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Hedge Funds Similar to Robinswood Financial

13F Portfolio OverlapQ3 2026Robinswood Financial portfolio →
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Most similar hedge funds by 13F overlap

Robinswood Financial LLC is an institutional investor managing $324M across 72 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 Robinswood Financial are North Ridge Wealth Advisors, Hurlow Wealth Group, SWAN, with shared positions in $SNPS, $SBUX, $PNC, $BA, $MMM, $MS. The full ranking of 25 similar funds is below.

#1North Ridge Wealth Advisors, Inc.
Substantial overlap · 5 shared positions
$SNPS$SBUX$PNC$BA$MMM
$178M
193 positions
#2Hurlow Wealth Management Group, Inc.Active
Substantial overlap · 3 shared positions
$SNPS$MS$MCD
$481M
125 positions
#3SWAN Capital LLCActive
Substantial overlap · 3 shared positions
$SNPS$MCD$MPC
$292M
580 positions
#4Betterment LLCActive
Substantial overlap · 3 shared positions
$SNPS$DOV$FBTC
$59.1B
675 positions
#5Trust CoActive
Notable overlap · 4 shared positions
$SNPS$UNP$PEP$MCD
$1.1B
915 positions
#6POTOMAC FUND MANAGEMENT INC /ADVSmart money
Notable overlap · 4 shared positions
$SNPS$PNC$PEP$MCD
$4.0B
109 positions
#7Kestra Investment Management, LLCActive
Notable overlap · 3 shared positions
$SNPS$MS$HAL
$5.2B
519 positions
#8McIlrath & Eck, LLC
Notable overlap · 5 shared positions
$SNPS$PCAR$BA$SBUX$MCD
$1.3B
1,645 positions
#9BROWN WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SNPS$TRV$MS
$456M
135 positions
#10Gladwyn Financial Advisors, Inc.Active
Notable overlap · 5 shared positions
$SNPS$MMM$UNP$MCD$DOV
$157M
81 positions
#11Financial Gravity Asset Management, Inc.
Notable overlap · 4 shared positions
$SNPS$SBUX$MMM$BA
$562M
973 positions
#12Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$SNPS$SBUX$PNC$UNP
$508M
160 positions
#13Financial Gravity Companies, Inc. (FGCO)Passive
Some overlap · 4 shared positions
$SNPS$SBUX$MMM$BA
$616M
1,040 positions
#14Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SNPS$SBUX$MS$MCD
$360M
73 positions
#15Breakwater Investment ManagementActive
Some overlap · 4 shared positions
$SNPS$SBUX$DOV$BA
$302M
774 positions
#16LAM GROUP, INC.Active
Some overlap · 3 shared positions
$SNPS$BA$MCD
$199M
137 positions
#17Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$SNPS$TRV$UNP$MMM$MCD$BA
$87M
113 positions
#18McNamara Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$SNPS$MS$PEP
$580M
104 positions
#19Rinkey InvestmentsActive
Some overlap · 3 shared positions
$SNPS$TRV$DOV
$425M
128 positions
#20CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 4 shared positions
$SNPS$UNP$PEP$MCD
$1.2B
203 positions
#21Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$PCAR$SNPS$MCD
$754M
41 positions
#22DAVIS-REA LTD.Active
Some overlap · 3 shared positions
$SNPS$PNC$MCD
$379M
41 positions
#23CONNING INC.Passive
Some overlap · 6 shared positions
$TRV$SBUX$MS$PNC$UNP$MCD
$3.3B
327 positions
#24Lakeside Advisors, INC.Active
Some overlap · 5 shared positions
$PCAR$SBUX$MMM$MCD$BA
$171M
66 positions
#25NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 5 shared positions
$SNPS$MPC$PEP$BA$DOV
$595M
264 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.