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Hedge Funds Similar to RMR ,

13F Portfolio OverlapQ1 2026RMR , portfolio →
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Most similar hedge funds by 13F overlap

RMR Capital Management, LLC is an institutional investor managing $138M across 75 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 RMR , are Elgethun, Sterling Wealth ,, Guardian Wealth ,, with shared positions in $CASH, $UNIT, $SCHW, $AXP, $ALPS, $MCD. The full ranking of 25 similar funds is below.

#1Elgethun Capital ManagementActive
Notable overlap · 5 shared positions
$CASH$UNIT$SCHW$AXP$ALPS
$605M
166 positions
#2Sterling Wealth Management, Inc.Active
Some overlap · 5 shared positions
$UNIT$MCD$SCHW$AXP$KKR
$364M
112 positions
#3Guardian Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$CASH$USB$ABT$NNI$KKR
$183M
61 positions
#4Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$AXP$MCD$GD$KKR
$587M
122 positions
#5Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$USB$MCD$AXP$CSX$KO
$218M
69 positions
#6SWAN Capital LLCPassive
Some overlap · 5 shared positions
$USB$UNIT$SCHW$MCD$KKR
$272M
554 positions
#7HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$USB$MCD$AXP$ABT$SCHW$KO
$280M
107 positions
#8Pinnacle Financial Group, LLC / ILPassive
Some overlap · 6 shared positions
$UNIT$MCD$SCHW$KKR$WT$USB
$365M
111 positions
#9LMG Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$UNIT$USB$SCHW$MCD$CB
$549M
154 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$USB$SCHW$GD$ABT$KO
$1.4B
56 positions
#11CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$USB$MCD$SCHW$KO
$1.4B
80 positions
#12Gladwyn Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$USB$UNIT$GD$KO$MCD
$160M
82 positions
#13CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$USB$AXP$SCHW$KO
$180M
58 positions
#14Intrinsic Value Partners, LLCActive
Some overlap · 3 shared positions
$JOE$AXP$SCHW
$130M
69 positions
#15Partners in Financial PlanningActive
Some overlap · 4 shared positions
$USB$UNIT$SCHW$CSX
$603M
122 positions
#16WOLFF WIESE MAGANA LLCPassive
Some overlap · 6 shared positions
$AXP$SCHW$MCD$ABT$KO$CB
$181M
983 positions
#17Barry Investment Advisors, LLCActive
Some overlap · 5 shared positions
$USB$UNIT$ALPS$WT$KKR
$454M
99 positions
#18Pioneer Wealth Management GroupSmart money
Some overlap · 3 shared positions
$USB$UNIT$SCHW
$357M
50 positions
#19Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$USB$UNIT$SCHW
$163M
67 positions
#20Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$USB$UNIT$SCHW
$313M
119 positions
#21Sky Investment Group LLCPassive
Some overlap · 5 shared positions
$AXP$MCD$GD$ABT$KO
$583M
140 positions
#22ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$USB$AXP$MCD$ABT$KO
$123M
101 positions
#23Financial Freedom, LLCPassive
Some overlap · 4 shared positions
$USB$UNIT$MCD$SCHW
$201M
426 positions
#24Thomasville National Bank
Some overlap · 5 shared positions
$USB$AXP$GD$KO$MCD
$1.6B
235 positions
#25Miller Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$USB$MCD$AXP$CSX
$208M
262 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.