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Hedge Funds Similar to Roehl & Yi Investment Advisors,

13F Portfolio OverlapQ1 2026Roehl & Yi Investment Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Roehl & Yi Investment Advisors, LLC is an institutional investor managing $266M 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 Roehl & Yi Investment Advisors, are Timber Creek, S&T BANK/PA, Purkiss Advisors, with shared positions in $IAU, $FLEX, $TTE, $ASML, $UL, $WDC. The full ranking of 25 similar funds is below.

#1Timber Creek Capital Management LLCPassive
Notable overlap · 5 shared positions
$IAU$FLEX$TTE$ASML$UL
$412M
78 positions
#2S&T BANK/PAPassive
Some overlap · 4 shared positions
$FLEX$WDC$SNDK$BRZE
$268M
411 positions
#3Purkiss Capital Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$FLEX$PSX
$227M
168 positions
#4TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$BRZE
$871M
173 positions
#5Braeburn Wealth Management LLCActive
Some overlap · 3 shared positions
$IAU$WDC$UNP
$175M
85 positions
#6Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$AMGN$TTE$ASML$UNP
$701M
261 positions
#7West Family Investments, Inc.Passive
Some overlap · 3 shared positions
$IAU$DOV$ASML
$285M
259 positions
#8Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$BRZE$UNP
$135M
89 positions
#9Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$DOV$BRZE
$153M
73 positions
#10Pacific Asset Management, LLCActive
Some overlap · 3 shared positions
$IAU$BRZE$SBUX
$179M
70 positions
#11Vernal Point Advisors, LLCSmart money
Some overlap · 3 shared positions
$IAU$DOV$BRZE
$246M
21 positions
#12Exit Wealth Advisors, LLC.Active
Some overlap · 3 shared positions
$IAU$BRZE$WDC
$195M
131 positions
#13Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$FLEX$AMGN
$477M
70 positions
#14Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$IAU$DOV$BRZE
$578M
118 positions
#15CADINHA & CO LLCActive
Some overlap · 3 shared positions
$IAU$UNP$AMGN
$537M
103 positions
#16MBA Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$AMGN
$260M
146 positions
#17REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$CME$UNP
$697M
218 positions
#18Alight Capital Management LPPassive
Some overlap · 4 shared positions
$FLEX$SNDK$WDC$ASML
$417M
64 positions
#19Kaydan Wealth Management, Inc.Active
Some overlap · 3 shared positions
$IAU$BRZE$AMGN
$299M
109 positions
#20Three Bridge Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$IAU$DOV$UL$ASML$SBUX
$364M
86 positions
#21Clear Harbor Asset Management, LLCPassive
Some overlap · 4 shared positions
$FLEX$IAU$CME$DOV
$1.4B
450 positions
#22Seneschal Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$SBUX$AMGN
$135M
594 positions
#23Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$UNP$AMGN
$106M
79 positions
#24Barry Investment Advisors, LLCActive
Some overlap · 5 shared positions
$FLEX$DOV$TTE$PSX$AMGN
$454M
99 positions
#25Navalign, LLCPassive
Some overlap · 4 shared positions
$FLEX$AMGN$PSX$UNP
$396M
127 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.