Hedge Funds Similar to Millburn Ridgefield /DE/

13F Portfolio OverlapQ1 2026Millburn Ridgefield /DE/ portfolio →

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Most similar hedge funds by 13F overlap

Millburn Ridgefield LLC /DE/ is an institutional investor managing $4.6B across 39 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Millburn Ridgefield /DE/ are David Kennon, Catalyst Advisors, BLUELINE ADVISORS, with shared positions in $SCHW, $WT, $RELX, $PSLV. The full ranking of 25 similar funds is below.

#1David Kennon IncSmart money

Some overlap · 3 shared positions

$SCHW $WT $RELX

$279M

41 positions

#2Catalyst Capital Advisors LLCActive

Some overlap · 4 shared positions

$SCHW $PSLV $WT $RELX

$5.4B

367 positions

#3BLUELINE ADVISORS LLCActive

Some overlap · 3 shared positions

$SCHW $WT $RELX

$129M

217 positions

#4OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$SCHW $WT $RELX

$1.9B

197 positions

#5REDW Wealth LLCActive

Some overlap · 3 shared positions

$SCHW $WT $RELX

$251M

99 positions

#6WESCAP Management Group, Inc.Active

Some overlap · 3 shared positions

$SCHW $WT $RELX

$508M

107 positions

#7Idaho Trust CoPassive

Slight overlap · 3 shared positions

$SCHW $PSLV $RELX

$308M

97 positions

#8Discipline Wealth Solutions, LLCActive

Slight overlap · 3 shared positions

$SCHW $WT $PSLV

$950M

192 positions

#9Kiker Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$SCHW $WT $PSLV

$209M

132 positions

#10Value Investment Professionals, LLCPassive

Slight overlap · 3 shared positions

$SCHW $PSLV $WT

$89M

81 positions

#11Elwood & Goetz Wealth Advisory Group, LLCActive

Slight overlap · 3 shared positions

$SCHW $WT $RELX

$589M

138 positions

#12J. Team Financial, Inc.Passive

Slight overlap · 3 shared positions

$SCHW $PSLV $WT

$89M

84 positions

#13ISLAY CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$SCHW $PSLV $WT

$197M

204 positions

#14Comprehensive Money Management Services LLCPassive

Slight overlap · 3 shared positions

$SCHW $WT $RELX

$152M

193 positions

#15WT Wealth ManagementPassive

Slight overlap · 3 shared positions

$SCHW $WT $RELX

$336M

138 positions

#16Meramec Financial Planners, LLCPassive

Slight overlap · 3 shared positions

$SCHW $WT $RELX

$252M

520 positions

#17Advocacy Wealth Management, LLCActive

Slight overlap · 3 shared positions

$SCHW $WT $RELX

$2.3B

143 positions

#18Geneos Wealth Management Inc.Passive

Slight overlap · 3 shared positions

$WT $PSLV $SCHW

$4.3B

2,465 positions

#19World Investment AdvisorsPassive

Slight overlap · 3 shared positions

$PSLV $SCHW $WT

$6.2B

1,572 positions

#20MJT & Associates Financial Advisory Group, Inc.Active

Slight overlap · 3 shared positions

$WT $SCHW $RELX

$136M

442 positions

#21Copia Wealth ManagementPassive

Slight overlap · 3 shared positions

$WT $PSLV $RELX

$146M

532 positions

#22WEALTHCARE CAPITAL MANAGEMENT LLCSmart money

Slight overlap · 3 shared positions

$PSLV $WT $SCHW

$1000M

94 positions

#23TWO SIGMA SECURITIES, LLCPassive

Slight overlap · 3 shared positions

$WT $RELX $SCHW

$861M

1,599 positions

#24NerdWallet Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$WT $SCHW $RELX

$229M

59 positions

#25Bulwark Capital CorpActive

Slight overlap · 3 shared positions

$WT $RELX $PSLV

$162M

100 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.