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 Harbor Partners

13F Portfolio OverlapQ2 2026Royal Harbor Partners portfolio →

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Most similar hedge funds by 13F overlap

Royal Harbor Partners, LLC is an institutional investor managing $323M across 56 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 Harbor Partners are Collaborative Wealth Managment, Hollow Brook Wealth, Bangor Savings Bank, with shared positions in $GLDM, $MCD, $EPD, $OKE, $PWR, $BA. The full ranking of 25 similar funds is below.

#1Collaborative Wealth Managment Inc.Active

Notable overlap · 4 shared positions

$GLDM $MCD $EPD $OKE

$238M

170 positions

#2Hollow Brook Wealth Management LLCActive

Notable overlap · 4 shared positions

$GLDM $EPD $PWR $MCD

$504M

78 positions

#3Bangor Savings BankActive

Notable overlap · 3 shared positions

$GLDM $MCD $BA

$1.4B

543 positions

#4Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 3 shared positions

$GLDM $MCD $OKE

$530M

235 positions

#5American National Bank of TexasActive

Some overlap · 3 shared positions

$GLDM $MCD $PWR

$110M

56 positions

#6GOULD ASSET MANAGEMENT LLC /CA/Smart money

Some overlap · 4 shared positions

$GLDM $OKE $MCD $EPD

$635M

176 positions

#7Gradient Investments LLCPassive

Some overlap · 3 shared positions

$GLDM $MCD $PWR

$7.2B

448 positions

#8Paladin Wealth, LLCPassive

Some overlap · 3 shared positions

$GLDM $MCD $PWR

$172M

134 positions

#9Financial Network Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$MCD $GLDM $BA

$99M

858 positions

#104WEALTH ADVISORS, INC.Passive

Some overlap · 3 shared positions

$MCD $GLDM $BA

$130M

151 positions

#11Brown Financial AdvisorsPassive

Some overlap · 3 shared positions

$GLDM $MCD $PWR

$286M

212 positions

#12PROMETHIUM ADVISORS,LLCPassive

Some overlap · 4 shared positions

$MCD $EPD $BA $PWR

$208M

122 positions

#13Americana Partners, LLCPassive

Some overlap · 5 shared positions

$EPD $BA $MCD $MPLX $OKE

$4.4B

596 positions

#14Pinnacle West Asset Management, Inc.Passive

Some overlap · 4 shared positions

$MCD $EPD $BA $OKE

$145M

104 positions

#15InvesTrustPassive

Some overlap · 3 shared positions

$MCD $BA $OKE

$260M

95 positions

#16Cambridge Financial Group, Inc.Active

Some overlap · 3 shared positions

$MCD $BA $OKE

$287M

33 positions

#17OUTFITTERS FINANCIAL LLCPassive

Some overlap · 4 shared positions

$MCD $EPD $MPLX $OKE

$143M

80 positions

#18HUTNER CAPITAL MANAGEMENT INCActive

Slight overlap · 3 shared positions

$MCD $EPD $OKE

$252M

43 positions

#19Smart Portfolios, LLC

Slight overlap · 3 shared positions

$MCD $BA $OKE

$100M

99 positions

#20BETO FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$MCD $EPD $BA

$190M

154 positions

#21Advantage Trust CoActive

Slight overlap · 3 shared positions

$MCD $OKE $BA

$284M

197 positions

#22Oxbow Advisors, LLCPassive

Slight overlap · 4 shared positions

$EPD $MCD $BA $MPLX

$1.2B

265 positions

#23Pinnacle Holdings, LLCPassive

Slight overlap · 4 shared positions

$MCD $EPD $MPLX $OKE

$324M

237 positions

#24MILLER HOWARD INVESTMENTS INC /NYActive

Slight overlap · 3 shared positions

$MCD $EPD $MPLX

$3.8B

152 positions

#25ABNER HERRMAN & BROCK LLCActive

Slight overlap · 3 shared positions

$MCD $BA $PWR

$1.1B

111 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.