Hedge Funds Similar to ROMAN BUTLER FULLERTON

13F Portfolio OverlapQ3 2026ROMAN BUTLER FULLERTON portfolio →

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Most similar hedge funds by 13F overlap

ROMAN BUTLER FULLERTON & CO is an institutional investor managing $436M across 278 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 ROMAN BUTLER FULLERTON are BankChampaign, National Association, CVFG, Strengthening Families & Communities, with shared positions in $ANET, $HWM, $CRS, $PH, $VLO, $NUV. The full ranking of 25 similar funds is below.

#1BankChampaign, National AssociationPassive

Some overlap · 4 shared positions

$ANET $HWM $CRS $PH

$120M

202 positions

#2CVFG LLCPassive

Some overlap · 4 shared positions

$ANET $HWM $CRS $PH

$952M

250 positions

#3Strengthening Families & Communities, LLCPassive

Some overlap · 4 shared positions

$HWM $ANET $CRS $PH

$459M

731 positions

#4Longbow Finance SAPassive

Some overlap · 4 shared positions

$ANET $HWM $VLO $PH

$782M

59 positions

#5Whitaker-Myers Wealth Managers, LTD.Active

Some overlap · 4 shared positions

$ANET $CRS $PH $NUV

$614M

123 positions

#6Shaker Financial Services, LLCPassive

Slight overlap · 3 shared positions

$303M

144 positions

#7PMG Family Office LLCActive

Slight overlap · 3 shared positions

$108M

112 positions

#8Mezzasalma Advisors, LLCPassive

Slight overlap · 3 shared positions

$ANET $HWM $CRS

$493M

159 positions

#9Winslow Capital Management, LLCActive

Slight overlap · 3 shared positions

$29.1B

66 positions

#10CONGRESS ASSET MANAGEMENT CO /MAPassive

Slight overlap · 3 shared positions

$15.4B

406 positions

#11MARIETTA INVESTMENT PARTNERS LLCPassive

Slight overlap · 3 shared positions

$582M

170 positions

#12Veracity Capital LLCPassive

Slight overlap · 3 shared positions

$ANET $CRS $HWM

$372M

222 positions

#13Legacy Bridge, LLCPassive

Slight overlap · 3 shared positions

$324M

322 positions

#14Moran Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$3.6B

500 positions

#15DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active

Slight overlap · 3 shared positions

$2.4B

236 positions

#16Transamerica Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$1.2B

2,188 positions

#17ODDO BHF ASSET MANAGEMENT SASPassive

Slight overlap · 3 shared positions

$ANET $HWM $DDOG

$2.2B

253 positions

#18Geneva Partners, LLCPassive

Slight overlap · 3 shared positions

$334M

81 positions

#19Sidoxia Capital Management, LLCPassive

Slight overlap · 3 shared positions

$ANET $PH $POWL

$136M

88 positions

#20Munich Reinsurance Co Stock Corp in MunichActive

Slight overlap · 3 shared positions

$ANET $HWM $NDAQ

$4.6B

164 positions

#21CHAPIN DAVIS, INC.Passive

Slight overlap · 3 shared positions

$HWM $VLO $DDOG

$520M

258 positions

#22COOKSON PEIRCE & CO INCPassive

Slight overlap · 3 shared positions

$HWM $VLO $DDOG

$3.0B

317 positions

#23TREMBLANT CAPITAL GROUPActive

Slight overlap · 3 shared positions

$HWM $VLO $DDOG

$3.5B

58 positions

#24TABR Capital Management, LLCActive

Slight overlap · 3 shared positions

$136M

59 positions

#25LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$320M

82 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.