13F Pro

Hedge Funds Similar to Rise Advisors

13F Portfolio OverlapQ3 2026Rise Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Rise Advisors, LLC is an institutional investor managing $355M across 104 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Rise Advisors are TI, TRUSTMARK NATIONAL BANK DEPARTMENT, Tandem Wealth Advisors, with shared positions in $MDY, $BA, $SO, $GWW, $ETN, $AMGN. The full ranking of 25 similar funds is below.

#1TI-TRUST, INCPassive
Some overlap · 4 shared positions
$MDY$BA$SO$GWW
$181M
134 positions
#2TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Some overlap · 4 shared positions
$MDY$ETN$SO$AMGN
$1.7B
278 positions
#3Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$BA$ETN
$251M
48 positions
#4Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$ETN$GLW$AMGN
$808M
315 positions
#5WEST PACES ADVISORS INC.Active
Some overlap · 4 shared positions
$MDY$GLW$SO$MCD
$586M
692 positions
#6LAM GROUP, INC.Active
Some overlap · 4 shared positions
$MDY$BA$AMGN$MCD
$199M
137 positions
#7Bay Rivers GroupPassive
Some overlap · 3 shared positions
$MDY$BA$AMGN
$293M
126 positions
#8St. Johns Investment Management Company, LLCPassive
Some overlap · 4 shared positions
$MDY$GLW$MCD$AMGN
$264M
201 positions
#9Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$TMP$GLW$AMGN$MCD
$384M
190 positions
#10Capstone Financial Advisors, Inc.Smart money
Some overlap · 3 shared positions
$MDY$ETN$MCD
$2.1B
192 positions
#11Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$ETN$AMGN
$1.1B
154 positions
#12PATRON PARTNERS, LLCPassive
Some overlap · 5 shared positions
$ETN$GLW$MCD$AMGN$GWW
$260M
193 positions
#13SONATA CAPITAL GROUP INCActive
Some overlap · 4 shared positions
$MDY$ETN$MCD$BA
$314M
128 positions
#14DUMONT & BLAKE INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MDY$GLW$AMGN
$445M
204 positions
#15Crews Bank & TrustPassive
Some overlap · 4 shared positions
$MDY$GLW$MCD$AMGN
$766M
662 positions
#16TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$MCD$AMGN
$288M
94 positions
#17TOMPKINS FINANCIAL CORPPassive
Some overlap · 4 shared positions
$TMP$MCD$AMGN$GLW
$1.4B
558 positions
#18TruNorth Capital Management, LLCSmart money
Some overlap · 3 shared positions
$MDY$ETN$MCD
$641M
123 positions
#19OFS Enterprise LLCActive
Some overlap · 3 shared positions
$MDY$ETN$MCD
$382M
104 positions
#20RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 5 shared positions
$MDY$ETN$MCD$AMGN$SO
$581M
172 positions
#21Kennebec Savings BankPassive
Some overlap · 4 shared positions
$MDY$ETN$MCD$GLW
$126M
263 positions
#22MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$ETN$MCD$AMGN
$243M
80 positions
#23CHEMUNG CANAL TRUST COActive
Some overlap · 5 shared positions
$GLW$MCD$ETN$SO$AMGN
$541M
111 positions
#24Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 3 shared positions
$MDY$SO$AMGN
$246M
143 positions
#25Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$BA$ETN$GLW$MCD
$1.6B
215 positions

Compare Rise Advisors’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 Rise 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.