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 RBO

13F Portfolio OverlapQ2 2026RBO portfolio →

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Most similar hedge funds by 13F overlap

RBO & CO LLC is an institutional investor managing $628M across 56 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 RBO are Kennon-Green & Company, HUTNER, Holland Advisory Services, with shared positions in $PM, $MDLZ, $PEP, $KVUE, $MCD, $DIS. The full ranking of 25 similar funds is below.

#1Kennon-Green & Company, LLCActive

Substantial overlap · 10 shared positions

$PM $MDLZ $PEP $KVUE $MCD $DIS

$128M

41 positions

#2HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$PM $MCD $PEP $ABT $VRSK $MO

$252M

43 positions

#3Holland Advisory Services, Inc.Active

Notable overlap · 5 shared positions

$PM $MCD $MDLZ $DIS $MO

$91M

49 positions

#4Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$MCD $PEP $WM $LMT $MDLZ $KMB

$199M

38 positions

#5B&D White Capital Company, LLCActive

Notable overlap · 5 shared positions

$MCD $PEP $ABT $LMT $KMB

$1.0B

94 positions

#6Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$PEP $MCD $ABT $WM $LMT

$455M

57 positions

#7DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$ABT $WM $ZTS $DIS $COO $ADBE

$12.5B

186 positions

#8Savoir Faire Capital Management, L.P.Active

Notable overlap · 5 shared positions

$PM $MCD $WH $MDLZ $KMB

$161M

43 positions

#9Graver Capital Management, LLCSmart money

Notable overlap · 4 shared positions

$PM $PEP $MCD $MO

$140M

26 positions

#10First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 7 shared positions

$PM $DIS $WM $MDLZ $MCD $LMT

$529M

75 positions

#11Holowesko Partners Ltd.Active

Notable overlap · 5 shared positions

$MDLZ $PEP $KVUE $DIS $KMB

$395M

34 positions

#12DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$PEP $ABT $WM $ADBE $MCD $DIS

$235M

96 positions

#13SIMA Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$PM $MCD $MO $PEP

$141M

130 positions

#14Investmark Advisory Group LLCPassive

Notable overlap · 5 shared positions

$PM $PEP $LMT $MO $MDLZ

$263M

148 positions

#15Independent Franchise Partners LLPActive

Notable overlap · 4 shared positions

$LYV $KVUE $PM $WMG

$15.2B

26 positions

#16Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 4 shared positions

$PM $MDLZ $ADBE $MO

$187M

45 positions

#17Tandem Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$ABT $MCD $ZTS $VRSK $PEP

$1.5B

68 positions

#18Lindsell Train LtdSmart money

Notable overlap · 8 shared positions

$MDLZ $PEP $DIS $BF-A $EFX $VRSK

$2.6B

28 positions

#19Ilex Capital Partners (UK) LLPActive

Notable overlap · 4 shared positions

$MDLZ $PM $WH $ABT

$4.9B

147 positions

#20Coston, McIsaac & PartnersPassive

Notable overlap · 5 shared positions

$PM $MCD $PEP $MO $KMB

$497M

948 positions

#21Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$MCD $PM $PEP $ABT $PFE

$513M

70 positions

#22Focused Investors LLCActive

Notable overlap · 4 shared positions

$MCD $PEP $DIS $LMT

$3.0B

23 positions

#23O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 5 shared positions

$PM $WM $LMT $MO $KMB

$125M

61 positions

#24COTTONWOOD CAPITAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$MCD $PEP $PM $MO

$166M

88 positions

#25LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$ABT $PEP $MCD $EFX $PM

$273M

104 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.