13F Pro

Hedge Funds Similar to RKL Wealth

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

Most similar hedge funds by 13F overlap

RKL Wealth Management LLC is an institutional investor managing $1.3B across 189 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 RKL Wealth are Renaissance Investment Group, HOWE & RUSLING, Mill, with shared positions in $URI, $TMO, $CRWD, $TT, $UNP, $GD. The full ranking of 25 similar funds is below.

#1Renaissance Investment Group LLCPassive
Some overlap · 5 shared positions
$URI$TMO$CRWD$TT$UNP
$508M
84 positions
#2HOWE & RUSLING INCPassive
Some overlap · 7 shared positions
$CRWD$UNP$GD$PM$ICE$MCD
$1.7B
479 positions
#3Mill Capital Management, LLCActive
Some overlap · 6 shared positions
$TMO$UNP$LHX$PM$ICE$TT
$1.5B
128 positions
#4NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$TMO$URI$UNP$BX$MCD
$2.7B
200 positions
#5Aristotle Atlantic Partners, LLCActive
Some overlap · 5 shared positions
$TMO$CRWD$TT$UNP$ICE
$2.4B
117 positions
#6Hayek Kallen Investment ManagementActive
Some overlap · 6 shared positions
$TMO$UNP$PM$MO$MCD$PEP
$330M
97 positions
#7Valtrion Capital Management, LLCActive
Some overlap · 6 shared positions
$CRWD$BX$GD$PM$ITW$MCD
$134M
103 positions
#8ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 5 shared positions
$TMO$TT$CRWD$ICE$ITW
$584M
366 positions
#9Processus Wealth & Capital Management, LLCActive
Some overlap · 5 shared positions
$TMO$CRWD$GD$EOG$PEP
$169M
35 positions
#10Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$TT$UNP$GD$LHX$MCD$PEP
$113M
58 positions
#11Accretive Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$UNP$TMO$BX$GD$PM$MCD
$412M
181 positions
#12BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$URI$UNP$BX$PM$PLD
$171M
116 positions
#13SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$URI$UNP$BX$PM$PLD
$145M
43 positions
#14Sky Investment Group LLCPassive
Some overlap · 6 shared positions
$TMO$GD$PM$ITW$MCD$PEP
$637M
146 positions
#15LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$TT$UNP$PM$ITW$MCD$PEP
$273M
104 positions
#16Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$URI$UNP$BX$PM$PLD
$1.6B
1,462 positions
#17TRUST CO OF OKLAHOMAActive
Some overlap · 6 shared positions
$TMO$UNP$PEP$ICE$LHX$MCD
$389M
140 positions
#18Community Bank & Trust, Waco, TexasActive
Some overlap · 6 shared positions
$UNP$BX$GD$MO$MCD$PEP
$555M
168 positions
#19Umpqua BankPassive
Some overlap · 5 shared positions
$URI$TMO$CRWD$MCD$PEP
$446M
165 positions
#20YHB Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$URI$TMO$UNP$MCD
$1.6B
314 positions
#21BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TMO$UNP$EOG$ICE$PEP
$499M
73 positions
#22Emissary Wealth LLCPassive
Some overlap · 4 shared positions
$URI$CRWD$PM$BX
$131M
63 positions
#23ROCKLAND TRUST COPassive
Some overlap · 5 shared positions
$TMO$UNP$EOG$ICE$PEP
$2.5B
317 positions
#24Nordwand Advisors, LLCPassive
Some overlap · 4 shared positions
$URI$UNP$TMO$LHX
$652M
146 positions
#25Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$UNP$GD$MO$ITW$MCD$PEP
$398M
113 positions

Compare RKL Wealth’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 RKL Wealth’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.