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Hedge Funds Similar to RMR

13F Portfolio OverlapQ2 2026RMR portfolio →
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Most similar hedge funds by 13F overlap

RMR Capital Management, LLC is an institutional investor managing $145M across 76 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 RMR are Intrinsic Value Partners, Elgethun, Michael Brady, with shared positions in $JOE, $AXP, $SCHW, $MKL, $CASH, $CSX. The full ranking of 25 similar funds is below.

#1Intrinsic Value Partners, LLCActive
Some overlap · 4 shared positions
$JOE$AXP$SCHW$MKL
$146M
73 positions
#2Elgethun Capital ManagementActive
Some overlap · 4 shared positions
$CASH$SCHW$AXP$CSX
$718M
174 positions
#3Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$AXP$GD$MCD$CSX$ABT
$113M
58 positions
#4ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$AXP$MCD$GD$CB
$1.9B
88 positions
#5LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$AXP$MCD$ABT$CB$PAYX
$273M
104 positions
#6INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Some overlap · 4 shared positions
$AXP$MCD$SCHW$ABT
$347M
140 positions
#7BECK MACK & OLIVER LLCActive
Some overlap · 5 shared positions
$AXP$SCHW$ABT$AJG$MKL
$5.1B
201 positions
#8Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$AXP$GD$MCD$ABT
$181M
81 positions
#9Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$AXP$MCD$GD$ABT
$637M
146 positions
#10BAXTER BROS INCPassive
Some overlap · 5 shared positions
$AXP$SCHW$CB$MKL$PAYX
$864M
172 positions
#11HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$AXP$MCD$ABT$CB
$252M
43 positions
#12Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$MCD$ABT$CB
$467M
118 positions
#13FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$AXP$GD$CSX$ABT
$670M
79 positions
#14William Allan CorpActive
Some overlap · 5 shared positions
$SCHW$GD$MCD$AXP$PAYX
$204M
62 positions
#15MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 3 shared positions
$AXP$SCHW$CSX
$153M
62 positions
#16DCM Advisors, LLCActive
Some overlap · 4 shared positions
$AXP$MCD$CSX$AIG
$253M
38 positions
#17DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SCHW$MCD$GD$CB
$217M
108 positions
#18BARR E S & COActive
Some overlap · 4 shared positions
$AXP$SCHW$BRO$MKL
$1.8B
112 positions
#19Perennial Advisors, LLCPassive
Some overlap · 3 shared positions
$AXP$MCD$GD
$649M
136 positions
#20GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$AXP$SCHW$GD
$906M
153 positions
#21Willis Investment CounselActive
Some overlap · 6 shared positions
$GD$AXP$MCD$ABT$CB$PAYX
$2.1B
125 positions
#22Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$GD$MCD$AXP$ABT$CB$PAYX
$1.3B
275 positions
#23Dempze Nancy EPassive
Some overlap · 4 shared positions
$AXP$SCHW$ABT$CB
$209M
91 positions
#24Citadel Investment Advisory, Inc.Active
Some overlap · 5 shared positions
$MCD$GD$AXP$CSX$MKL
$220M
76 positions
#25CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$AXP$SCHW$CSX$PAYX
$6.0B
306 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.