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 RAHLFS

13F Portfolio OverlapQ2 2026RAHLFS portfolio →

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Most similar hedge funds by 13F overlap

RAHLFS CAPITAL, LLC is an institutional investor managing $136M across 86 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 RAHLFS are Coston, McIsaac & Partners, OLD REPUBLIC INTERNATIONAL, MORGAN DEMPSEY, with shared positions in $TXN, $SO, $MCD, $VZ, $PEP, $PM. The full ranking of 25 similar funds is below.

#1Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$TXN $SO $MCD $VZ $PEP $PM

$497M

948 positions

#2OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 8 shared positions

$TXN $SO $MCD $DUK $PEP $BMY

$2.7B

54 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$SO $MCD $VZ $TXN $DUK $PEP

$233M

122 positions

#4ADVOCATE GROUP LLCPassive

Notable overlap · 9 shared positions

$VZ $SO $DUK $MCD $TXN $BMY

$665M

122 positions

#5Welch Group, LLCPassive

Notable overlap · 6 shared positions

$TXN $SO $MCD $VZ $PEP $PFE

$2.9B

326 positions

#6VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$SO $MCD $VZ $DUK $PEP $TGT

$201M

57 positions

#7EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$SO $TXN $DUK $PEP $BMY $TGT

$1.3B

58 positions

#8FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 7 shared positions

$TXN $MCD $DUK $SO $VZ $PFE

$1.7B

256 positions

#9PINKERTON WEALTH, LLCActive

Notable overlap · 7 shared positions

$VZ $SO $DUK $TXN $MCD $PEP

$1.2B

103 positions

#10SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 7 shared positions

$VZ $DUK $SO $TXN $MCD $PEP

$1.3B

97 positions

#11Mayflower Financial Advisors, LLCPassive

Notable overlap · 7 shared positions

$MCD $DUK $SO $PEP $VZ $BMY

$1.2B

499 positions

#12Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$MCD $VZ $PEP $SO $DUK $BMY

$199M

38 positions

#13Signature Wealth Management Group

Notable overlap · 7 shared positions

$SO $TXN $PEP $BMY $MCD $TGT

$263M

128 positions

#14FARMERS TRUST CO

Notable overlap · 6 shared positions

$MCD $NEM $SO $PEP $VZ $PM

$637M

203 positions

#15Exeter Financial, LLCPassive

Notable overlap · 6 shared positions

$TXN $MCD $VZ $PEP $ADM $TGT

$261M

101 positions

#16Carolina Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$TXN $VZ $PEP $PM $BMY $MO

$255M

278 positions

#17CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 5 shared positions

$TXN $MCD $VZ $PEP $PFE

$1.1B

157 positions

#18InvesTrustPassive

Notable overlap · 7 shared positions

$MCD $VZ $PEP $PM $BMY $TGT

$260M

95 positions

#19Powers Advisory Group, LLCActive

Notable overlap · 8 shared positions

$MCD $SO $PEP $DUK $TGT $PM

$319M

130 positions

#20Walsky Investment Management, Inc.Passive

Notable overlap · 4 shared positions

$TXN $SO $MCD $PEP

$108M

52 positions

#21Plan Group Financial, LLCPassive

Notable overlap · 8 shared positions

$SO $DUK $VZ $PM $SLV $PFE

$486M

249 positions

#22CAPITAL & PLANNING, LLC

Notable overlap · 4 shared positions

$TXN $SO $MCD $DUK

$194M

45 positions

#23Paradigm Capital Management, LLC/NVActive

Notable overlap · 8 shared positions

$VZ $DUK $PM $MCD $PFE $MO

$116M

65 positions

#24CFC Planning Co LLCPassive

Notable overlap · 5 shared positions

$TXN $VZ $EOG $PM $MO

$171M

71 positions

#25Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$SO $MCD $VZ $PEP $MO

$249M

35 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.