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Hedge Funds Similar to RM Financial Services,

13F Portfolio OverlapQ1 2026RM Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

RM Financial Services, LLC is an institutional investor managing $116M across 75 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 RM Financial Services, are McAlvany Wealth, Piedmont ,, NavPoint Financial,, with shared positions in $GLDM, $SLV, $COP, $KKR, $HUM, $IBM. The full ranking of 25 similar funds is below.

#1McAlvany Wealth Management LLCPassive
Notable overlap · 3 shared positions
$GLDM$SLV$COP
$149M
42 positions
#2Piedmont Capital Management, LLCActive
Notable overlap · 4 shared positions
$GLDM$KKR$HUM$IBM
$197M
50 positions
#3NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$GLDM$COP$IBM
$247M
71 positions
#4AIFG Consultants Ltd.
Notable overlap · 3 shared positions
$GLDM$ANET$SLV
$58M
54 positions
#5EVOKE WEALTH, LLCActive
Notable overlap · 3 shared positions
$GLDM$HUM$SLV
$5.6B
711 positions
#6American Investment Services, Inc.Active
Notable overlap · 3 shared positions
$GLDM$IBM$MAR
$448M
132 positions
#7CONTINUUM WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$GLDM$IBM$HUM
$241M
70 positions
#8Bravias Capital Group, LLCActive
Notable overlap · 4 shared positions
$SLV$GLDM$MAR$AMAT
$153M
96 positions
#9My Portfolio Guide, LLCActive
Notable overlap · 3 shared positions
$GLDM$COP$ANET
$181M
166 positions
#10SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Notable overlap · 4 shared positions
$SLV$COP$HUM$KKR
$154M
39 positions
#11Carolina Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLDM$IBM$TPR
$240M
278 positions
#12Employees' Retirement Fund of the City of Fort WorthActive
Notable overlap · 4 shared positions
$SLV$COP$KKR$HUM
$230M
21 positions
#13ENTREWEALTH, LLCPassive
Notable overlap · 3 shared positions
$GLDM$MAR$COP
$223M
104 positions
#14truNorth Financial Services, Inc.Active
Notable overlap · 4 shared positions
$SLV$COP$KKR$HUM
$97M
49 positions
#15Sugar Maple Asset Management, LLCPassive
Notable overlap · 3 shared positions
$SLV$HUM$BAH
$165M
84 positions
#16OakTrust Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$GLDM$HUM$BAH$IBM
$110M
68 positions
#17Ariadne Wealth Management, LPPassive
Notable overlap · 3 shared positions
$SLV$COP$ANET
$223M
248 positions
#18KRAEMATON INVESTMENT ADVISORS, INCPassive
Notable overlap · 5 shared positions
$GLDM$KKR$BA$MAR$QUBT
$123M
99 positions
#19Mission Creek Capital Partners, Inc.Passive
Notable overlap · 3 shared positions
$GLDM$ANET$AMAT
$501M
219 positions
#20GRANVILLE CAPITAL, INC.Active
Notable overlap · 3 shared positions
$SLV$HUM$GLDM
$191M
86 positions
#21DAGCO, INC.Passive
Notable overlap · 6 shared positions
$COP$KKR$MAR$HUM$ORLY$SLV
$461M
353 positions
#22Lynx Investment AdvisoryPassive
Notable overlap · 5 shared positions
$GLDM$KKR$HUM$COP$MAR
$209M
181 positions
#23Accretive Wealth Partners, LLCPassive
Notable overlap · 4 shared positions
$GLDM$KKR$HUM$COP
$356M
180 positions
#24RCW Management, LLCPassive
Notable overlap · 5 shared positions
$GLDM$MAR$COP$KKR$HUM
$98M
68 positions
#25ECLECTIC ASSOCIATES INC /ADVActive
Notable overlap · 3 shared positions
$SLV$HUM$BAH
$753M
159 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.