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Hedge Funds Similar to RH Tailwind ,

13F Portfolio OverlapQ1 2026RH Tailwind , portfolio →
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Most similar hedge funds by 13F overlap

RH Tailwind Management, LLC is an institutional investor managing $781M across 57 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 RH Tailwind , are Aragon Global ,, Telligent Fund,, Center for Wealth Advisory, with shared positions in $GEV, $VRT, $SHW, $HWM, $FDX, $LMT. The full ranking of 25 similar funds is below.

#1Aragon Global Management, LPActive
Notable overlap · 3 shared positions
$GEV$VRT$SHW
$143M
18 positions
#2Telligent Fund, LPActive
Notable overlap · 3 shared positions
$GEV$VRT$HWM
$94M
24 positions
#3Center for Wealth Management AdvisoryActive
Notable overlap · 4 shared positions
$SHW$FDX$LMT$COP
$139M
62 positions
#4Munro PartnersActive
Notable overlap · 3 shared positions
$GEV$HWM$VRT
$3.0B
59 positions
#5BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 3 shared positions
$GEV$VRT$SHW
$277M
114 positions
#6MARSICO CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$GEV$C$SHW
$3.4B
65 positions
#7Terra Nova Asset Management LLCPassive
Notable overlap · 4 shared positions
$GEV$HWM$VRT$VST
$135M
83 positions
#8BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$VRT$GEV$VST
$437M
115 positions
#9JOHNSTON ASSET MANAGEMENT CORPActive
Notable overlap · 3 shared positions
$HWM$VRT$C
$2.1B
73 positions
#10Schear Investment Advisers, LLCPassive
Notable overlap · 4 shared positions
$GEV$C$VRT$SHW
$227M
77 positions
#11HARTLINE INVESTMENT CORP/Active
Notable overlap · 4 shared positions
$VRT$GEV$C$VST
$909M
112 positions
#12Geneva Partners, LLCPassive
Notable overlap · 3 shared positions
$GEV$VRT$HWM
$208M
63 positions
#13Carmel Capital Management L.L.C.Active
Notable overlap · 3 shared positions
$C$VST$SHW
$349M
25 positions
#14Kingsman Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$HWM$GEV$C$VRT
$178M
70 positions
#15WESPAC Advisors SoCal, LLCPassive
Notable overlap · 4 shared positions
$SHW$GEV$C$VRT
$470M
119 positions
#16MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$C$LMT$RIO
$220M
148 positions
#17IAM Advisory, LLCActive
Some overlap · 6 shared positions
$SHW$LMT$GEV$VRT$VST$HWM
$446M
95 positions
#18David R. Rahn & Associates Inc.Passive
Some overlap · 3 shared positions
$SHW$FDX$GEV
$354M
122 positions
#19ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$GEV$VRT$VST
$1.9B
182 positions
#20FCF Advisors LLCPassive
Some overlap · 3 shared positions
$VRT$LMT$GEV
$444M
52 positions
#21Mason & Associates IncActive
Some overlap · 3 shared positions
$SHW$COP$VRT
$516M
160 positions
#22Guardian Capital, LLCPassive
Some overlap · 3 shared positions
$SHW$GEV$HWM
$105M
81 positions
#23Senator Investment Group LPActive
Some overlap · 4 shared positions
$VRT$C$VST$COP
$2.2B
59 positions
#24SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 3 shared positions
$C$VRT$GEV
$688M
180 positions
#25WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 3 shared positions
$VRT$VST$C
$210M
141 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.