13F Pro

Hedge Funds Similar to River Wealth Advisors

13F Portfolio OverlapQ2 2026River Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

River Wealth Advisors LLC is an institutional investor managing $956M across 217 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 River Wealth Advisors are CONNORS INVESTOR SERVICES, BRADY FAMILY WEALTH, BARTLETT & WEALTH, with shared positions in $ETN, $CB, $TJX, $SYK, $PEP, $WM. The full ranking of 25 similar funds is below.

#1CONNORS INVESTOR SERVICES INCPassive
Notable overlap · 6 shared positions
$ETN$CB$TJX$SYK$PEP$WM
$1.2B
153 positions
#2BRADY FAMILY WEALTH, LLCPassive
Notable overlap · 7 shared positions
$CB$TJX$SYK$BLK$PEP$ETN
$346M
113 positions
#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$TJX$ETN$CB$DE$PEP$WM
$8.0B
1,334 positions
#4Haverford Financial Services, Inc.Active
Notable overlap · 6 shared positions
$ETN$TJX$BLK$PEP$SYK$WM
$339M
49 positions
#5DB Fitzpatrick & Co, IncActive
Notable overlap · 6 shared positions
$ETN$CB$SYK$DE$WM$AMGN
$124M
100 positions
#6Perkins Coie Trust CoPassive
Notable overlap · 6 shared positions
$ETN$CB$BLK$PEP$SYK$FCX
$603M
260 positions
#7CMH Wealth Management LLCPassive
Notable overlap · 7 shared positions
$TJX$ETN$SYK$BLK$NOW$DE
$655M
117 positions
#8Haverford Trust CoActive
Notable overlap · 6 shared positions
$ETN$TJX$BLK$PEP$SYK$WM
$11.6B
424 positions
#9Trinity Legacy Partners, LLCPassive
Notable overlap · 8 shared positions
$TJX$DE$WM$SYK$NOW$FCX
$500M
110 positions
#10TRUST CO OF VIRGINIA /VAPassive
Some overlap · 6 shared positions
$CB$TJX$BLK$PEP$WM$AMGN
$1.3B
226 positions
#11Brentview Investment Management LLCActive
Some overlap · 7 shared positions
$TJX$BLK$PEP$WM$TT$TRGP
$253M
63 positions
#12Suncoast Equity ManagementActive
Some overlap · 6 shared positions
$ETN$TJX$SYK$NOW$COR$TT
$798M
63 positions
#13RE ADVISERS CORPActive
Some overlap · 5 shared positions
$ETN$TJX$CB$DE$FCX
$4.0B
124 positions
#14Van Hulzen Asset Management, LLCPassive
Some overlap · 6 shared positions
$ETN$CB$PEP$TJX$TT$WM
$1.4B
387 positions
#15Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$ETN$TJX$PEP$WM$TT
$113M
58 positions
#16Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$ETN$TJX$BLK$WM$PEP
$1.6B
184 positions
#17Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$CB$TJX$SYK$PEP$TT
$467M
118 positions
#18NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$TJX$SYK$ETN$DE$BLK$NOW
$1.4B
177 positions
#19ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 5 shared positions
$ETN$TJX$SYK$WM$CEG
$1.3B
109 positions
#20Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$ETN$TJX$BLK$SYK$AMGN
$170M
61 positions
#21CrossGen Wealth, LLCPassive
Some overlap · 4 shared positions
$ETN$CB$TJX$TT
$129M
214 positions
#22Running Oak Capital LLCPassive
Some overlap · 5 shared positions
$ETN$TJX$SYK$NOW$CSL
$587M
59 positions
#23EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 5 shared positions
$CB$SYK$TTWO$COR$ETN
$808M
156 positions
#24Palisade Asset Management, LLCPassive
Some overlap · 6 shared positions
$TJX$PEP$BLK$SYK$DE$AMGN
$1.1B
204 positions
#25Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$TTWO$CB$COR$SYK
$3.0B
312 positions

Compare River Wealth 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 River 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.