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 RBA Wealth

13F Portfolio OverlapQ2 2026RBA Wealth portfolio →

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Most similar hedge funds by 13F overlap

RBA Wealth Management, LLC is an institutional investor managing $273M across 80 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 RBA Wealth are Stack Financial, GRAYBILL WEALTH , LTD., DLK Investment, with shared positions in $WM, $AEP, $CBOE, $CI, $CCK, $MDT. The full ranking of 25 similar funds is below.

#1Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$WM $AEP $CBOE $CI $CCK $MDT

$1.3B

54 positions

#2GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 5 shared positions

$ASML $URI $SNPS $PLD $BDX

$372M

82 positions

#3DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$WM $QCOM $MDT $BDX $ACN $ADBE

$235M

96 positions

#4Virtus Family Office LLCPassive

Notable overlap · 6 shared positions

$CROX $CMI $QCOM $SNPS $INGR $CRM

$126M

62 positions

#5F&V Capital Management, LLCPassive

Notable overlap · 5 shared positions

$URI $AEP $FOX $MDT $CRM

$542M

63 positions

#6Leith Wheeler Investment Counsel Ltd.Active

Notable overlap · 6 shared positions

$BWA $QCOM $MDT $CRM $BDX $CCK

$1.3B

85 positions

#7Allen Mooney & Barnes Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$CMI $AEP $MDT $BDX $ACN $ADBE

$658M

152 positions

#8Legacy Advisory Services, LLCActive

Notable overlap · 4 shared positions

$CROX $EWBC $PLD $MDT

$142M

54 positions

#9NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 4 shared positions

$URI $ASML $SNPS $ACN

$606M

79 positions

#10McGuire Investment Group, LLCActive

Notable overlap · 4 shared positions

$ASML $CBOE $QCOM $CMI

$1.1B

137 positions

#11COLRAIN CAPITAL LLCActive

Notable overlap · 5 shared positions

$CI $QCOM $MDT $APTV $CRM

$295M

25 positions

#12SORA INVESTORS LLCPassive

Notable overlap · 4 shared positions

$ASML $QCOM $SNPS $FOX

$1.3B

76 positions

#13Eukles Asset ManagementPassive

Notable overlap · 4 shared positions

$URI $CBOE $CMI $ACN

$242M

228 positions

#14Loudon Investment Management, LLCPassive

Notable overlap · 5 shared positions

$TMUS $CMI $QCOM $ACN $PLD

$204M

95 positions

#15MBM WEALTH CONSULTANTS, LLCActive

Notable overlap · 5 shared positions

$URI $WM $CI $TMUS $ADBE

$519M

123 positions

#16CIM, LLCPassive

Notable overlap · 4 shared positions

$ASML $CMI $SNPS $CBOE

$773M

171 positions

#17Cairn Investment Group, Inc.Active

Notable overlap · 4 shared positions

$CI $BWA $QCOM $INGR

$227M

65 positions

#18Robinson Value Management, Ltd.Passive

Notable overlap · 5 shared positions

$QCOM $PLD $MDT $ACN $ADBE

$187M

75 positions

#19OAK ASSOCIATES LTD /OH/Active

Notable overlap · 6 shared positions

$NXPI $SNPS $QCOM $ADBE $ASML $CI

$1.8B

139 positions

#20JB Capital LLCActive

Notable overlap · 6 shared positions

$QCOM $PLD $NXPI $CROX $EWBC $MDT

$2.9B

280 positions

#21SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$NXPI $MDT $AEP $BDX $MET

$606M

79 positions

#22Distillate Capital Partners LLCPassive

Notable overlap · 6 shared positions

$CRM $CI $TMUS $ACN $ADBE $FOX

$1.9B

118 positions

#23Marathon Mission, Inc.Active

Notable overlap · 5 shared positions

$ASML $FLS $TXT $EWBC $NXPI

$200M

57 positions

#24SWP Investment Management LLCPassive

Some overlap · 4 shared positions

$URI $PLD $MDT $BDX

$145M

43 positions

#25Eley Financial Management, IncPassive

Some overlap · 5 shared positions

$URI $CMI $MET $CBOE $ACN

$309M

72 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.