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 RNC

13F Portfolio OverlapQ2 2026RNC portfolio →

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Most similar hedge funds by 13F overlap

RNC CAPITAL MANAGEMENT LLC is an institutional investor managing $2.4B across 181 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 RNC are BCWM, Center for Wealth Advisory, CANTOR FITZGERALD INVESTMENT ADVISORS, with shared positions in $MO, $SRE, $UPS, $ACN, $CCZ, $PEP. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive

Notable overlap · 9 shared positions

$MO $SRE $UPS $ACN $CCZ $PEP

$342M

57 positions

#2Center for Wealth Management AdvisoryActive

Notable overlap · 9 shared positions

$UPS $PEP $MDT $GILD $LMT $CCZ

$161M

62 positions

#3CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 9 shared positions

$CVS $EMR $UPS $BMY $ACN $CCZ

$3.3B

229 positions

#4OPUS INVESTMENT MANAGEMENT INCSmart money

Notable overlap · 7 shared positions

$UPS $PEP $MCHP $PSX $APD $BLK

$183M

31 positions

#5MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Notable overlap · 6 shared positions

$ENB $MO $PSX $MDT $GILD $BMY

$112M

100 positions

#6Verity & Verity, LLCActive

Notable overlap · 8 shared positions

$ENB $PEP $GILD $ACN $MO $UPS

$1.5B

139 positions

#7EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$CVS $T $CCZ $BMY $GILD $LMT

$1.3B

58 positions

#8WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$NTRS $EMR $UPS $PEP $MDT $ACN

$742M

119 positions

#9Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$PSX $UPS $EMR $LMT $T $PEP

$1.3B

54 positions

#10Kiltearn Partners LLPActive

Notable overlap · 6 shared positions

$CVS $CCZ $MDT $GILD $UPS $LKQ

$412M

29 positions

#11GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$MCHP $BLK $UPS $T $MDT $PEP

$1.2B

611 positions

#12Robinson Value Management, Ltd.Passive

Notable overlap · 5 shared positions

$MTB $DVN $CCZ $MDT $ACN

$183M

77 positions

#13CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 6 shared positions

$CVS $BLK $MTB $MDT $PEP $PSX

$1.1B

157 positions

#14CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$CVS $UPS $T $GILD $PEP $GLW

$1.3B

122 positions

#15ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$ENB $EVRG $EMR $MDT $BMY $UPS

$646M

122 positions

#16Altrius Capital Management IncPassive

Notable overlap · 7 shared positions

$MO $PSX $UPS $APD $DVN $GILD

$526M

89 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$EMR $PEP $PSX $BLK $MDT

$203M

58 positions

#18Eldred Rock Partners, LLCActive

Notable overlap · 5 shared positions

$EMR $PEP $COF $PSX $ACN

$451M

29 positions

#19Franklin, Parlapiano, Turner & Welch, LLCActive

Notable overlap · 5 shared positions

$PEP $ACN $PSX $APD $MDT

$442M

55 positions

#20MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$UPS $PEP $T $MDT $LMT

$233M

122 positions

#21PZENA INVESTMENT MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$CVS $COF $ACN $BMY $LKQ $MDT

$34.1B

161 positions

#22GQG Partners LLCActive

Notable overlap · 5 shared positions

$ENB $MO $T $CVS $DVN

$53.8B

102 positions

#23Keystone Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$MO $UPS $MDT $BMY $T $LMT

$404M

39 positions

#24A. D. Beadell Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$APD $SRE $MDT $ENB $LMT $PEP

$151M

100 positions

#25InvesTrustPassive

Notable overlap · 6 shared positions

$NTRS $APD $PEP $BMY $EMR $CVS

$247M

91 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.