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 RNC

13F Portfolio OverlapQ4 2025RNC portfolio →

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Most similar hedge funds by 13F overlap

RNC CAPITAL MANAGEMENT LLC is an institutional investor managing $2.2B across 173 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to RNC are MH & ASSOCIATES SECURITIES /ADV, Verity & Verity,, VANTAGE WEALTH, with shared positions in $ENB, $MO, $GILD, $PSX, $MDT, $BMY. The full ranking of 25 similar funds is below.

#1MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 6 shared positions

$ENB $MO $GILD $PSX $MDT $BMY

$115M

98 positions

#2Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$GILD $ENB $MO $LMT $PSX $MDT

$1.3B

138 positions

#3VANTAGE WEALTH

Notable overlap · 5 shared positions

$ENB $EMR $GLW $MDT $APD

$463M

30 positions

#4EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$CVS $T $CCZ $LMT $GILD $BMY

$1.4B

56 positions

#5CapWealth Advisors, LLCActive

Notable overlap · 5 shared positions

$GILD $T $GLW $CVS $UPS

$1.3B

118 positions

#6Kiltearn Partners LLPActive

Notable overlap · 6 shared positions

$CVS $GILD $MDT $CCZ $UPS $LKQ

$372M

25 positions

#7ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$ENB $EVRG $EMR $MDT $BMY $UPS

$639M

126 positions

#8Polaris Capital Management, LLCActive

Notable overlap · 5 shared positions

$CVS $GILD $MTB $COF $LKQ

$1.2B

84 positions

#9Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$T $PSX $LMT $UPS $EMR $MDT

$1.4B

52 positions

#10Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$GILD $MO $BMY $MDT $LMT $CCZ

$240M

278 positions

#11GODSEY & GIBB, INCPassive

Notable overlap · 5 shared positions

$T $GLW $MDT $MCHP $UPS

$1.1B

389 positions

#12BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$MO $GLW $LMT $MDT $EMR $BMY

$480M

133 positions

#13Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 5 shared positions

$GILD $PSX $LMT $ENB $CCZ

$105M

62 positions

#14BCWM, LLCPassive

Notable overlap · 5 shared positions

$SRE $MO $LMT $UPS $BMY

$353M

57 positions

#15Principal Street Partners, LLCPassive

Notable overlap · 7 shared positions

$LMT $GILD $T $BMY $MO $CVS

$613M

247 positions

#16OmniStar Financial Group, Inc.Passive

Notable overlap · 5 shared positions

$GILD $LMT $UPS $GLW $BMY

$193M

108 positions

#17CONTINENTAL ADVISORS LLCPassive

Notable overlap · 4 shared positions

$COF $GILD $NTRS $BMY

$196M

50 positions

#18CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 6 shared positions

$CVS $GLW $EMR $UPS $BMY $MDT

$1.4B

178 positions

#19Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 5 shared positions

$GLW $T $LMT $BMY $MDT

$302M

93 positions

#20MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Notable overlap · 5 shared positions

$GLW $MO $ENB $MTB $MDT

$176M

81 positions

#21PZENA INVESTMENT MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$CVS $COF $BMY $MDT $LKQ

$30.8B

158 positions

#22ANTIPODES PARTNERS LtdActive

Notable overlap · 4 shared positions

$COF $SRE $ENB $EVRG

$5.2B

126 positions

#23FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 4 shared positions

$ENB $EVRG $GLW $BMY

$180M

96 positions

#24Cullen Capital Management, LLCActive

Notable overlap · 5 shared positions

$MDT $CCZ $T $UPS $MO

$9.8B

213 positions

#25Brookmont Capital ManagementActive

Notable overlap · 6 shared positions

$GILD $CCZ $UPS $MCHP $SRE $EVRG

$179M

59 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.