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 RCW ,

13F Portfolio OverlapQ1 2026RCW , portfolio →

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Most similar hedge funds by 13F overlap

RCW Management, LLC is an institutional investor managing $98M across 68 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 RCW , are Beacon ,, Wheelhouse Advisory Group, OF OKLAHOMA, with shared positions in $MAR, $HSY, $COP, $SCHW, $HUM, $KKR. The full ranking of 25 similar funds is below.

#1Beacon Capital Management, Inc.Active

Notable overlap · 4 shared positions

$MAR $HSY $COP $SCHW

$1.8B

57 positions

#2Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$MAR $HSY $HUM $KKR

$302M

51 positions

#3TRUST CO OF OKLAHOMAActive

Notable overlap · 3 shared positions

$MAR $HSY $COP

$343M

139 positions

#4Madden Advisory Services, Inc.Active

Notable overlap · 10 shared positions

$MAR $COP $IAU $HSY $HUM $WELL

$254M

108 positions

#5PGIM Custom Harvest LLCActive

Notable overlap · 5 shared positions

$MAR $HSY $SCHW $HUM $GLDM

$6.4B

276 positions

#6Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$MAR $GLDM $GMM

$153M

96 positions

#7Richmond Brothers, Inc.Smart money

Notable overlap · 3 shared positions

$MAR $HSY $SCHW

$150M

36 positions

#8AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$MAR $COP $HSY $SCHW

$445M

77 positions

#9Vermillion Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$MAR $KKR $HUM $GLDM $COP $SCHW

$255M

1,563 positions

#10Junk Investment Group, LLCPassive

Notable overlap · 4 shared positions

$MAR $KKR $HUM $HSY

$191M

88 positions

#11HARBOR INVESTMENT ADVISORY, LLCPassive

Notable overlap · 3 shared positions

$MAR $GLDM $SCHW

$1.3B

1,233 positions

#12Financial Freedom, LLCPassive

Notable overlap · 3 shared positions

$MAR $HSY $SCHW

$201M

426 positions

#13Compass Financial Group, INC/SDSmart money

Notable overlap · 4 shared positions

$MAR $HUM $KKR $HSY

$715M

105 positions

#14Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$MAR $IAU $GMM $RELX $SCHW

$589M

138 positions

#15John A. Wolfe & Associates, Inc.Active

Notable overlap · 3 shared positions

$MAR $KKR $HSY

$65M

42 positions

#16North Forty Two & Co.Passive

Notable overlap · 6 shared positions

$HSY $COP $MAR $IAU $CSX $CEF

$108M

97 positions

#17SWAN Capital LLCActive

Notable overlap · 4 shared positions

$MAR $KKR $HUM $SCHW

$272M

554 positions

#18Osbon Capital Management LLCPassive

Notable overlap · 3 shared positions

$MAR $SGOL $HUM

$123M

493 positions

#19Advantage Trust CoActive

Notable overlap · 5 shared positions

$MAR $HUM $IAU $SCHW $HSY

$223M

123 positions

#20PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 5 shared positions

$MAR $GLDM $HSY $GMM $SCHW

$338M

107 positions

#21Magnolia Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MAR $SCHW $COP $IAU

$172M

212 positions

#22WBH ADVISORY INCActive

Notable overlap · 5 shared positions

$MAR $COP $HSY $GLDM $GMM

$1.3B

350 positions

#23ARMSTRONG ADVISORY GROUP, INCActive

Notable overlap · 4 shared positions

$MAR $KKR $HUM $COP

$1.5B

958 positions

#24White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$MAR $COP $IAU $KKR $HUM $SCHW

$721M

145 positions

#25CVA Family Office, LLCPassive

Notable overlap · 4 shared positions

$MAR $KKR $HUM $COP

$950M

1,838 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.