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Hedge Funds Similar to Roan Partners

13F Portfolio OverlapQ3 2026Roan Partners portfolio →
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Most similar hedge funds by 13F overlap

Roan Capital Partners is an institutional investor managing $137M across 78 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 Roan Partners are Napier Financial, American National Bank of Texas, FIDUCIENT ADVISORS, with shared positions in $GLDM, $MDY, $CSX, $LHX, $BMY, $SLV. The full ranking of 16 similar funds is below.

#1Napier Financial, LLCActive
Notable overlap · 3 shared positions
$GLDM$MDY$CSX
$480M
472 positions
#2American National Bank of TexasActive
Some overlap · 3 shared positions
$GLDM$MDY$LHX
$109M
52 positions
#3FIDUCIENT ADVISORS LLCActive
Some overlap · 3 shared positions
$GLDM$MDY$BMY
$698M
153 positions
#4Acorn Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$SLV$GLDM$CSX
$407M
302 positions
#5Encompass More Asset ManagementPassive
Some overlap · 3 shared positions
$SLV$GLDM$BMY
$712M
277 positions
#6Exit Wealth Advisors, LLC.Passive
Some overlap · 3 shared positions
$SLV$USO$BMY
$220M
150 positions
#7Wealth Advisory Solutions, LLCPassive
Some overlap · 3 shared positions
$GLDM$MDY$BMY
$484M
149 positions
#8Pitcairn Wealth Advisors LLCActive
Some overlap · 3 shared positions
$GLDM$CSX$MDY
$913M
281 positions
#9TSP Capital Management Group, LLCActive
Some overlap · 3 shared positions
$SLV$WBD$BMY
$397M
44 positions
#10Blue Capital, Inc.Passive
Some overlap · 3 shared positions
$USO$CSX$BMY
$161M
136 positions
#11Marathon Trading Investment Management LLCActive
Some overlap · 3 shared positions
$SLV$USO$WBD
$3.2B
278 positions
#12Capital Advisor Network LLCActive
Slight overlap · 3 shared positions
$SLV$WBD$CSX
$80M
183 positions
#13Professional Financial Advisors, LLCSmart money
Slight overlap · 3 shared positions
$SLV$USO$GLDM
$588M
140 positions
#14Petix & Botte CoActive
Slight overlap · 3 shared positions
$GLDM$MDY$SLV
$497M
144 positions
#15Ardent Capital Management, Inc.Smart money
Slight overlap · 3 shared positions
$BMY$MDY$SLV
$237M
32 positions
#16VANGUARD ADVISERS INCSmart money
Slight overlap · 3 shared positions
$MDY$GLDM$LHX
$29.4B
715 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.