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 RM Financial Services

13F Portfolio OverlapQ2 2026RM Financial Services portfolio →

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Most similar hedge funds by 13F overlap

RM Financial Services, LLC is an institutional investor managing $135M across 79 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 RM Financial Services are Verde Servicos Internacionais S.A., McAlvany Wealth, My Portfolio Guide, with shared positions in $GLDM, $SLV, $BA, $COP, $ANET, $PEP. The full ranking of 25 similar funds is below.

#1Verde Servicos Internacionais S.A.Active

Substantial overlap · 3 shared positions

$GLDM $SLV $BA

$273M

49 positions

#2McAlvany Wealth Management LLCPassive

Notable overlap · 3 shared positions

$GLDM $SLV $COP

$134M

48 positions

#3My Portfolio Guide, LLC

Notable overlap · 3 shared positions

$GLDM $COP $ANET

$181M

166 positions

#4PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 4 shared positions

$GLDM $PEP $ETN $IDXX

$374M

117 positions

#5Chatterton & Associates Inc.Passive

Notable overlap · 3 shared positions

$GLDM $BA $ETN

$170M

101 positions

#6Cassaday & Co Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$GLDM $PEP $ETN

$5.3B

1,313 positions

#7Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$GLDM $PEP $PSX

$2.3B

157 positions

#8Copley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$GLDM $TXN $ETN

$165M

118 positions

#9Bangor Savings BankActive

Notable overlap · 4 shared positions

$GLDM $PEP $BA $PSX

$1.4B

543 positions

#10Compass Wealth Management, LLC/GAActive

Notable overlap · 4 shared positions

$GLDM $PEP $BA $CMI

$251M

74 positions

#11Capital Planning Advisors, LLC

Notable overlap · 3 shared positions

$GLDM $ANET $ETN

$692M

146 positions

#12Walkner Condon Financial Advisors LLCPassive

Notable overlap · 3 shared positions

$GLDM $ANET $BAH

$871M

344 positions

#13Mission Creek Capital Partners, Inc.Passive

Notable overlap · 3 shared positions

$GLDM $ANET $ETN

$569M

231 positions

#14Fortis Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLDM $UPS $COP

$214M

122 positions

#15TCM Advisors, LLCSmart money

Notable overlap · 5 shared positions

$SLV $CMI $UPS $TXN $ETN

$1.3B

67 positions

#16Copia Wealth ManagementPassive

Notable overlap · 3 shared positions

$GLDM $SLV $UPS

$166M

570 positions

#17Private Harbour Investment Management & Counsel, LLCActive

Some overlap · 3 shared positions

$SLV $PEP $ETN

$84M

36 positions

#18KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 3 shared positions

$GLDM $BA $IDXX

$134M

103 positions

#19GOULD ASSET MANAGEMENT LLC /CA/Smart money

Some overlap · 3 shared positions

$GLDM $TXN $PEP

$635M

176 positions

#20RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$SLV $COP $PSX $ETN

$1.1B

90 positions

#21Carrera Capital AdvisorsActive

Some overlap · 3 shared positions

$SLV $COP $PEP

$675M

210 positions

#22Richard P Slaughter Associates IncActive

Some overlap · 3 shared positions

$GLDM $CMI $TXN

$510M

106 positions

#23GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 4 shared positions

$GLDM $BAH $SLV $ANET

$6.3B

1,055 positions

#24Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$GLDM $CMI $ETN

$1.8B

529 positions

#25Twelve Points Wealth Management LLCPassive

Some overlap · 4 shared positions

$SLV $PEP $CMI $TXN

$499M

213 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.