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Hedge Funds Similar to RFG - Bristol Wealth Advisors,

13F Portfolio OverlapQ1 2026RFG - Bristol Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

RFG - Bristol Wealth Advisors, LLC is an institutional investor managing $371M across 180 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 RFG - Bristol Wealth Advisors, are Signet Investment Advisory Group,, DOVER ADVISORS,, Michael Brady & ,, with shared positions in $KO, $ETN, $AXP, $IAU, $HON, $PH. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$KO$ETN$AXP$IAU$HON
$218M
69 positions
#2DOVER ADVISORS, LLCPassive
Some overlap · 5 shared positions
$KO$ETN$AXP$PH$HON
$242M
159 positions
#3Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$ETN$AXP$TT$PH$HON$TJX
$100M
54 positions
#4Van Hulzen Asset Management, LLCPassive
Some overlap · 6 shared positions
$ETN$KO$IAU$SHEL$TT$TJX
$1.3B
361 positions
#5FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$KO$ETN$IAU$LIN$TJX
$1.2B
150 positions
#6MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$KO$ETN$HON$PCAR
$1.2B
81 positions
#7Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$KO$ETN$HON$LIN$TJX
$336M
46 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$KO$AXP$HON$LIN$TJX
$446M
104 positions
#9CONNORS INVESTOR SERVICES INCActive
Some overlap · 6 shared positions
$ETN$KO$SCHW$LIN$WELL$TJX
$1.1B
149 positions
#10Alphinity Investment Management Pty LtdActive
Some overlap · 4 shared positions
$KO$AXP$PH$WELL
$5.7B
29 positions
#11STANSBERRY ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$KO$AXP$SHEL$TRV
$973M
141 positions
#12Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 4 shared positions
$KO$ETN$SCHW$LIN
$495M
128 positions
#13Parrish Capital LLCPassive
Some overlap · 5 shared positions
$ETN$AXP$BP$SHEL$SCHW
$112M
86 positions
#14BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$KO$SHEL$HON$TJX
$199M
110 positions
#15WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$KO$ETN$IAU$WELL
$470M
119 positions
#16Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$KO$ETN$AME
$5.8B
143 positions
#17BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$ETN$AXP$PH$HON$LIN
$326M
390 positions
#18Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 4 shared positions
$KO$TT$LIN$TJX
$1.5B
171 positions
#19Northern Financial Advisors IncPassive
Some overlap · 5 shared positions
$KO$AXP$ETN$HON$TRV
$137M
105 positions
#20Rice Partnership, LLCActive
Some overlap · 6 shared positions
$AXP$KO$ETN$LIN$WELL$TJX
$732M
178 positions
#21CAPITAL CITY TRUST CO/FLActive
Some overlap · 4 shared positions
$KO$ETN$TJX$TRV
$437M
114 positions
#22DUPONT CAPITAL MANAGEMENT CORPPassive
Some overlap · 5 shared positions
$KO$ETN$PH$TJX$AME
$879M
101 positions
#23BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$ETN$AXP$PH$SCHW$WELL
$4.1B
151 positions
#24Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$ETN$AXP$IAU$TJX$CMI
$649M
186 positions
#25Drexel Morgan & Co.Active
Some overlap · 3 shared positions
$KO$AXP$SHEL
$682M
60 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.