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 Range Financial Group

13F Portfolio OverlapQ3 2026Range Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Range Financial Group LLC is an institutional investor managing $361M across 207 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Range Financial Group are Optimist Retirement Group, Carolina Wealth Advisors, Williamson Legacy Group, with shared positions in $QCOM, $KMB, $PM, $MO, $VZ, $HRB. The full ranking of 25 similar funds is below.

#1Optimist Retirement Group LLCActive

Notable overlap · 13 shared positions

$QCOM $KMB $PM $MO $VZ $HRB

$259M

118 positions

#2Carolina Wealth Advisors, LLCPassive

Notable overlap · 11 shared positions

$SNDK $PM $AMGN $MO $VZ $KMB

$263M

373 positions

#3Williamson Legacy Group, LLCPassive

Notable overlap · 6 shared positions

$STX $SNDK $TPR $WDC $LITE $BE

$201M

75 positions

#4Goldstream Capital Management LtdActive

Notable overlap · 6 shared positions

$SNDK $STX $QCOM $WDC $LITE $BE

$132M

45 positions

#5Inlet Private Wealth, LLCPassive

Notable overlap · 7 shared positions

$STX $AMGN $QCOM $MO $HRB $BTI

$413M

135 positions

#6FCF Advisors LLCPassive

Notable overlap · 6 shared positions

$SNDK $TPR $MO $STX $APP $EXPE

$544M

58 positions

#7WT Asset Management LtdActive

Notable overlap · 5 shared positions

$STX $SNDK $APP $WDC $LITE

$5.1B

29 positions

#8UNICOM Systems, Inc.Active

Notable overlap · 6 shared positions

$STX $SNDK $WDC $BE $LITE $APP

$1.5B

39 positions

#9Wolff Financial Management LLCActive

Notable overlap · 7 shared positions

$SNDK $QCOM $MCD $WDC $MO $VZ

$494M

102 positions

#10VMS Asset Management LimitedActive

Notable overlap · 5 shared positions

$STX $SNDK $WDC $BE $CRDO

$264M

32 positions

#11Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$PM $AMGN $MCD $VZ $APP $LITE

$513M

70 positions

#12BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$PM $AMGN $MO $QCOM $VZ $MCD

$504M

136 positions

#13Polymer Capital Management (HK) LTDSmart money

Notable overlap · 8 shared positions

$SNDK $WDC $FRO $BE $CRDO $LITE

$2.0B

143 positions

#14EXCHANGE TRADED CONCEPTS, LLCPassive

Notable overlap · 7 shared positions

$STX $SNDK $WDC $PM $MO $TRGP

$21.9B

1,580 positions

#15Trivest Advisors LtdActive

Notable overlap · 5 shared positions

$STX $SNDK $WDC $BE $QCOM

$3.2B

15 positions

#16Nishkama Capital, LLCActive

Notable overlap · 6 shared positions

$STX $SNDK $WDC $APP $QCOM $LITE

$3.2B

61 positions

#17Anther Capital LtdSmart money

Notable overlap · 5 shared positions

$STX $SNDK $WDC $LITE $BE

$3.9B

21 positions

#18APEIRON CAPITAL LtdActive

Notable overlap · 4 shared positions

$STX $SNDK $WDC $LITE

$156M

14 positions

#19Amanah Holdings TrustSmart money

Notable overlap · 4 shared positions

$STX $SNDK $WDC $LITE

$1.8B

21 positions

#20VALLEY WEALTH MANAGERS, INC.Passive

Notable overlap · 4 shared positions

$STX $TPR $AMGN $VZ

$1.8B

345 positions

#21Blue Whale Capital LLPActive

Notable overlap · 4 shared positions

$STX $SNDK $APP $LITE

$3.2B

27 positions

#22Aragon Global Management, LPActive

Notable overlap · 4 shared positions

$STX $SNDK $BE $LITE

$264M

23 positions

#23Coston, McIsaac & PartnersPassive

Notable overlap · 5 shared positions

$PM $MCD $KMB $MO $VZ

$497M

948 positions

#24Catherine Avery Investment Management LLCPassive

Notable overlap · 4 shared positions

$STX $AMGN $MCD $VZ

$116M

172 positions

#25WCM INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$STX $PM $APP $WDC

$55.2B

266 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.