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 Roan Partners

13F Portfolio OverlapQ1 2026Roan Partners portfolio →

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Most similar hedge funds by 13F overlap

Roan Capital Partners is an institutional investor managing $121M across 78 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 Roan Partners are Planning Advisors,, STAPP WEALTH , PLLC, Bravias Group,, with shared positions in $WT, $GLDM, $SE, $REGN, $GMM, $SLV. The full ranking of 25 similar funds is below.

#1Capital Planning Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $SE

$692M

146 positions

#2STAPP WEALTH MANAGEMENT, PLLCActive

Notable overlap · 3 shared positions

$WT $GLDM $REGN

$78M

30 positions

#3Bravias Capital Group, LLCActive

Notable overlap · 7 shared positions

$WT $GLDM $GMM $SLV $AGQ $REGN

$153M

96 positions

#4Encompass More Asset ManagementPassive

Notable overlap · 4 shared positions

$WT $GLDM $SLV $AGQ

$597M

251 positions

#5Avid Wealth Partners LLCActive

Notable overlap · 3 shared positions

$GLDM $WT $DDOG

$212M

71 positions

#6Key FInancial IncPassive

Notable overlap · 4 shared positions

$WT $SE $GMM $AGQ

$562M

1,394 positions

#7Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $DDOG

$150M

134 positions

#8Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $REGN

$220M

273 positions

#9OakTrust Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $WT $REGN

$110M

68 positions

#10Tidemark, LLCPassive

Notable overlap · 4 shared positions

$WT $GLDM $BMY $REGN

$393M

901 positions

#11Stonekeep Investments, LLCActive

Notable overlap · 3 shared positions

$WT $SE $DDOG

$154M

66 positions

#12WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$WT $SE $GMM $SLV

$508M

107 positions

#13BLUELINE ADVISORS LLCActive

Notable overlap · 3 shared positions

$WT $SE $MDY

$129M

217 positions

#14SYM FINANCIAL CorpActive

Notable overlap · 3 shared positions

$WT $SE $GMM

$1.0B

415 positions

#15AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 5 shared positions

$WT $SE $GMM $DDOG $REGN

$206M

97 positions

#16Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $SE $DHR

$90M

65 positions

#17CAPITAL WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$WT $GMM $SLV

$370M

34 positions

#18Melone Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $GMM $AGQ

$245M

60 positions

#19Evernest Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLDM $WT $DHR

$481M

180 positions

#20AIFG Consultants Ltd.

Notable overlap · 3 shared positions

$GLDM $WT $SLV

$58M

54 positions

#21Henderson Brothers Financial Partners, LLCActive

Notable overlap · 4 shared positions

$GLDM $SE $WT $MDY

$395M

105 positions

#22SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $GMM $WT

$676M

137 positions

#23ORBA Wealth Advisors, L.L.C.Passive

Notable overlap · 4 shared positions

$WT $GMM $MDY $RL

$84M

65 positions

#24WADDELL & ASSOCIATES, LLCActive

Notable overlap · 3 shared positions

$WT $MDY $BMY

$1.8B

451 positions

#25SENTINEL WEALTH MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$WT $MDY $SE $DHR

$125M

39 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.