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 Roan Partners

13F Portfolio OverlapQ2 2026Roan Partners portfolio →

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Most similar hedge funds by 13F overlap

Roan Capital Partners is an institutional investor managing $121M across 78 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 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

$110M

56 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

$410M

303 positions

#5Encompass More Asset ManagementPassive

Some overlap · 3 shared positions

$SLV $GLDM $BMY

$687M

283 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

$487M

150 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

$418M

43 positions

#10Blue Capital, Inc.Passive

Some overlap · 3 shared positions

$USO $CSX $BMY

$158M

122 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

$578M

146 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

$241M

47 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.