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 RMG Wealth

13F Portfolio OverlapQ3 2026RMG Wealth portfolio →

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Most similar hedge funds by 13F overlap

RMG Wealth Management LLC is an institutional investor managing $967M across 534 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 RMG Wealth are Eliot Finkel Investment Counsel, Newton One Investments, BIRMINGHAM, with shared positions in $DE, $LMT, $MCD, $USB, $ETN, $AMGN. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$DE $LMT $MCD $USB $ETN $AMGN

$214M

33 positions

#2Newton One Investments LLCActive

Notable overlap · 5 shared positions

$DE $CEG $MCD $EXC $ALL

$392M

150 positions

#3BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 4 shared positions

$DE $LMT $MCD $ALL

$263M

90 positions

#4DMKC Advisory Services, LLCActive

Notable overlap · 5 shared positions

$DE $LMT $USB $ETN $ALL

$530M

92 positions

#5Rayburn West Financial Services LLCPassive

Notable overlap · 4 shared positions

$LMT $DE $MCD $AMGN

$181M

81 positions

#6Campion Asset ManagementActive

Notable overlap · 5 shared positions

$LMT $MCD $ALL $EXC $AMGN

$164M

83 positions

#7Weitzel Financial Services, Inc.Active

Notable overlap · 4 shared positions

$DE $LNT $USB $ETN

$298M

53 positions

#8Trust Co of KansasActive

Notable overlap · 4 shared positions

$LMT $DE $AMGN $ETN

$195M

59 positions

#9Minneapolis Portfolio Management Group, LLCActive

Notable overlap · 3 shared positions

$DE $LMT $USB

$1.1B

34 positions

#10MORTON COMMUNITY BANKPassive

Some overlap · 6 shared positions

$DE $ETN $LNT $USB $LMT $ALL

$491M

120 positions

#11Integras Partners LLCPassive

Some overlap · 4 shared positions

$LMT $MCD $USB $AMGN

$181M

100 positions

#12Powers Advisory Group, LLCActive

Some overlap · 5 shared positions

$LMT $MCD $DE $USB $AMGN

$330M

128 positions

#13Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$LMT $MCD $MCK $AMGN $TMO

$360M

73 positions

#14Richwood Investment Advisors, LLCActive

Some overlap · 5 shared positions

$LMT $DE $MCD $ETN $AMGN

$142M

106 positions

#15Taylor Securities Services, Inc.Smart money

Some overlap · 5 shared positions

$DE $LMT $USB $MCD $AMGN

$250M

59 positions

#16Corundum Group, Inc.Active

Some overlap · 3 shared positions

$LMT $USB $AMGN

$337M

112 positions

#17DB Fitzpatrick & Co, IncActive

Some overlap · 5 shared positions

$DE $LMT $ETN $AMGN $TMO

$121M

100 positions

#18SPRING CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$DE $MCD $ETN

$208M

56 positions

#19VAUGHAN DAVID INVESTMENTS LLC/ILActive

Some overlap · 5 shared positions

$DE $ETN $LNT $USB $ALL

$5.0B

245 positions

#20Allied Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$DE $LMT $USB

$1.1B

112 positions

#21OPUS INVESTMENT MANAGEMENT INCSmart money

Some overlap · 5 shared positions

$LNT $MCD $LMT $EXC $AMGN

$183M

31 positions

#22Riverview Trust CoActive

Some overlap · 5 shared positions

$DE $LMT $USB $MCD $AMGN

$84M

166 positions

#23Nikulski Financial, Inc.Passive

Some overlap · 5 shared positions

$DE $CEG $MCD $ALL $LMT

$464M

180 positions

#24CORDA Investment Management, LLC.Active

Some overlap · 3 shared positions

$DE $MCD $USB

$1.5B

78 positions

#25PTM WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$CEG $LMT $EXC

$235M

61 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.