How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Royal Wealth

13F Portfolio OverlapQ2 2026Royal Wealth portfolio →

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Most similar hedge funds by 13F overlap

Royal Capital Wealth Management, LLC is an institutional investor managing $178M across 101 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 Royal Wealth are Walsky Investment, First Fiduciary Investment Counsel, Triangle Securities Wealth, with shared positions in $MCD, $ADP, $WFC, $LOW, $AMGN, $NEE. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Some overlap · 9 shared positions

$MCD $ADP $WFC $LOW $AMGN $NEE

$108M

52 positions

#2First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 7 shared positions

$BX $MCD $LOW $AMGN $NEE $PM

$529M

75 positions

#3Triangle Securities Wealth ManagementPassive

Some overlap · 7 shared positions

$BX $WFC $LOW $AMGN $NEE $PEP

$504M

213 positions

#4Somerset Trust CoPassive

Some overlap · 7 shared positions

$MCD $ADP $LOW $AMGN $NEE $PEP

$354M

186 positions

#5Somerset Group LLCActive

Some overlap · 7 shared positions

$BX $WFC $MCD $NEE $PEP $LNG

$142M

58 positions

#6First Long Island Investors, LLCActive

Some overlap · 7 shared positions

$MCD $ADP $LOW $AMGN $NEE $PEP

$1.4B

73 positions

#7Accretive Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$MCD $BX $ADP $CME $WFC $PM

$412M

181 positions

#8KCM INVESTMENT ADVISORS LLCActive

Some overlap · 6 shared positions

$BX $ADP $MCD $WFC $AMGN $NEE

$3.4B

400 positions

#9J. Safra Sarasin Holding AGPassive

Some overlap · 7 shared positions

$MCD $ADP $CME $AMGN $PEP $EMR

$7.0B

799 positions

#10Slagle Financial, LLCPassive

Some overlap · 7 shared positions

$MCD $WFC $LOW $AMGN $NEE $PEP

$334M

127 positions

#11VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 6 shared positions

$BX $MCD $AMGN $PEP $LOW $EMR

$201M

57 positions

#12InvesTrustPassive

Some overlap · 7 shared positions

$MCD $ADP $WFC $PEP $NUE $EMR

$260M

95 positions

#13FARMERS TRUST CO

Some overlap · 7 shared positions

$MCD $CME $NEE $PEP $LNG $NUE

$637M

203 positions

#14MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 7 shared positions

$ADP $WFC $LOW $AMGN $NEE $PEP

$1.2B

106 positions

#15Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$BX $MCD $WFC $AMGN $NEE

$223M

81 positions

#16Kennebec Savings BankPassive

Some overlap · 6 shared positions

$MCD $BX $ADP $NEE $PEP $PM

$125M

284 positions

#17Beaumont Asset Management, L.L.C.Smart money

Some overlap · 6 shared positions

$BX $MCD $AMGN $EMR $TXN $ADP

$257M

79 positions

#18LMG Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$MCD $ADP $WFC $LOW $PEP $EMR

$626M

166 positions

#19Community Bank & Trust, Waco, TexasActive

Some overlap · 5 shared positions

$BX $MCD $LOW $AMGN $PEP

$555M

168 positions

#20FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$BX $MCD $AMGN $NEE $PEP

$5.3B

210 positions

#21Financial & Tax Architects, LLCPassive

Some overlap · 6 shared positions

$MCD $ADP $LOW $NEE $PEP $EMR

$474M

110 positions

#22BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$MCD $ADP $LOW $AMGN $PEP $TXN

$346M

113 positions

#23Andrews Advisory Associates, LLCActive

Some overlap · 6 shared positions

$MCD $ADP $LOW $NEE $PEP $TXN

$208M

86 positions

#24ACIMA PRIVATE WEALTH, LLCActive

Some overlap · 6 shared positions

$MCD $ADP $LOW $AMGN $PEP $TXN

$344M

173 positions

#25Harbour Trust & Investment Management CoActive

Some overlap · 5 shared positions

$BX $MCD $LOW $NEE $PEP

$1.0B

160 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.