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Hedge Funds Similar to ROMANO BROTHERS AND COMPANY

13F Portfolio OverlapQ2 2026ROMANO BROTHERS AND COMPANY portfolio →
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Most similar hedge funds by 13F overlap

ROMANO BROTHERS AND COMPANY is an institutional investor managing $994M across 331 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 ROMANO BROTHERS AND COMPANY are Genus, TOEWS, PATTON FUND, with shared positions in $DELL, $BMO, $GLW, $WDC, $C, $STX. The full ranking of 25 similar funds is below.

#1Genus Capital Management Inc.Passive
Some overlap · 7 shared positions
$DELL$BMO$GLW$WDC$C$STX
$1.0B
204 positions
#2TOEWS CORP /ADVActive
Some overlap · 7 shared positions
$GLW$ETN$WDC$C$STX$DELL
$686M
151 positions
#3PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$DELL$SNDK$GLW$WDC$STX$CVS
$462M
86 positions
#4Retireful, LLCPassive
Some overlap · 6 shared positions
$DELL$SNDK$GLW$WDC$STX$CMI
$107M
81 positions
#5Alpha Financial Advisors, LLCActive
Some overlap · 6 shared positions
$DELL$SNDK$GLW$WDC$STX$CVS
$382M
114 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$DUK$GLW$ETN$STX$AMGN$CMI
$239M
126 positions
#7Williamson Legacy Group, LLCPassive
Some overlap · 6 shared positions
$SNDK$GLW$WDC$C$STX$CMI
$201M
75 positions
#8Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$DUK$GLW$OHI$AMGN$AEP$CMI
$397M
167 positions
#9GODSEY & GIBB, INCPassive
Some overlap · 6 shared positions
$DUK$GLW$ETN$AMGN$AEP$UPS
$1.2B
383 positions
#10Eliot Finkel Investment Counsel, LLCActive
Some overlap · 6 shared positions
$DUK$GLW$ETN$AMGN$AEP$UPS
$214M
33 positions
#11Providence First Trust CoPassive
Some overlap · 6 shared positions
$SNDK$GLW$WDC$FDX$AEP$CMI
$358M
196 positions
#12VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 5 shared positions
$CACI$DELL$GLW$STX$AMGN
$1.7B
345 positions
#13Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$DELL$SNDK$GLW$WDC$STX
$147M
69 positions
#14VMS Asset Management LimitedPassive
Some overlap · 5 shared positions
$DELL$SNDK$GLW$WDC$STX
$315M
33 positions
#15Stone Wealth PartnersActive
Some overlap · 5 shared positions
$DELL$SNDK$GLW$WDC$STX
$137M
63 positions
#16Fedenia Advisers LLCPassive
Some overlap · 5 shared positions
$DELL$SNDK$GLW$WDC$STX
$421M
459 positions
#17Bellwether Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$SNDK$GLW$WDC$STX
$675M
167 positions
#18Park Capital Management, LLC / WIPassive
Some overlap · 5 shared positions
$DELL$SNDK$GLW$WDC$STX
$170M
161 positions
#19GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$GLW$C$AMGN$DUK$ETN$STX
$3.0B
213 positions
#20Ellsworth Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$DUK$ETN$AMGN$AEP
$609M
182 positions
#21LEUTHOLD GROUP, LLCPassive
Some overlap · 5 shared positions
$DELL$FDX$C$AMGN$UPS
$995M
237 positions
#22Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$DELL$ETN$WDC$C$AMGN
$187M
50 positions
#23Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$DELL$GLW$ETN$AMGN$DLR
$345M
576 positions
#24SEEDS INVESTOR LLCPassive
Some overlap · 5 shared positions
$SNDK$GLW$WDC$STX$DELL
$973M
379 positions
#25Lineweaver Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$GLW$C$AMGN$DUK
$845M
182 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.