEE$BLK$PEP$ADP
$354M
186 positions
#23Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$NEE$PEP$ADP$PM$KVUE
$274M
79 positions
#24NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$BLK$URI$PEP$ANET
$606M
79 positions
#25MITCHELL SINKLER & STARR/PAPassive
Some overlap · 5 shared positions
$NEE$PEP$ADP$ANET$TXN
$240M
155 positions

Compare ROBINSON SMITH WEALTH 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 ROBINSON SMITH WEALTH 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.