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 Rubicon Advisors, GP

13F Portfolio OverlapQ1 2026Rubicon Advisors, GP portfolio →

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Most similar hedge funds by 13F overlap

Rubicon Advisors, GP is an institutional investor managing $115M across 76 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 Rubicon Advisors, GP are WMG Financial Advisors,, Unison Advisors, Nvest Wealth Strategies,, with shared positions in $AMN, $SHOP, $WT, $MAR, $REGN, $PLTR. The full ranking of 25 similar funds is below.

#1WMG Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $SHOP $WT $MAR

$240M

100 positions

#2Unison Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $WT $REGN

$1.3B

175 positions

#3Nvest Wealth Strategies, Inc.Active

Notable overlap · 4 shared positions

$AMN $WT $PLTR $SHOP

$143M

395 positions

#4ATLas Financial Planning LLCActive

Notable overlap · 3 shared positions

$AMN $WT $MAR

$112M

69 positions

#5Midwest Heritage Bank, FSBActive

Notable overlap · 3 shared positions

$AMN $BAH $MO

$312M

51 positions

#6EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 3 shared positions

$AMN $WT $ROK

$228M

114 positions

#7SFG Wealth Management, LLC.Active

Notable overlap · 3 shared positions

$AMN $WT $SLV

$243M

100 positions

#8ENZI WEALTHActive

Notable overlap · 3 shared positions

$AMN $PLTR $MO

$288M

71 positions

#9Trace Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $MO $PLTR $WT

$133M

66 positions

#10Private Wealth Management Group, LLCPassive

Notable overlap · 3 shared positions

$AMN $PLTR $MAR

$381M

1,426 positions

#11OakTrust Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$BAH $REGN $WT $AMN

$110M

68 positions

#12National Wealth Management Group, LLCPassive

Notable overlap · 6 shared positions

$BAH $WT $REGN $PLTR $MAR $SLV

$269M

215 positions

#13Torren Management, LLCActive

Notable overlap · 3 shared positions

$AMN $WT $PLTR

$201M

983 positions

#14Highland Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $MO $MAR

$379M

67 positions

#15HMV Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $PLTR $REGN

$213M

81 positions

#16FINANCIAL MANAGEMENT NETWORK INCPassive

Notable overlap · 3 shared positions

$AMN $REGN $WT

$653M

191 positions

#17Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$AMN $MAR $MO

$302M

51 positions

#18Bucket List Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $SLV $WT

$166M

57 positions

#19Fonville Wealth Management LLCPassive

Notable overlap · 3 shared positions

$AMN $PLTR $MAR

$525M

138 positions

#20CERTIOR FINANCIAL GROUP, LLCPassive

Notable overlap · 5 shared positions

$BAH $AMN $PLTR $ED $MAR

$157M

130 positions

#21SATOVSKY ASSET MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$AMN $MAR $ED

$566M

73 positions

#22Truepoint, Inc.Active

Notable overlap · 3 shared positions

$AMN $MAR $SLV

$4.5B

148 positions

#23Swisher Financial Concepts, Inc.Passive

Notable overlap · 4 shared positions

$BAH $REGN $MO $SLV

$179M

102 positions

#24Financial Partners Group, IncPassive

Notable overlap · 3 shared positions

$AMN $REGN $WT

$836M

227 positions

#25STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive

Notable overlap · 4 shared positions

$BAH $AMN $WT $ROK

$128M

62 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.