What hedge funds are most similar to Royal Fund Management, LLC?

The funds with the most similar 13F portfolios to Royal Fund Management, LLC are GFG, Laurion, Blackston Financial Advisory Group, based on overlapping conviction holdings in the latest SEC filings.

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 Fund

13F Portfolio OverlapQ3 2026Royal Fund portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Royal Fund Management, LLC is an institutional investor managing $1.3B across 286 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 Royal Fund are GFG, Laurion, Blackston Financial Advisory Group, with shared positions in $DELL, $HOOD, $QCOM, $CRWD, $UBER, $BX. The full ranking of 25 similar funds is below.

#1GFG Capital, LLCPassive

Some overlap · 6 shared positions

$DELL $HOOD $QCOM $CRWD $UBER $BX

$381M

89 positions

#2Laurion Capital Management LPPassive

Some overlap · 6 shared positions

$DELL $HOOD $QCOM $DDOG $DLR $VRT

$3.9B

420 positions

#3Blackston Financial Advisory Group, LLCActive

Some overlap · 7 shared positions

$CVS $MMM $DRI $LAMR $GRMN $OKE

$177M

106 positions

#4FLOYD FINANCIAL GROUP LLCActive

Some overlap · 6 shared positions

$QCOM $HOOD $UBER $VRT $OKE $SBUX

$153M

65 positions

#5Hudson Value Partners, LLCPassive

Some overlap · 5 shared positions

$DELL $QCOM $AMGN $CRWD $OKE

$399M

113 positions

#6Palouse Capital Management, Inc.Passive

Some overlap · 5 shared positions

$DELL $QCOM $CVS $LAMR $OKE

$160M

124 positions

#7Bulltick Wealth Management, LLCPassive

Some overlap · 6 shared positions

$DELL $UBER $VRT $BX $SBUX $KMB

$490M

134 positions

#8Argyle Capital Management, LLCPassive

Some overlap · 5 shared positions

$DELL $AMGN $PSX $MMM $CVS

$347M

138 positions

#9RHODES INVESTMENT ADVISORS INC /ADVPassive

Some overlap · 5 shared positions

$DELL $CRWD $HOOD $SBUX $UBER

$141M

124 positions

#10OPINICUS CAPITAL, INC.Passive

Some overlap · 5 shared positions

$DELL $QCOM $CRWD $BX $VRT

$187M

105 positions

#11Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$HOOD $CRWD $DDOG $UBER $VRT

$115M

89 positions

#12Quantum Private Wealth, LLCPassive

Some overlap · 5 shared positions

$DELL $CRWD $QCOM $VRT $DDOG

$391M

164 positions

#13PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$DELL $CRWD $DDOG $CVS $VRT

$389M

77 positions

#14Galaxy Digital Capital Management GP LLCPassive

Some overlap · 5 shared positions

$HOOD $CRWD $DDOG $DLR $VRT

$206M

67 positions

#15Nicholas Wealth, LLC.Passive

Some overlap · 4 shared positions

$DELL $HOOD $CRWD $AMGN

$192M

129 positions

#16JACOBS & CO/CAPassive

Some overlap · 5 shared positions

$QCOM $CRWD $AMGN $UBER $SBUX

$1.2B

132 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$QCOM $PSX $AMGN $DRI $BX

$203M

58 positions

#18Werlinich Asset Management, LLCActive

Some overlap · 5 shared positions

$DELL $VRT $BX $CRWD $DLR

$258M

57 positions

#19Mirador Capital Partners LPPassive

Some overlap · 5 shared positions

$DELL $PSX $UBER $BX $CRWD

$859M

224 positions

#20BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$QCOM $AMGN $CRWD $LAMR $SBUX

$504M

136 positions

#21Global Wealth Management Investment Advisory, Inc.Passive

Some overlap · 5 shared positions

$CRWD $AMGN $CVS $KMB $DLR

$703M

160 positions

#22Argyle Capital Partners, LLCPassive

Some overlap · 5 shared positions

$QCOM $CRWD $AMGN $OKE $PSX

$162M

175 positions

#23Foster Victor Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$QCOM $DELL $AMGN $GRMN $OKE

$2.0B

266 positions

#24Retireful, LLCPassive

Some overlap · 4 shared positions

$DELL $CRWD $DDOG $VRT

$116M

86 positions

#25Alan B. Lancz & Associates, Inc.Passive

Some overlap · 6 shared positions

$QCOM $AMGN $DELL $UBER $NEM $OKE

$115M

138 positions

Compare Royal Fund’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Royal Fund’s holdings

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.