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 RHL GROUP,

13F Portfolio OverlapQ1 2026RHL GROUP, portfolio →

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Most similar hedge funds by 13F overlap

RHL GROUP, LLC is an institutional investor managing $117M across 240 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 RHL GROUP, are Dedeker Financial, Entruity Wealth,, IAM Advisory,, with shared positions in $AGQ, $PLTR, $WDC, $BAH, $Q, $UNP. The full ranking of 25 similar funds is below.

#1Dedeker Financial LLCPassive

Substantial overlap · 3 shared positions

$AGQ $PLTR $WDC

$115M

50 positions

#2Entruity Wealth, LLCActive

Substantial overlap · 5 shared positions

$BAH $Q $UNP $DD $WFC

$147M

46 positions

#3IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$AGQ $AMN $SHW $PLTR $AMGN

$446M

95 positions

#4ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$AGQ $OXY $TT

$237M

89 positions

#5Dale Q Rice Investment Management LtdActive

Notable overlap · 4 shared positions

$AGQ $PLTR $BA $SHW

$132M

68 positions

#6Ridgepath Capital Management LLCActive

Notable overlap · 3 shared positions

$AGQ $SHW $DOV

$201M

51 positions

#7Capital Advantage, Inc.Active

Notable overlap · 3 shared positions

$BAH $AMGN $ETN

$765M

145 positions

#8Valtrion Capital Management, LLCActive

Notable overlap · 4 shared positions

$AGQ $SHW $PLTR $CRWD

$106M

93 positions

#9TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 5 shared positions

$AGQ $SHW $ABT $AMGN $UNP

$911M

918 positions

#10Larry Mathis Financial Planning, LLCPassive

Notable overlap · 3 shared positions

$AGQ $SHW $WFC

$112M

156 positions

#11Stack Financial Management, IncActive

Notable overlap · 3 shared positions

$AGQ $DTB $DOV

$1.4B

52 positions

#12ADE, LLCActive

Notable overlap · 3 shared positions

$BAH $DOV $AMGN

$209M

86 positions

#13Paragon Advisors, LLCActive

Notable overlap · 6 shared positions

$AGQ $BAH $PLTR $SHW $AMN $CRWD

$371M

76 positions

#14Philip James Wealth Mangement, LLCActive

Notable overlap · 3 shared positions

$OXY $DVN $AMGN

$870M

157 positions

#15McElhenny Sheffield Capital Management, LLCActive

Notable overlap · 3 shared positions

$AGQ $SHW $ABT

$403M

95 positions

#16Adams Asset Advisors, LLCActive

Notable overlap · 3 shared positions

$OXY $AMGN $WFC

$891M

88 positions

#17J. Derek Lewis & Associates Inc.Passive

Notable overlap · 4 shared positions

$BAH $PLTR $ABT $BA

$427M

206 positions

#18Westwood Wealth ManagementActive

Notable overlap · 4 shared positions

$AGQ $PLTR $SHW $UNP

$255M

42 positions

#19CERTIOR FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$BAH $PLTR $AMN $DOV

$157M

130 positions

#20National Wealth Management Group, LLCPassive

Notable overlap · 4 shared positions

$BAH $PLTR $WDC $AMGN

$269M

215 positions

#21Rubicon Advisors, GPPassive

Notable overlap · 3 shared positions

$BAH $AMN $PLTR

$115M

76 positions

#22Avant Capital LLCPassive

Notable overlap · 3 shared positions

$AGQ $PLTR $OXY

$142M

76 positions

#23Prosperity Financial Group, Inc.Passive

Notable overlap · 4 shared positions

$AGQ $PLTR $AMN $ETN

$271M

186 positions

#24Keystone Financial Services, LLCActive

Some overlap · 3 shared positions

$BAH $AGQ $UNP

$149M

58 positions

#25Gunderson Capital Management Inc.Passive

Some overlap · 4 shared positions

$PLTR $AGQ $DVN $ETN

$239M

46 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.