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 Rinkey Investments

13F Portfolio OverlapQ2 2026Rinkey Investments portfolio →

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Most similar hedge funds by 13F overlap

Rinkey Investments is an institutional investor managing $425M across 128 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 Rinkey Investments are GoodHaven, Van Cleef Asset, Midway Research &amp, with shared positions in $PGR, $BN, $CB, $SYK, $DOV, $SNPS. The full ranking of 25 similar funds is below.

#1GoodHaven Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$PGR $BN $CB

$318M

26 positions

#2Van Cleef Asset Management,IncActive

Some overlap · 4 shared positions

$PGR $SYK $DOV $CB

$981M

119 positions

#3Midway Capital Research & ManagementActive

Some overlap · 3 shared positions

$BN $SNPS $SYK

$126M

114 positions

#4FENIMORE ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$BN $PGR $SYK

$4.8B

92 positions

#5Heritage Wealth AdvisorsActive

Some overlap · 5 shared positions

$BN $PGR $DOV $MO $CSX

$2.9B

703 positions

#6WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 4 shared positions

$PGR $SYK $DOV $CB

$2.1B

131 positions

#7Bellecapital International Ltd.Passive

Some overlap · 4 shared positions

$SNPS $BN $IBIT $MO

$625M

123 positions

#8SYCOMORE ASSET MANAGEMENTActive

Some overlap · 5 shared positions

$TMUS $SYK $SNPS $PGR $CRWD

$932M

72 positions

#9Financial Strategies Group, Inc.Active

Some overlap · 3 shared positions

$PGR $CB $CSX

$628M

100 positions

#10PRENTISS SMITH & CO INCActive

Some overlap · 3 shared positions

$PGR $SYK $TMUS

$182M

67 positions

#11SCHARF INVESTMENTS, LLCActive

Some overlap · 3 shared positions

$BN $SYK $CB

$3.0B

79 positions

#12DE BURLO GROUP INCPassive

Some overlap · 3 shared positions

$BN $SNPS $CRWD

$547M

90 positions

#13GQG Partners LLCActive

Some overlap · 4 shared positions

$PGR $TRV $CB $MO

$53.8B

102 positions

#14FC Advisory LLCActive

Some overlap · 4 shared positions

$SNPS $DOV $CSX $CB

$378M

118 positions

#15ROWLANDMILLER & PARTNERS.ADVPassive

Some overlap · 3 shared positions

$PGR $CSX $CB

$549M

195 positions

#16Yoffe Investment Management, LLCPassive

Some overlap · 3 shared positions

$SNPS $TRV $CSX

$87M

113 positions

#17NEW VERNON INVESTMENT MANAGEMENT LLCActive

Some overlap · 4 shared positions

$TRV $PGR $SYK $CB

$82M

37 positions

#18NZS Capital, LLCActive

Some overlap · 3 shared positions

$PGR $SYK $CRWD

$3.9B

61 positions

#19Verde Capital ManagementActive

Some overlap · 4 shared positions

$PGR $SNPS $IBIT $SYK

$541M

80 positions

#20DB Fitzpatrick & Co, IncActive

Some overlap · 4 shared positions

$SNPS $SYK $DOV $CB

$124M

100 positions

#21BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$TRV $CRWD $DOV $CB $MO

$515M

142 positions

#22BROWN WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$SNPS $IBIT $TRV

$447M

134 positions

#23EPIQ PARTNERS, LLCPassive

Some overlap · 3 shared positions

$BN $IBIT $CB

$236M

98 positions

#24DAVIS-REA LTD.Active

Some overlap · 3 shared positions

$SNPS $SYK $CB

$351M

45 positions

#25Strong Retirement Solutions LLCPassive

Some overlap · 3 shared positions

$PGR $CRWD $SYK

$167M

82 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.