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Hedge Funds Similar to RMR Wealth Builders

13F Portfolio OverlapQ3 2026RMR Wealth Builders portfolio →
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Most similar hedge funds by 13F overlap

RMR Wealth Builders is an institutional investor managing $1.7B across 310 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 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
$1.3B
297 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
$504M
136 positions
#7MontVue Capital Management, Inc.Active
Some overlap · 5 shared positions
$MDY$GLW$KLAC$VZ$TJX
$171M
73 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
$2.9B
212 positions
#10JACKSON SQUARE CAPITAL, LLCActive
Some overlap · 5 shared positions
$GLW$ANET$KLAC$CRWD$TJX
$667M
144 positions
#11Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$GLW$CRWD$ANET$KLAC
$207M
82 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
$116M
86 positions
#14WASHINGTON TRUST CoPassive
Some overlap · 4 shared positions
$MDY$GLW$KLAC$TJX
$3.2B
291 positions
#15Clearwave Capital, LLCPassive
Some overlap · 5 shared positions
$GLW$ANET$CRWD$VZ$KLAC
$190M
176 positions
#16Linden Thomas Advisory Services, LLCPassive
Some overlap · 6 shared positions
$ANET$GLW$KLAC$MO$CRWD$VZ
$1.3B
552 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
$808M
315 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
$292M
99 positions
#21Veracity Capital LLCPassive
Some overlap · 4 shared positions
$MDY$ANET$GLW$AXP
$372M
222 positions
#22Polar Capital Holdings PlcActive
Some overlap · 4 shared positions
$GLW$KLAC$ANET$CRWD
$42.4B
245 positions
#23Tandem Investment Partners LLCActive
Some overlap · 5 shared positions
$MDY$AXP$VZ$TJX$GILD
$129M
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.