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Hedge Funds Similar to ROMAN BUTLER FULLERTON &

13F Portfolio OverlapQ1 2026ROMAN BUTLER FULLERTON & portfolio →
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Most similar hedge funds by 13F overlap

ROMAN BUTLER FULLERTON & CO is an institutional investor managing $364M across 267 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 ROMAN BUTLER FULLERTON & are CHATHAM GROUP,, Vigilare Wealth, Allred ,, with shared positions in $HUM, $AGQ, $GEV, $GE, $POWL, $VLO. The full ranking of 25 similar funds is below.

#1CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 5 shared positions
$HUM$AGQ$GEV$GE$POWL
$689M
198 positions
#2Vigilare Wealth ManagementActive
Some overlap · 5 shared positions
$HUM$AGQ$GEV$GE$VLO
$296M
109 positions
#3Allred Capital Management, LLCPassive
Some overlap · 4 shared positions
$HUM$AGQ$GEV$GE
$275M
155 positions
#4Mendel Capital Management LLCPassive
Some overlap · 3 shared positions
$HUM$AGQ$PH
$199M
97 positions
#5Marble Wealth, LLCPassive
Some overlap · 4 shared positions
$HUM$GE$AGQ$GEV
$571M
222 positions
#6Innova Wealth PartnersPassive
Some overlap · 3 shared positions
$HUM$AGQ$MSTR
$211M
166 positions
#7Sherman Wealth Management LLCPassive
Some overlap · 4 shared positions
$HUM$AGQ$GE$GEV
$116M
80 positions
#8Landmark Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AGQ$HUM$GEV$GE
$373M
148 positions
#9Northwest Financial AdvisorsPassive
Some overlap · 4 shared positions
$AGQ$HUM$GE$GEV
$52M
66 positions
#10Gerald Baker Financial Group LLCPassive
Some overlap · 3 shared positions
$HUM$AGQ$DHR
$253M
107 positions
#11M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HUM$GEV$VLO$PH
$130M
35 positions
#12J2 Capital Management IncActive
Some overlap · 4 shared positions
$AGQ$HUM$MSTR$POWL
$146M
116 positions
#13MJP ASSOCIATES INC /ADVPassive
Some overlap · 3 shared positions
$HUM$AGQ$GE
$824M
231 positions
#14ORSER CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$HUM$GE$CRS$DHR
$153M
46 positions
#15Arlington Trust Co LLCActive
Some overlap · 3 shared positions
$HUM$AGQ$DHR
$1.1B
844 positions
#16October Effect LtdPassive
Some overlap · 4 shared positions
$AGQ$GEV$GE$HII
$87M
64 positions
#17Tempus Wealth Planning, LLCPassive
Some overlap · 4 shared positions
$HUM$GEV$GE$AGQ
$435M
270 positions
#18Longbow Finance SAPassive
Some overlap · 5 shared positions
$GEV$GE$HWM$PH$VLO
$552M
55 positions
#19QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AGQ$GEV$GE$DHR
$857M
122 positions
#20TPG Advisors LLCPassive
Some overlap · 3 shared positions
$HUM$EOI$DHR
$160M
109 positions
#21Seven Springs Wealth Group, LLCActive
Some overlap · 3 shared positions
$HUM$CI$GE
$432M
81 positions
#22Kingdom Financial Group LLC.Active
Some overlap · 3 shared positions
$HUM$AGQ$GE
$349M
864 positions
#23Lloyd Advisory Services, LLC.Active
Some overlap · 3 shared positions
$HUM$AGQ$GE
$349M
864 positions
#24MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 3 shared positions
$HUM$GEV$VLO
$314M
163 positions
#25Stack Financial Management, IncActive
Some overlap · 3 shared positions
$AGQ$CI$DHR
$1.4B
52 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.