Hedge Funds Similar to RFG Advisory

13F Portfolio OverlapQ2 2026RFG Advisory portfolio →

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Most similar hedge funds by 13F overlap

RFG Advisory, LLC is an institutional investor managing $6.4B across 1,126 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 RFG Advisory are Calamos Wealth, Hilltop National Bank, Old North State, with shared positions in $SO, $STX, $ANET, $TXN, $IAUM, $LPTH. The full ranking of 23 similar funds is below.

#1Calamos Wealth Management LLCPassive

Slight overlap · 4 shared positions

$SO $STX $ANET $TXN

$3.3B

463 positions

#2Hilltop National BankPassive

Slight overlap · 4 shared positions

$SO $STX $ANET $TXN

$468M

805 positions

#3Old North State Trust, LLCPassive

Slight overlap · 3 shared positions

$194M

151 positions

#4BLALOCK WILLIAMS, LLCPassive

Slight overlap · 3 shared positions

$154M

154 positions

#5Centennial Bank/AR/Passive

Slight overlap · 3 shared positions

$311M

341 positions

#6Sound View Wealth Advisors Group, LLCPassive

Slight overlap · 3 shared positions

$1.6B

440 positions

#7Sound Portfolio Advisors, LLCActive

Slight overlap · 3 shared positions

$141M

48 positions

#8PFG Private Wealth Management, LLCActive

Slight overlap · 3 shared positions

$231M

75 positions

#9Bank OZKPassive

Slight overlap · 3 shared positions

$337M

159 positions

#10Turning Point Benefit Group, Inc.Passive

Slight overlap · 3 shared positions

$SO $IAUM $ANET

$232M

109 positions

#11MITCHELL SINKLER & STARR/PAPassive

Slight overlap · 3 shared positions

$240M

155 positions

#12WEDGE CAPITAL MANAGEMENT L L P/NCPassive

Slight overlap · 3 shared positions

$STX $ANET $TXN

$6.1B

484 positions

#13Point72 Asset Management, L.P.Passive

Slight overlap · 3 shared positions

$STX $ANET $TXN

$90.7B

3,923 positions

#14Maytus Capital Management, LLCPassive

Slight overlap · 3 shared positions

$STX $ANET $TXN

$636M

62 positions

#15Copper Harbor Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$STX $ANET $TXN

$472M

95 positions

#16Retireful, LLCPassive

Slight overlap · 3 shared positions

$STX $ANET $TXN

$107M

81 positions

#17GLOBALT Investments LLC / GAActive

Slight overlap · 3 shared positions

$STX $ANET $TXN

$3.0B

213 positions

#18Night Squared LPPassive

Slight overlap · 3 shared positions

$STX $ANET $TXN

$930M

69 positions

#19Evansbrook LLCActive

Slight overlap · 3 shared positions

$STX $ANET $TXN

$168M

127 positions

#20Fideuram Asset Management (Ireland) dacPassive

Slight overlap · 3 shared positions

$STX $ANET $TXN

$5.3B

742 positions

#21Clearwave Capital, LLCPassive

Slight overlap · 3 shared positions

$STX $ANET $TXN

$181M

166 positions

#22Rooted Wealth Advisors, Inc.Active

Slight overlap · 3 shared positions

$IAUM $ANET $TXN

$408M

149 positions

#23PEREGRINE INVESTMENT MANAGEMENT INCActive

Slight overlap · 3 shared positions

$ANET $TXN $LPTH

$235M

26 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.