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Hedge Funds Similar to R.H. Investment Group,

13F Portfolio OverlapQ1 2026R.H. Investment Group, portfolio →
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Most similar hedge funds by 13F overlap

R.H. Investment Group, LLC is an institutional investor managing $130M across 45 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 R.H. Investment Group, are VAN STRUM & TOWNE, Stonebridge Advisors, R.H. Dinel Investment Counsel,, with shared positions in $COP, $AMGN, $ADP, $USB, $BRZE, $MCD. The full ranking of 25 similar funds is below.

#1VAN STRUM & TOWNE INC.Passive
Notable overlap · 5 shared positions
$COP$AMGN$ADP$USB$BRZE
$343M
111 positions
#2Stonebridge Capital Advisors LLCPassive
Notable overlap · 5 shared positions
$COP$USB$MCD$TRV$TMO
$1.4B
211 positions
#3R.H. Dinel Investment Counsel, Inc.Active
Notable overlap · 5 shared positions
$AMGN$TMO$ADP$EPD$VZ
$124M
40 positions
#4HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 6 shared positions
$PM$MCD$EPD$UNP$WFC$DEO
$243M
44 positions
#5Cascade Wealth Advisors, IncActive
Notable overlap · 4 shared positions
$COP$USB$TMO$SNOW
$228M
60 positions
#6Applied Capital LLC/FLActive
Notable overlap · 6 shared positions
$TRV$EPD$PM$WFC$UNH$USB
$212M
92 positions
#7Hamlin Capital Management, LLCActive
Notable overlap · 3 shared positions
$COP$EPD$PM
$4.1B
30 positions
#8HAMEL ASSOCIATES, INC.Passive
Notable overlap · 6 shared positions
$COP$AMGN$MCD$UNP$ADP$VZ
$351M
81 positions
#9CINCINNATI FINANCIAL CORPActive
Notable overlap · 7 shared positions
$PM$MCD$UNH$ADP$USB$TMO
$5.0B
55 positions
#10RIT CAPITAL PARTNERS PLCActive
Notable overlap · 3 shared positions
$TRV$USB$MCD
$374M
12 positions
#11SKBA CAPITAL MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$COP$WFC$UNP$DEO$AMGN$USB
$728M
79 positions
#12EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$USB$UNH$COP$UNP$WFC$AMGN
$1.4B
56 positions
#13SMITH CHAS P & ASSOCIATES PA CPASActive
Notable overlap · 6 shared positions
$MCD$AMGN$UNH$UNP$ADP$BRZE
$1.8B
176 positions
#14Hilton Capital Management, LLCActive
Notable overlap · 6 shared positions
$COP$USB$MCD$WFC$AMGN$SNOW
$1.3B
129 positions
#15Powers Advisory Group, LLCActive
Notable overlap · 8 shared positions
$COP$USB$MCD$EPD$PM$VZ
$284M
125 positions
#16North Forty Two & Co.Passive
Notable overlap · 6 shared positions
$COP$USB$UNP$AMGN$WFC$SNOW
$108M
97 positions
#17TAGStone Capital, Inc.Passive
Notable overlap · 5 shared positions
$COP$USB$UNP$AMGN$CTVA
$283M
137 positions
#18Dash Acquisitions Inc.Active
Notable overlap · 3 shared positions
$PM$TMO$ADP
$480M
68 positions
#19Smead Capital Management, Inc.Active
Notable overlap · 3 shared positions
$COP$AMGN$UNH
$4.6B
32 positions
#20CFC Planning Co LLCPassive
Notable overlap · 5 shared positions
$PM$COP$UNH$AMGN$VZ
$140M
72 positions
#21FAYEZ SAROFIM & COActive
Notable overlap · 5 shared positions
$PM$MCD$EPD$UNH$ADP
$39.1B
294 positions
#22EQUITY INVESTMENT CORPActive
Notable overlap · 6 shared positions
$USB$WFC$TRV$DEO$VZ$NFG
$5.1B
71 positions
#23DCM Advisors, LLCActive
Notable overlap · 6 shared positions
$WFC$PM$MCD$COP$USB$VZ
$220M
38 positions
#24Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$AMGN$MCD$USB$CLX
$184M
32 positions
#25First Long Island Investors, LLCActive
Notable overlap · 6 shared positions
$PM$AMGN$ADP$USB$MCD$UNH
$1.2B
70 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.