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Hedge Funds Similar to Rareview

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

Rareview Capital LLC is an institutional investor managing $171M across 52 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 Rareview are ROBINSON ,, RIVERNORTH ,, MELFA WEALTH ,, with shared positions in $MHD, $MQY, $MYI, $MMU, $NBH, $EIM. The full ranking of 21 similar funds is below.

#1ROBINSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 10 shared positions
$MHD$MQY$MYI$MMU$NBH$EIM
$239M
109 positions
#2RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 12 shared positions
$MHD$MQY$MYI$HYT$PDX$MUC
$2.0B
542 positions
#3MELFA WEALTH MANAGEMENT, INC.Passive
Notable overlap · 10 shared positions
$MYI$MHD$MQY$NBH$MUC$EIM
$174M
195 positions
#4Karpus Management, Inc.Passive
Notable overlap · 7 shared positions
$MHD$MYI$MUC$MQY$EIM$BKT
$3.2B
231 positions
#5Professional Financial Management, Inc.Active
Notable overlap · 4 shared positions
$MHD$MYI$NBH$PCQ
$96M
23 positions
#6Shaker Financial Services, LLCPassive
Some overlap · 7 shared positions
$KIO$ERC$DLY$PTA$BWG$DSL
$287M
145 positions
#7Noble Wealth Management PBCPassive
Some overlap · 6 shared positions
$RA$DLY$FPF$BBN$MHD$NBH
$223M
778 positions
#8Atala Financial IncPassive
Some overlap · 3 shared positions
$MHD$MUC$NBH
$149M
117 positions
#9Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 3 shared positions
$RA$PDX$LDP
$294M
115 positions
#10Logan Stone Capital, LLCActive
Some overlap · 5 shared positions
$DLY$PTA$KIO$AFB$PCQ
$360M
133 positions
#11ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 6 shared positions
$EMD$RA$MMU$BTZ$MHD$EAD
$156M
77 positions
#12CITY OF LONDON INVESTMENT MANAGEMENT CO LTDActive
Some overlap · 8 shared positions
$PDX$MQY$MYI$MHD$RA$AFB
$1.4B
94 positions
#13Hennion & Walsh Asset Management, Inc.Passive
Some overlap · 3 shared positions
$MQY$MHD$EIM
$3.0B
928 positions
#14Ramiah Investment GroupSmart money
Some overlap · 6 shared positions
$HYT$BKT$BIT$DSL$BHK$AFRM
$99M
32 positions
#15Oder Investment Management, LLCPassive
Slight overlap · 4 shared positions
$LDP$BBN$NAC$BHK
$130M
102 positions
#16Whipplewood Advisors, LLCPassive
Slight overlap · 3 shared positions
$MSD$HYT$VKQ
$193M
1,065 positions
#17Gridiron Partners, LLCSmart money
Slight overlap · 7 shared positions
$BBN$DLY$FAX$FPF$RA$DSL
$164M
47 positions
#18INTEGRATED CAPITAL MANAGEMENT, INC.Active
Slight overlap · 4 shared positions
$BBN$MMU$MHD$NBH
$150M
56 positions
#19Pettinga Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$MQY$DLY$PTA
$531M
147 positions
#20Ackerman Capital Advisors, LLCActive
Slight overlap · 5 shared positions
$MHD$MQY$NBH$MYI$PCQ
$488M
115 positions
#21Compass Financial Group, INC/SDActive
Slight overlap · 3 shared positions
$MHD$MQY$MMU
$715M
105 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.