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Hedge Funds Similar to Rareview

13F Portfolio OverlapQ2 2026Rareview portfolio →
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Most similar hedge funds by 13F overlap

Rareview Capital LLC is an institutional investor managing $179M across 51 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 Rareview are ROBINSON, RIVERNORTH, MELFA WEALTH, with shared positions in $MHD, $MQY, $MYI, $EIM, $NBH, $MMU. The full ranking of 25 similar funds is below.

#1ROBINSON CAPITAL MANAGEMENT, LLCActive
Substantial overlap · 13 shared positions
$MHD$MQY$MYI$EIM$NBH$MMU
$226M
100 positions
#2RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Substantial overlap · 13 shared positions
$MHD$MQY$MYI$HYT$PML$PDX
$2.1B
585 positions
#3MELFA WEALTH MANAGEMENT, INC.Passive
Notable overlap · 10 shared positions
$MHD$MYI$MQY$NBH$EIM$MUC
$185M
196 positions
#4Karpus Management, Inc.Passive
Notable overlap · 8 shared positions
$MHD$MYI$AFB$MQY$MUC$EIM
$3.5B
233 positions
#5INTEGRATED CAPITAL MANAGEMENT, INC.Active
Notable overlap · 7 shared positions
$MHD$MMU$NBH$DHY$PML$BBN
$139M
66 positions
#6Professional Financial Management, Inc.Active
Notable overlap · 4 shared positions
$MHD$MYI$NBH$PCQ
$98M
22 positions
#7ACCREDITED INVESTOR SERVICES, LLCSmart money
Notable overlap · 6 shared positions
$RA$MMU$MHD$BTZ$HIO$AFB
$179M
84 positions
#8Noble Wealth Management PBCPassive
Some overlap · 8 shared positions
$RA$DLY$FPF$TSI$BBN$PDX
$223M
786 positions
#9SIT INVESTMENT ASSOCIATES INCPassive
Some overlap · 8 shared positions
$TSI$BTZ$BIT$BBN$RA$HYT
$5.3B
521 positions
#10Gridiron Partners, LLCSmart money
Some overlap · 8 shared positions
$DSL$PML$FPF$DLY$FAX$BBN
$199M
52 positions
#11Whipplewood Advisors, LLCPassive
Some overlap · 5 shared positions
$HYT$TSI$PML$MSD$MMD
$148M
200 positions
#12Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$MMU$MHD$MYI$BBN
$204M
67 positions
#13Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 4 shared positions
$PDX$RA$LDP$BTZ
$326M
129 positions
#14Atala Financial IncPassive
Some overlap · 3 shared positions
$MHD$MUC$NBH
$172M
121 positions
#15Ackerman Capital Advisors, LLCActive
Some overlap · 6 shared positions
$MMU$MHD$NBH$MYI$MMD$PCQ
$497M
120 positions
#16Compass Financial Group, INC/SDSmart money
Some overlap · 3 shared positions
$MHD$MQY$MMU
$922M
120 positions
#17Shaker Financial Services, LLCPassive
Some overlap · 4 shared positions
$DSL$BWG$ERC$MSD
$303M
144 positions
#181607 Capital Partners, LLCActive
Some overlap · 4 shared positions
$MMU$NBH$TSI$HYT
$1.1B
141 positions
#19Oder Investment Management, LLCPassive
Some overlap · 4 shared positions
$LDP$MUC$NAC$BHK
$149M
113 positions
#20Worthington Financial Partners, LLCPassive
Some overlap · 3 shared positions
$NBH$PML$MMD
$118M
98 positions
#21Pettinga Financial Advisors LLCActive
Some overlap · 4 shared positions
$DLY$MQY$PTA$MHD
$606M
158 positions
#22Hennion & Walsh Asset Management, Inc.Passive
Some overlap · 3 shared positions
$MQY$MHD$PML
$3.4B
969 positions
#23CITY OF LONDON INVESTMENT MANAGEMENT CO LTDActive
Some overlap · 10 shared positions
$MQY$MYI$PDX$MHD$AFB$MUC
$1.7B
80 positions
#24Ramiah Investment GroupActive
Some overlap · 4 shared positions
$DSL$HYT$BIT$BHK
$130M
76 positions
#25CURA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$MQY$EIM$NBH
$234M
140 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.