How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to RAHLFS ,

13F Portfolio OverlapQ1 2026RAHLFS , portfolio →

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Most similar hedge funds by 13F overlap

RAHLFS CAPITAL, LLC is an institutional investor managing $136M across 86 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 RAHLFS , are Beacon Harbor Wealth Advisors,, EDGAR LOMAX /VA, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $JHG, $VZ, $NEM, $TXN, $EBAY, $PM. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 8 shared positions

$JHG $VZ $NEM $TXN $EBAY $PM

$477M

70 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$USB $SO $DUK $MDLZ $TXN $BMY

$1.4B

56 positions

#3FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$MCD $USB $DUK $SO $VZ $TXN

$1.5B

235 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$SO $VZ $MCD $DUK $TXN $PM

$220M

148 positions

#5Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$MCD $VZ $MDLZ $SO $DUK $BMY

$199M

40 positions

#6Welch Group, LLCPassive

Notable overlap · 6 shared positions

$MCD $SO $VZ $TXN $PFE $AMD

$2.7B

310 positions

#7ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$VZ $DUK $MCD $SO $TXN $BMY

$639M

126 positions

#8CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$USB $VZ $MCD $MDLZ $PFE

$1.4B

80 positions

#9Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$VZ $USB $DUK $MDLZ $EOG $PFE

$139M

62 positions

#10BCWM, LLCPassive

Notable overlap · 6 shared positions

$USB $VZ $DUK $AMD $BMY $PFE

$353M

57 positions

#111834 INVESTMENT ADVISORS COPassive

Notable overlap · 6 shared positions

$USB $APA $VZ $BMY $PFE $TXN

$801M

206 positions

#12Keystone Financial Planning, Inc.Smart money

Notable overlap · 6 shared positions

$USB $VZ $PM $BMY $PFE $MCD

$374M

40 positions

#13FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 6 shared positions

$VZ $NEM $INTC $APA $BMY $PFE

$889M

55 positions

#14Exeter Financial, LLCPassive

Notable overlap · 5 shared positions

$MCD $VZ $TXN $USB $RELX

$245M

98 positions

#15LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$MCD $SO $DUK $MDLZ $VZ

$970M

154 positions

#16VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$MCD $SO $VZ $DUK

$187M

55 positions

#17Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$USB $MCD $DUK $EOG

$184M

32 positions

#18CAPITAL & PLANNING, LLCActive

Notable overlap · 5 shared positions

$MCD $SO $TXN $DUK $INTC

$165M

172 positions

#19HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 4 shared positions

$USB $JHG $MCD $DUK

$280M

107 positions

#20Drum Hill Capital, LLCActive

Notable overlap · 5 shared positions

$USB $VZ $NEM $PM $TXN

$109M

46 positions

#21Nan Shan Life Insurance Co., Ltd.Active

Notable overlap · 6 shared positions

$VZ $USB $NEM $BMY $PFE $TXN

$2.8B

87 positions

#22Revisor Wealth Management LLCPassive

Some overlap · 5 shared positions

$USB $MCD $PM $SLV $JHG

$362M

327 positions

#23Kentucky Trust CoPassive

Some overlap · 4 shared positions

$USB $SO $DUK $PFE

$191M

311 positions

#24Stonebridge Capital Advisors LLCPassive

Some overlap · 4 shared positions

$USB $MCD $AMD $DUK

$1.4B

211 positions

#25OneAscent Wealth Management LLCActive

Some overlap · 3 shared positions

$USB $SO $JHG

$302M

157 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.