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Hedge Funds Similar to RoundAngle Advisors

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

RoundAngle Advisors LLC is an institutional investor managing $134M across 60 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 RoundAngle Advisors are O'Domhnaill Enterprises,, Richard C. Young & , LTD., Lauer Wealth,, with shared positions in $SLV, $UPST, $WMB, $MO, $IBM, $VZ. The full ranking of 25 similar funds is below.

#1O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 6 shared positions
$SLV$UPST$WMB$MO$IBM$VZ
$124M
55 positions
#2Richard C. Young & CO., LTD.Active
Notable overlap · 5 shared positions
$SLV$WMB$MO$IBM$VZ
$1.2B
93 positions
#3Lauer Wealth, LLCActive
Notable overlap · 10 shared positions
$UPST$USB$IBIT$PLTR$COP$WT
$126M
67 positions
#4O'ROURKE & COMPANY, IncPassive
Notable overlap · 8 shared positions
$AGQ$USB$UNIT$IBM$SLV$VZ
$253M
171 positions
#5Discipline Wealth Solutions, LLCActive
Notable overlap · 7 shared positions
$UPST$AGQ$UNIT$WT$SLV$COP
$950M
192 positions
#6MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 4 shared positions
$AGQ$USB$SLV$WT
$147M
52 positions
#7ABBINGTON INVESTMENT GROUPActive
Notable overlap · 4 shared positions
$AGQ$SLV$USB$WMB
$172M
51 positions
#8Forest Hill Capital, LLCActive
Notable overlap · 4 shared positions
$SLV$USB$UNIT$DLR
$152M
19 positions
#9Broussard Financial Group LLCActive
Notable overlap · 5 shared positions
$SLV$UPST$IBIT$USB$WT
$125M
29 positions
#10REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$AGQ$USB$WMB$UNIT$WT
$697M
218 positions
#11Grand Central Investment GroupActive
Notable overlap · 4 shared positions
$SLV$USB$COP$IBIT
$135M
44 positions
#12Hedges Asset Management LLC
Notable overlap · 4 shared positions
$AGQ$USB$VZ$IBM
$142M
108 positions
#13RIA Advisory Group LLCPassive
Notable overlap · 5 shared positions
$SLV$USB$AGQ$IBIT$PLTR
$421M
145 positions
#14FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$USB$IBM$MO$VZ$WMB
$1.5B
235 positions
#151834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$UPST$USB$VZ$MO$COP
$801M
206 positions
#16MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 4 shared positions
$SLV$USB$WT$IBM
$1.3B
143 positions
#17ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 5 shared positions
$SLV$UNIT$WT$PLTR$SNOW
$753M
159 positions
#18Cypress Capital, LLCActive
Some overlap · 5 shared positions
$AGQ$UPST$IBM$WT$COP
$351M
95 positions
#19Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$UPST$USB$VZ$DLR$IBM
$638M
158 positions
#20NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Some overlap · 4 shared positions
$SLV$USB$VZ$CB
$149M
55 positions
#21SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 3 shared positions
$SLV$USB$COP
$154M
39 positions
#22BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$USB$IBM$VZ$CB$COP$WT
$199M
110 positions
#23AXS Investments LLCActive
Some overlap · 6 shared positions
$AGQ$IBM$UPST$PLTR$COP$WT
$248M
189 positions
#24Sagace Wealth Management LLCPassive
Some overlap · 8 shared positions
$USB$DLR$UNIT$IBIT$COP$IBM
$149M
70 positions
#25OxenFree Capital LLCActive
Some overlap · 3 shared positions
$SLV$USB$WT
$206M
56 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.