13F Pro

Hedge Funds Similar to Roehl & Yi Investment Advisors

13F Portfolio OverlapQ2 2026Roehl & Yi Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Roehl & Yi Investment Advisors, LLC is an institutional investor managing $304M across 194 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 Roehl & Yi Investment Advisors are LifePlan Investment Advisors, January Advisors, MBA Advisors, with shared positions in $IAU, $WDC, $SNDK, $TXN, $AMGN, $ASML. The full ranking of 25 similar funds is below.

#1LifePlan Investment Advisors, Inc.Passive
Notable overlap · 4 shared positions
$IAU$WDC$SNDK$TXN
$291M
131 positions
#2January Capital Advisors LLC
Notable overlap · 4 shared positions
$IAU$SNDK$AMGN$WDC
$120M
55 positions
#3MBA Advisors LLCPassive
Notable overlap · 5 shared positions
$IAU$AMGN$ASML$PEP$PM
$297M
166 positions
#4Three Bridge Wealth Advisors, LLCActive
Notable overlap · 6 shared positions
$IAU$DOV$ASML$NVO$SBUX$PEP
$399M
87 positions
#5Braeburn Wealth Management LLCActive
Notable overlap · 5 shared positions
$IAU$SNDK$WDC$UNP$TXN
$233M
99 positions
#6Maltin Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$SNDK$DOV
$299M
146 positions
#7White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$IAU$AMGN$ASML$PM
$802M
151 positions
#8Ackerman Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$DOV$UNP$TXN
$497M
120 positions
#9Pacific Park Financial, Inc.Active
Notable overlap · 3 shared positions
$IAU$AMGN$DOV
$172M
77 positions
#10FDx Advisors, Inc.Passive
Notable overlap · 4 shared positions
$IAU$WDC$ASML$PM
$332M
179 positions
#11JMAC ENTERPRISES LLCActive
Notable overlap · 4 shared positions
$IAU$AMGN$UNP$PEP
$593M
122 positions
#12Bigelow Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$SBUX$PEP$TXN
$276M
157 positions
#13Forza Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$AMGN$TRV
$326M
194 positions
#14Red Mountain Financial, LLCPassive
Notable overlap · 4 shared positions
$IAU$UNP$AMGN$DOV
$119M
82 positions
#15Shah Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$DOV$PM$PEP
$433M
79 positions
#16CPA Asset Management LLCActive
Notable overlap · 4 shared positions
$IAU$AMGN$PEP$ASML
$347M
97 positions
#17Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$DOV$UNP
$829M
163 positions
#18CADINHA & CO LLCActive
Notable overlap · 3 shared positions
$IAU$AMGN$UNP
$675M
107 positions
#19AlTi Global, Inc.Active
Notable overlap · 5 shared positions
$IAU$PEP$CME$PM$AMGN
$4.8B
505 positions
#20Martin Capital Partners, LLCPassive
Some overlap · 10 shared positions
$AMGN$ASML$CME$UNP$TTE$CFR
$272M
72 positions
#21Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$IAU$DOV$PM
$637M
125 positions
#22CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$WDC$AMGN
$541M
191 positions
#23Cogent Private Wealth, Inc.Passive
Some overlap · 3 shared positions
$IAU$WDC$DOV
$160M
117 positions
#24MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$IAU$DOV$TRV$PM
$130M
80 positions
#25MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 4 shared positions
$IAU$PM$TXN$AMGN
$1.4B
144 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.