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 RCW

13F Portfolio OverlapQ2 2026RCW portfolio →

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Most similar hedge funds by 13F overlap

RCW Management, LLC is an institutional investor managing $112M across 68 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 RCW are Upper Left Wealth, Hudson Oak Wealth Advisory, 3EDGE Asset, with shared positions in $GLDM, $IAU, $STT, $CEF, $CSX, $WELL. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$GLDM $IAU $STT

$180M

73 positions

#2Hudson Oak Wealth Advisory LLCActive

Substantial overlap · 3 shared positions

$GLDM $IAU $STT

$130M

52 positions

#33EDGE Asset Management, LPActive

Substantial overlap · 4 shared positions

$GLDM $CEF $STT $IAU

$2.2B

94 positions

#4SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $CSX

$762M

147 positions

#5Compass Wealth Management, LLC/GAActive

Notable overlap · 4 shared positions

$GLDM $STT $IAU $WELL

$251M

74 positions

#6Madden Advisory Services, Inc.Active

Notable overlap · 4 shared positions

$IAU $WELL $CEF $STT

$279M

110 positions

#7Walkner Condon Financial Advisors LLCPassive

Notable overlap · 3 shared positions

$GLDM $STT $IAU

$871M

344 positions

#8SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$GLDM $STT $WELL

$5.6B

669 positions

#9RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 3 shared positions

$GLDM $STT $IAU

$581M

172 positions

#10Parcion Private Wealth LLCPassive

Notable overlap · 3 shared positions

$GLDM $STT $IAU

$1.8B

529 positions

#11McAlvany Wealth Management LLCPassive

Notable overlap · 3 shared positions

$GLDM $CEF $IAU

$134M

48 positions

#12Tanglewood Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $STT $WELL

$1.2B

44 positions

#13Graetz Wealth LLCActive

Notable overlap · 3 shared positions

$STT $GLDM $IAU

$125M

84 positions

#14JNBA Financial AdvisorsActive

Notable overlap · 3 shared positions

$IAU $STT $GLDM

$1.3B

830 positions

#15Copia Wealth Management

Notable overlap · 3 shared positions

$GLDM $STT $IAU

$166M

570 positions

#16Pitcairn Wealth Advisors LLCActive

Some overlap · 3 shared positions

$STT $GLDM $CSX

$913M

281 positions

#17LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$STT $GLDM $CEF

$1.2B

232 positions

#18WFA of San Diego, LLCPassive

Some overlap · 3 shared positions

$GLDM $STT $IAU

$122M

94 positions

#19A4 Wealth Advisors LLCActive

Some overlap · 3 shared positions

$IAU $GLDM $CSX

$151M

92 positions

#20CENTRAL TRUST CoPassive

Some overlap · 3 shared positions

$CEF $IAU $WELL

$5.5B

1,568 positions

#21North Forty Two & Co.Passive

Some overlap · 3 shared positions

$IAU $CSX $CEF

$118M

104 positions

#22Medallion Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$CSX $STT $GLDM

$317M

1,220 positions

#23Delta Accumulation, LLCActive

Some overlap · 3 shared positions

$WELL $CSX $STT

$2.5B

156 positions

#24Go Invest LLCSmart money

Some overlap · 3 shared positions

$STT $GLDM $IAU

$426M

129 positions

#25PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money

Some overlap · 3 shared positions

$IAU $STT $CSX

$1.7B

240 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.