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 RWA WEALTH PARTNERS

13F Portfolio OverlapQ2 2026RWA WEALTH PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

RWA WEALTH PARTNERS, LLC is an institutional investor managing $10.4B across 645 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 RWA WEALTH PARTNERS are Stokes Advisors, Minot DeBlois Advisors, Banco de Sabadell, S.A, with shared positions in $TJX, $AXP, $NEE, $MCD, $LIN, $UNP. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Notable overlap · 9 shared positions

$TJX $AXP $NEE $MCD $LIN $UNP

$467M

118 positions

#2Minot DeBlois Advisors LLCPassive

Notable overlap · 8 shared positions

$ASML $TJX $AXP $NEE $UNP $CB

$116M

240 positions

#3Banco de Sabadell, S.APassive

Notable overlap · 8 shared positions

$ASML $TJX $NEE $MCD $UNP $BLK

$170M

61 positions

#4FULTON BREAKEFIELD BROENNIMAN LLCPassive

Notable overlap · 7 shared positions

$ASML $TJX $AXP $NEE $MCD $LIN

$1.7B

208 positions

#5Miller Capital Partners, Inc.Active

Notable overlap · 8 shared positions

$ASML $KLAC $AXP $MCD $LIN $ETN

$257M

258 positions

#6Blue Chip Partners, LLCActive

Some overlap · 7 shared positions

$ASML $TJX $KLAC $NEE $BLK $ETN

$1.6B

184 positions

#7BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 8 shared positions

$TJX $KLAC $MCD $LIN $CB $UNP

$1.7B

401 positions

#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ASML $TJX $NEE $LIN $CB $ETN

$8.0B

1,334 positions

#9DAVIS R M INCActive

Some overlap · 7 shared positions

$ASML $TJX $NEE $LIN $CB $ETN

$6.3B

280 positions

#10Community Financial Services Group, LLCPassive

Some overlap · 8 shared positions

$KLAC $NEE $AXP $LIN $BLK $MCD

$686M

532 positions

#11HOWE & RUSLING INCPassive

Some overlap · 7 shared positions

$TJX $KLAC $ASML $NEE $MCD $UNP

$1.7B

479 positions

#12EASTERN BANKPassive

Some overlap · 8 shared positions

$KLAC $NEE $UNP $LIN $AXP $BLK

$6.5B

1,038 positions

#13Stonebridge Financial Group, LLCPassive

Some overlap · 8 shared positions

$NEE $MCD $AXP $LIN $CB $BLK

$1.3B

275 positions

#14Berkshire BankActive

Some overlap · 8 shared positions

$TJX $NEE $UNP $CB $BLK $AXP

$524M

160 positions

#15NORRIS PERNE & FRENCH LLP/MIActive

Some overlap · 8 shared positions

$KLAC $TJX $LIN $UNP $ETN $ABT

$1.7B

147 positions

#16NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 7 shared positions

$ASML $NEE $TJX $UNP $MCD $DHR

$2.7B

200 positions

#17NIXON PEABODY TRUST COActive

Some overlap · 7 shared positions

$ASML $TJX $NEE $BLK $ETN $DHR

$1.4B

177 positions

#18ST GERMAIN D J CO INCPassive

Some overlap · 7 shared positions

$ASML $NEE $TJX $CB $BLK $ETN

$2.8B

914 positions

#19ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 6 shared positions

$ASML $AXP $TJX $MCD $CB $SYK

$1.9B

88 positions

#20Smith, Salley & AssociatesPassive

Some overlap · 6 shared positions

$ASML $TJX $NEE $LIN $UNP $ABT

$2.3B

275 positions

#21Michael Brady & Co., LLCActive

Some overlap · 7 shared positions

$TJX $AXP $MCD $UNP $ETN $ABT

$113M

58 positions

#22Destination Wealth ManagementPassive

Some overlap · 6 shared positions

$ASML $TJX $AXP $MCD $ABT $SYK

$4.3B

344 positions

#23Sandro Wealth Management LLCPassive

Some overlap · 6 shared positions

$ASML $TJX $NEE $MCD $KLAC $LIN

$138M

103 positions

#24Liberty Capital Management, Inc.Passive

Some overlap · 7 shared positions

$ASML $MCD $CB $BLK $ABT $DHR

$582M

184 positions

#25COUNTRY TRUST BANKActive

Some overlap · 6 shared positions

$ASML $AXP $LIN $CB $BLK $NEE

$5.7B

628 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.