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 Rubicon Advisors, GP

13F Portfolio OverlapQ3 2026Rubicon Advisors, GP portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Rubicon Advisors, GP is an institutional investor managing $144M across 89 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 Rubicon Advisors, GP are CERTIOR FINANCIAL GROUP, Onyx Bridge Wealth Group, Blue Sky Consultants Group, with shared positions in $BAH, $ED, $PLTR, $MO, $SPCX, $BN. The full ranking of 25 similar funds is below.

#1CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$BAH $ED $PLTR

$184M

143 positions

#2Onyx Bridge Wealth Group LLCPassive

Some overlap · 4 shared positions

$BAH $PLTR $ED $MO

$1.1B

404 positions

#3Blue Sky Capital Consultants Group, Inc.Active

Some overlap · 4 shared positions

$SPCX $BN $PLTR $MELI

$239M

79 positions

#4SARD WEALTH MANAGEMENT GROUP, LLCActive

Some overlap · 3 shared positions

$BAH $ED $PLTR

$250M

65 positions

#5Nikko Asset Management Americas, Inc.Passive

Some overlap · 4 shared positions

$SPCX $SHOP $PLTR $MELI

$7.7B

276 positions

#6QUANTUM FINANCIAL PARTNERS LLCPassive

Some overlap · 3 shared positions

$BAH $PLTR $MO

$194M

152 positions

#7Paragon Advisors, LLCSmart money

Some overlap · 3 shared positions

$BAH $MELI $PLTR

$476M

77 positions

#8Garden State Investment Advisory Services LLCPassive

Slight overlap · 3 shared positions

$BAH $PLTR $SHOP

$553M

365 positions

#9Bellecapital International Ltd.Passive

Slight overlap · 4 shared positions

$BN $SHOP $MELI $MO

$683M

131 positions

#10Hyperion Asset Management LtdActive

Slight overlap · 3 shared positions

$SPCX $BROS $PLTR

$3.7B

20 positions

#11IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive

Slight overlap · 3 shared positions

$SPCX $SHOP $PLTR

$1.6B

289 positions

#12ARK Investment Management LLCActive

Slight overlap · 3 shared positions

$SPCX $SHOP $PLTR

$15.4B

191 positions

#13Privium Fund Management B.V.Active

Slight overlap · 3 shared positions

$SPCX $SHOP $PLTR

$544M

61 positions

#14SANDS CAPITAL MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$SPCX $SHOP $MELI

$26.9B

71 positions

#15BAILLIE GIFFORD & COActive

Slight overlap · 3 shared positions

$SPCX $SHOP $MELI

$110.2B

273 positions

#16United Advisor Group, LLCPassive

Slight overlap · 4 shared positions

$BAH $PLTR $SHOP $MO

$948M

544 positions

#17CAP Partners, LLCPassive

Slight overlap · 4 shared positions

$SHOP $MELI $MO $PLTR

$218M

169 positions

#18V2 Financial group LLCSmart money

Slight overlap · 3 shared positions

$BAH $PLTR $MO

$268M

123 positions

#19ExodusPoint Capital Management, LPPassive

Slight overlap · 3 shared positions

$SPCX $SHOP $ZM

$15.5B

1,510 positions

#20KRAEMATON INVESTMENT ADVISORS, INCPassive

Slight overlap · 3 shared positions

$ED $BN $PLTR

$134M

103 positions

#21Alpha Wealth Funds, LLCActive

Slight overlap · 4 shared positions

$ROK $PLTR $MELI $SPCX

$183M

63 positions

#22Hudson Bay Capital Management LPPassive

Slight overlap · 3 shared positions

$SPCX $PLTR $SHOP

$36.8B

1,335 positions

#23MADDEN SECURITIES CorpPassive

Slight overlap · 3 shared positions

$SPCX $PLTR $MO

$378M

343 positions

#24NATIONAL BANK OF CANADA /FI/Passive

Slight overlap · 3 shared positions

$BN $SHOP $PLTR

$139.8B

3,116 positions

#25ONTARIO TEACHERS PENSION PLAN BOARDSmart money

Slight overlap · 3 shared positions

$SPCX $ED $ROK

$15.8B

60 positions

Compare Rubicon Advisors, GP’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 Rubicon Advisors, GP’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.