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 RFP Financial Group

13F Portfolio OverlapQ2 2026RFP Financial Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RFP Financial Group LLC is an institutional investor managing $223M across 64 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 RFP Financial Group are Sterling, Sky Investment Group, HF Advisory Group, with shared positions in $PM, $SO, $AXP, $PEP, $TFC, $MO. The full ranking of 25 similar funds is below.

#1Sterling Capital Management LLCPassive

Slight overlap · 4 shared positions

$PM $SO $AXP $PEP

$5.9B

3,289 positions

#2Sky Investment Group LLCPassive

Slight overlap · 4 shared positions

$PM $SO $AXP $PEP

$637M

146 positions

#3HF Advisory Group, LLCPassive

Slight overlap · 5 shared positions

$PM $SO $PEP $TFC $MO

$323M

168 positions

#4Griffith & Werner, Inc.Passive

Slight overlap · 6 shared positions

$SO $AXP $PEP $TFC $PM $LMT

$213M

71 positions

#5RAHLFS CAPITAL, LLCPassive

Slight overlap · 5 shared positions

$PM $SO $PEP $GPC $MO

$136M

86 positions

#6OLD POINT TRUST & FINANCIAL SERVICES N APassive

Slight overlap · 5 shared positions

$PM $SO $PEP $TFC $LMT

$329M

323 positions

#7HUTNER CAPITAL MANAGEMENT INCActive

Slight overlap · 5 shared positions

$PM $AXP $PEP $GPC $MO

$252M

43 positions

#8CWS Financial Advisors, LLCActive

Slight overlap · 5 shared positions

$PM $SO $PEP $MO $LMT

$451M

171 positions

#9First City Capital Management, Inc.Passive

Slight overlap · 5 shared positions

$PM $SO $PEP $MO $LMT

$206M

164 positions

#10Powers Advisory Group, LLCActive

Slight overlap · 5 shared positions

$PM $SO $PEP $MO $LMT

$319M

130 positions

#11First Bank & TrustPassive

Slight overlap · 4 shared positions

$PM $SO $PEP $TFC

$680M

270 positions

#12MORTON COMMUNITY BANKPassive

Slight overlap · 4 shared positions

$PM $SO $AXP $LMT

$491M

120 positions

#13Compass Wealth Management, LLC/GAActive

Slight overlap · 4 shared positions

$PM $SO $PEP $MO

$251M

74 positions

#14Skyline Advisors, Inc.Active

Slight overlap · 4 shared positions

$PM $SO $PEP $MO

$319M

123 positions

#15LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Slight overlap · 4 shared positions

$PM $SO $PEP $MO

$2.5B

117 positions

#16Coston, McIsaac & PartnersPassive

Slight overlap · 4 shared positions

$PM $SO $PEP $MO

$497M

948 positions

#17Hayek Kallen Investment ManagementActive

Slight overlap · 4 shared positions

$PM $SO $PEP $MO

$330M

97 positions

#18TENET WEALTH PARTNERS, LLCActive

Slight overlap · 4 shared positions

$PM $SO $PEP $MO

$134M

101 positions

#19Pinnacle Financial Partners, Inc.Active

Slight overlap · 5 shared positions

$SO $AXP $PNFP $GPN $LMT

$14.7B

1,128 positions

#20BROOKS, MOORE & ASSOCIATES, INC.Passive

Slight overlap · 5 shared positions

$SO $PEP $PNFP $TFC $LMT

$223M

114 positions

#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$PM $SO $PEP $LMT

$233M

122 positions

#22FARMERS TRUST CO

Slight overlap · 4 shared positions

$PM $SO $PEP $LMT

$637M

203 positions

#23BURKE & HERBERT BANK & TRUST COPassive

Slight overlap · 4 shared positions

$PM $AXP $PEP $MO

$403M

246 positions

#24Tyche Wealth Partners LLCPassive

Slight overlap · 4 shared positions

$PM $SO $PEP $MO

$712M

339 positions

#25INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive

Slight overlap · 5 shared positions

$PM $AXP $TFC $MO $LMT

$288M

195 positions

Compare RFP Financial Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View RFP Financial Group’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.