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Hedge Funds Similar to R.H. Investment Group

13F Portfolio OverlapQ2 2026R.H. Investment Group portfolio →
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Most similar hedge funds by 13F overlap

R.H. Investment Group, LLC is an institutional investor managing $133M across 47 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to R.H. Investment Group are Holland Advisory Services, Aurdan, R.H. Dinel Investment Counsel, with shared positions in $PM, $MCD, $AMGN, $TRV, $ADP, $USB. The full ranking of 25 similar funds is below.

#1Holland Advisory Services, Inc.Active
Notable overlap · 4 shared positions
$PM$MCD$AMGN$TRV
$91M
49 positions
#2Aurdan Capital Management, LLCActive
Notable overlap · 4 shared positions
$PM$AMGN$ADP$USB
$394M
99 positions
#3R.H. Dinel Investment Counsel, Inc.Active
Notable overlap · 5 shared positions
$AMGN$TMO$ADP$EPD$VZ
$130M
40 positions
#4FinArc Investments, Inc.Active
Notable overlap · 3 shared positions
$TRV$AMGN$TMO
$110M
43 positions
#5Dash Acquisitions Inc.Active
Notable overlap · 3 shared positions
$PM$TMO$ADP
$494M
72 positions
#6HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 7 shared positions
$PM$MCD$EPD$UNP$WFC$DEO
$252M
43 positions
#7MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 6 shared positions
$USB$AMGN$WFC$TMO$ADP$PEP
$1.2B
106 positions
#8InvesTrustPassive
Notable overlap · 7 shared positions
$MCD$PM$WFC$ADP$USB$VZ
$260M
95 positions
#9HAMEL ASSOCIATES, INC.Passive
Notable overlap · 7 shared positions
$COP$AMGN$UNP$MCD$ADP$VZ
$363M
92 positions
#10Integras Partners LLCPassive
Notable overlap · 5 shared positions
$USB$AMGN$MCD$CRWD$SO
$181M
100 positions
#11Paradigm Capital Management, LLC/NVActive
Notable overlap · 6 shared positions
$USB$WFC$AMGN$PM$MCD$VZ
$116M
65 positions
#12DMKC Advisory Services, LLCActive
Notable overlap · 5 shared positions
$USB$WFC$DEO$ADP$PEP
$530M
92 positions
#13SKBA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$COP$WFC$DEO$UNP$USB$AMGN
$606M
79 positions
#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$WFC$PM$MCD$UNP$VZ$PEP
$233M
122 positions
#15S.E.E.D. Planning Group LLCPassive
Notable overlap · 4 shared positions
$TMO$ADP$USB$PEP
$379M
88 positions
#16Exeter Financial, LLCPassive
Notable overlap · 8 shared positions
$MCD$AMGN$USB$TRV$ADP$COP
$261M
101 positions
#17Steigerwald, Gordon & Koch Inc.Passive
Notable overlap · 4 shared positions
$TRV$WFC$AMGN$ADP
$1.0B
765 positions
#18Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 5 shared positions
$AMGN$PM$MCD$VZ$PEP
$513M
70 positions
#19Carlson Capital, L.P.Passive
Notable overlap · 3 shared positions
$WFC$MCD$PM
$494M
74 positions
#20Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$AMGN$USB$MCD$PEP
$214M
33 positions
#21Hamlin Capital Management, LLCActive
Notable overlap · 3 shared positions
$EPD$COP$PM
$4.4B
30 positions
#22EQUITY INVESTMENT CORPActive
Notable overlap · 6 shared positions
$USB$WFC$TRV$DEO$VZ$NFG
$5.2B
76 positions
#23COTTONWOOD CAPITAL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$UNP$MCD$WFC$PM$PEP
$166M
88 positions
#24First PREMIER BankPassive
Notable overlap · 7 shared positions
$UNP$MCD$USB$AMGN$ADP$PEP
$619M
358 positions
#25NEW ENGLAND ASSET MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$WFC$USB$ADP$AMGN$VZ
$863M
131 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.