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Hedge Funds Similar to Robertson Stephens Wealth

13F Portfolio OverlapQ3 2026Robertson Stephens Wealth portfolio →
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Most similar hedge funds by 13F overlap

Robertson Stephens Wealth Management, LLC is an institutional investor managing $4.1B across 639 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 Robertson Stephens Wealth are AUGUSTINE ASSET, Accuvest Global Advisors, MOSELEY INVESTMENT, with shared positions in $APP, $AMGN, $GILD, $BX, $AXON, $QCOM. The full ranking of 25 similar funds is below.

#1AUGUSTINE ASSET MANAGEMENT INCActive
Notable overlap · 3 shared positions
$APP$AMGN$GILD
$464M
128 positions
#2Accuvest Global AdvisorsPassive
Some overlap · 3 shared positions
$APP$BX$AXON
$116M
78 positions
#3MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 5 shared positions
$QCOM$DOV$AXON$AMGN$BX
$314M
163 positions
#4Waldron Private Wealth LLCActive
Some overlap · 4 shared positions
$DOV$QCOM$AMGN$BX
$2.9B
350 positions
#5GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$DOV$QCOM$AXP$BX
$934M
240 positions
#6Parrish Capital LLCPassive
Some overlap · 5 shared positions
$QCOM$AXP$GSK$BX$GILD
$103M
84 positions
#7Fi3 FINANCIAL ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$DOV$AXP$APP$QCOM
$418M
232 positions
#8Junk Investment Group, LLCActive
Slight overlap · 4 shared positions
$DOV$AMGN$QCOM$AXP
$241M
98 positions
#9INDEPENDENT INVESTORS INCSmart money
Slight overlap · 4 shared positions
$DOV$QCOM$AMGN$AXP
$524M
73 positions
#10BENEDICT FINANCIAL ADVISORS INCPassive
Slight overlap · 4 shared positions
$DOV$QCOM$AMGN$AXP
$504M
136 positions
#11Range Financial Group LLCPassive
Slight overlap · 3 shared positions
$APP$QCOM$AMGN
$361M
207 positions
#12RENAISSANCE GROUP LLCPassive
Slight overlap · 3 shared positions
$APP$AMGN$AXP
$2.5B
234 positions
#13BECK MACK & OLIVER LLCActive
Slight overlap · 4 shared positions
$QCOM$GSAT$AXP$BX
$5.1B
201 positions
#14Lodestone Wealth Management LLCPassive
Slight overlap · 4 shared positions
$QCOM$AMGN$AXP$BX
$297M
801 positions
#15Wealth Management NebraskaSmart money
Slight overlap · 3 shared positions
$DOV$AXON$AXP
$1.1B
109 positions
#16Sovran Advisors, LLCPassive
Slight overlap · 3 shared positions
$DOV$QCOM$GSAT
$1.3B
615 positions
#17Wilson & Boucher Capital Management, LLCPassive
Slight overlap · 3 shared positions
$DOV$QCOM$AMGN
$170M
121 positions
#18Novak & Powell Financial Services, Inc.Passive
Slight overlap · 3 shared positions
$DOV$QCOM$AMGN
$212M
171 positions
#19Cambridge Financial Group, LLCActive
Slight overlap · 3 shared positions
$DOV$QCOM$AXP
$317M
153 positions
#20River Street Advisors LLCPassive
Slight overlap · 3 shared positions
$DOV$QCOM$BX
$324M
176 positions
#21American Alpha Advisors, LLCPassive
Slight overlap · 4 shared positions
$QCOM$GSAT$AMGN$GILD
$185M
95 positions
#22GRIMES & Co WEALTH MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$QCOM$AMGN$AXP$GILD
$4.6B
449 positions
#23Kerusso Capital Management LLCPassive
Slight overlap · 4 shared positions
$QCOM$AMGN$AXP$GILD
$306M
59 positions
#24WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Slight overlap · 3 shared positions
$DOV$AMGN$AXP
$405M
169 positions
#25Heritage Investment Group, Inc.Active
Slight overlap · 3 shared positions
$DOV$AMGN$AXP
$744M
135 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.