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Hedge Funds Similar to RMR Wealth Builders

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

RMR Wealth Builders is an institutional investor managing $1.6B across 316 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 Wealth Builders are PeakShares, Cornerstone Select Advisors, CGN Advisors, with shared positions in $GLW, $CRWD, $ANET, $KLAC, $AXP, $VZ. The full ranking of 25 similar funds is below.

#1PeakShares LLCActive
Notable overlap · 10 shared positions
$GLW$CRWD$ANET$KLAC$AXP$VZ
$134.4B
122 positions
#2Cornerstone Select Advisors, LLCPassive
Some overlap · 7 shared positions
$CRWD$GLW$ANET$KLAC$GILD$VZ
$238M
149 positions
#3CGN Advisors LLCPassive
Some overlap · 7 shared positions
$GLW$CRWD$ANET$KLAC$GILD$DUK
$1.4B
322 positions
#4Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$GLW$CRWD$ANET$AXP$GILD
$560M
132 positions
#5Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$GLW$CRWD$ANET$AXP$TJX
$115M
89 positions
#6BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$GLW$CRWD$AXP$VZ$MO$DUK
$515M
142 positions
#7MontVue Capital Management, Inc.Active
Some overlap · 5 shared positions
$MDY$GLW$KLAC$VZ$TJX
$174M
78 positions
#8Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$MDY$KLAC$GILD$MMM$MO$DUK
$398M
113 positions
#9GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$GLW$KLAC$ANET$GILD$DUK$TJX
$3.0B
213 positions
#10JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 5 shared positions
$GLW$ANET$KLAC$CRWD$TJX
$719M
138 positions
#11Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$GLW$CRWD$ANET$KLAC
$234M
81 positions
#12AGP FRANKLIN, LLCPassive
Some overlap · 5 shared positions
$GLW$CRWD$MMM$DUK$TJX
$231M
93 positions
#13Retireful, LLCPassive
Some overlap · 4 shared positions
$GLW$CRWD$ANET$KLAC
$107M
81 positions
#14WASHINGTON TRUST CoPassive
Some overlap · 4 shared positions
$MDY$GLW$KLAC$TJX
$3.2B
296 positions
#15Clearwave Capital, LLCPassive
Some overlap · 5 shared positions
$GLW$ANET$CRWD$VZ$KLAC
$181M
166 positions
#16Linden Thomas Advisory Services, LLCPassive
Some overlap · 6 shared positions
$ANET$GLW$KLAC$MO$CRWD$VZ
$1.2B
542 positions
#17Highview Capital Management LLC/DE/Passive
Some overlap · 4 shared positions
$MDY$CRWD$KLAC$TJX
$347M
118 positions
#18Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$CRWD$GLW$TJX
$776M
493 positions
#19Reliant Investment Partners, LLCPassive
Some overlap · 5 shared positions
$CRWD$KLAC$DUK$ANET$VZ
$147M
126 positions
#20Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CRWD$KLAC$AXP$DUK$TJX
$297M
103 positions
#21Veracity Capital LLCPassive
Some overlap · 4 shared positions
$MDY$ANET$GLW$AXP
$370M
223 positions
#22Polar Capital Holdings PlcActive
Some overlap · 4 shared positions
$GLW$KLAC$ANET$CRWD
$42.4B
245 positions
#23Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$MDY$AXP$VZ$TJX$GILD
$130M
76 positions
#24Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$GLW$ANET$KLAC$CRWD
$147M
69 positions
#25NCM Capital Management, LLCPassive
Some overlap · 5 shared positions
$GLW$MDY$VZ$MMM$GILD
$324M
194 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.