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 RiverFront Investment Group

13F Portfolio OverlapQ2 2026RiverFront Investment Group portfolio →

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Most similar hedge funds by 13F overlap

RiverFront Investment Group, LLC is an institutional investor managing $7.6B across 427 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 RiverFront Investment Group are EQUITY INVESTMENT, Harvest Investment Advisors, Monte Financial Group, with shared positions in $HIG, $UPS, $TGT, $PNC, $INTU, $CRM. The full ranking of 25 similar funds is below.

#1EQUITY INVESTMENT CORPActive

Some overlap · 4 shared positions

$HIG $UPS $TGT $PNC

$5.2B

76 positions

#2Harvest Investment Advisors, LLCActive

Some overlap · 4 shared positions

$HIG $UPS $TGT $PNC

$202M

58 positions

#3Monte Financial Group, LLCPassive

Some overlap · 3 shared positions

$HIG $UPS $INTU

$312M

102 positions

#4Collar Capital Management, LLCPassive

Some overlap · 4 shared positions

$UPS $TGT $CRM $ADBE

$170M

73 positions

#5Kessler Investment Group, LLCPassive

Some overlap · 3 shared positions

$UPS $PLTR $CRM

$234M

81 positions

#6Aegis Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$UPS $PLTR $LOW

$155M

119 positions

#7Bank of New HampshirePassive

Slight overlap · 4 shared positions

$UPS $PLTR $LOW $TT

$479M

537 positions

#8ISTHMUS PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$UPS $LOW $PNC $TT

$1.0B

226 positions

#9Ipsen Advisor Group LLCPassive

Slight overlap · 3 shared positions

$UPS $HIG $PNC

$155M

107 positions

#10Trask Adam Roland

Slight overlap · 3 shared positions

$UPS $TGT $PLTR

$106M

190 positions

#11Fluent Financial, LLCActive

Slight overlap · 4 shared positions

$UPS $CRM $ADBE $INTU

$280M

57 positions

#12Cullen Capital Management, LLCActive

Slight overlap · 3 shared positions

$UPS $TGT $LOW

$10.2B

208 positions

#13Capital Investment Counsel, IncActive

Slight overlap · 4 shared positions

$PLTR $LOW $TGT $ADBE

$929M

266 positions

#14Sharp Financial Services, LLCActive

Slight overlap · 3 shared positions

$PLTR $UPS $TGT

$216M

127 positions

#15Rayburn West Financial Services LLCPassive

Slight overlap · 3 shared positions

$UPS $TGT $PNC

$181M

81 positions

#16Catherine Avery Investment Management LLCPassive

Slight overlap · 3 shared positions

$UPS $TGT $CRM

$229M

166 positions

#17San Luis Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$UPS $TGT $ADBE

$665M

187 positions

#18Cygnus Capital Advisors, LLC

Slight overlap · 3 shared positions

$UPS $TGT $ADBE

$147M

74 positions

#19Burnham & Co LLCPassive

Slight overlap · 3 shared positions

$UPS $TGT $PLTR

$124M

197 positions

#20Winning Points Advisors, LLCActive

Slight overlap · 3 shared positions

$UPS $TGT $LOW

$76M

42 positions

#21Strathmore Capital Advisors, Inc.Active

Slight overlap · 3 shared positions

$PLTR $TGT $LOW

$371M

142 positions

#22Flavin Financial Services, Inc.Passive

Slight overlap · 3 shared positions

$UPS $LOW $PNC

$175M

81 positions

#23ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive

Slight overlap · 4 shared positions

$PLTR $CRM $ADBE $INTU

$225.4B

1,887 positions

#24DELTA ASSET MANAGEMENT LLC/TNActive

Slight overlap · 3 shared positions

$UPS $LOW $ADBE

$1.2B

599 positions

#25Horrell Capital Management, Inc.Active

Slight overlap · 3 shared positions

$UPS $TGT $LOW

$219M

196 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.