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 RFG - Bristol Wealth Advisors

13F Portfolio OverlapQ2 2026RFG - Bristol Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

RFG - Bristol Wealth Advisors, LLC is an institutional investor managing $414M across 188 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 - Bristol Wealth Advisors are BOWEN HANES, Fruth Investment, Hamilton Point Investment Advisors, with shared positions in $AXP, $ETN, $PH, $SCHW, $DE, $GLW. The full ranking of 25 similar funds is below.

#1BOWEN HANES & CO INCActive

Notable overlap · 8 shared positions

$AXP $ETN $PH $SCHW $DE $GLW

$4.1B

151 positions

#2Fruth Investment ManagementPassive

Notable overlap · 8 shared positions

$TT $ETN $PH $LIN $DE $GLW

$421M

225 positions

#3Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$AXP $ETN $CMI $IAU $DE $TJX

$710M

193 positions

#4BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive

Notable overlap · 6 shared positions

$ETN $AXP $PH $LIN $TXN $MDY

$371M

394 positions

#5Michael Brady & Co., LLCActive

Notable overlap · 5 shared positions

$ETN $TT $AXP $PH $TJX

$113M

58 positions

#6PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 5 shared positions

$ETN $AXP $CMI $SCHW $TXN

$175M

73 positions

#7CULLEN INVESTMENT GROUP, LTD.Active

Some overlap · 6 shared positions

$ETN $CMI $SCHW $DE $TT $GLW

$827M

181 positions

#8SGL Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$ETN $CMI $SCHW $IAU $TRV $TXN

$290M

131 positions

#9FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 6 shared positions

$TT $LIN $SCHW $DE $GLW $TJX

$118M

56 positions

#10Longbow Finance SAPassive

Some overlap · 6 shared positions

$AXP $PH $CMI $TJX $TRV $WELL

$782M

59 positions

#11WINSLOW ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$ETN $AXP $LIN $SCHW $DE

$575M

82 positions

#12Westhampton Capital, LLCPassive

Some overlap · 5 shared positions

$ETN $CMI $PH $DE $TT

$241M

131 positions

#13CHILTON INVESTMENT CO INC.Active

Some overlap · 5 shared positions

$AXP $ETN $PH $DE $TXN

$4.2B

299 positions

#14CARRET ASSET MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$AXP $PH $ETN $GLW $TRV $WELL

$1.1B

309 positions

#15Bluebird Wealth Management LLCPassive

Some overlap · 6 shared positions

$AXP $ETN $LIN $GLW $TJX $VRT

$115M

89 positions

#16Bigelow Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$AXP $IAU $ETN $TJX $TXN $DE

$276M

157 positions

#17Regents Gate Capital LLPActive

Some overlap · 5 shared positions

$ETN $TT $PH $CMI $PCAR

$75M

37 positions

#18Port Capital LLCActive

Some overlap · 5 shared positions

$ETN $PH $AXP $LIN $AME

$2.5B

108 positions

#19HENDLEY & CO INCActive

Some overlap · 5 shared positions

$ETN $PH $LIN $TJX $AXP

$283M

47 positions

#20Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$CMI $LIN $IAU $AXP $GLW $VRT

$1.3B

275 positions

#21Community Financial Services Group, LLCPassive

Some overlap · 5 shared positions

$ETN $PH $LIN $AXP $GLW

$686M

532 positions

#22Raub Brock Capital Management LPActive

Some overlap · 5 shared positions

$ETN $PH $TJX $TXN $AME

$363M

45 positions

#23Brentview Investment Management LLCActive

Some overlap · 5 shared positions

$TT $PH $LIN $TJX $WELL

$253M

63 positions

#24St. Johns Investment Management Company, LLCPassive

Some overlap · 5 shared positions

$AXP $CMI $GLW $DE $MDY

$264M

201 positions

#25HEADINVEST, LLCPassive

Some overlap · 5 shared positions

$AXP $ETN $LIN $TJX $TXN

$536M

217 positions

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View RFG - Bristol Wealth Advisors’s holdings

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.