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 Richmond Brothers,

13F Portfolio OverlapQ1 2026Richmond Brothers, portfolio →

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Most similar hedge funds by 13F overlap

Richmond Brothers, Inc. is an institutional investor managing $150M across 36 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 Richmond Brothers, are Beacon ,, Wheelhouse Advisory Group, Marotta Asset, with shared positions in $MAR, $HSY, $SCHW, $SNOW, $AGQ. The full ranking of 25 similar funds is below.

#1Beacon Capital Management, Inc.Active

Substantial overlap · 5 shared positions

$MAR $HSY $SCHW $SNOW $AGQ

$1.8B

57 positions

#2Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$MAR $HSY $SNOW

$302M

51 positions

#3Marotta Asset ManagementActive

Notable overlap · 3 shared positions

$MAR $SNOW $SCHW

$543M

103 positions

#4RCW Management, LLCPassive

Notable overlap · 3 shared positions

$MAR $HSY $SCHW

$98M

68 positions

#5PGIM Custom Harvest LLCActive

Notable overlap · 4 shared positions

$MAR $HSY $SCHW $AGQ

$6.4B

276 positions

#6Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SCHW $SNOW $MAR

$335M

104 positions

#7Prairiewood Capital, LLCActive

Notable overlap · 3 shared positions

$SCHW $SNOW $MAR

$346M

77 positions

#8KRM WEALTH MANAGEMENT L.L.C.Smart money

Notable overlap · 3 shared positions

$SCHW $SNOW $MAR

$192M

43 positions

#9Northeast Financial Group, Inc.Active

Notable overlap · 3 shared positions

$SCHW $SNOW $HSY

$404M

90 positions

#10Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$SNOW $SCHW $HSY

$313M

119 positions

#11Financial Freedom, LLCPassive

Notable overlap · 3 shared positions

$MAR $HSY $SCHW

$201M

426 positions

#12Allodium Investment Consultants, LLCActive

Notable overlap · 3 shared positions

$SCHW $AGQ $SNOW

$209M

52 positions

#13North Forty Two & Co.Passive

Notable overlap · 3 shared positions

$HSY $SNOW $MAR

$108M

97 positions

#14O'ROURKE & COMPANY, IncPassive

Notable overlap · 4 shared positions

$SNOW $AGQ $HSY $SCHW

$253M

171 positions

#15Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SNOW $MAR $SCHW

$745M

219 positions

#16Madden Advisory Services, Inc.Passive

Notable overlap · 4 shared positions

$MAR $HSY $SCHW $SNOW

$254M

108 positions

#17Enclave Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $MAR $AGQ

$729M

132 positions

#18Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $AGQ $SCHW

$950M

192 positions

#19ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 3 shared positions

$MAR $SNOW $AGQ

$138M

59 positions

#20AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$MAR $SCHW $HSY

$445M

77 positions

#21Silicon Valley Capital PartnersActive

Notable overlap · 3 shared positions

$MAR $SCHW $SNOW

$1.0B

454 positions

#22HARBOR INVESTMENT ADVISORY, LLCPassive

Notable overlap · 3 shared positions

$MAR $SCHW $SNOW

$1.3B

1,233 positions

#23Praetorian Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$MAR $SCHW $HSY

$526M

77 positions

#24PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$MAR $HSY $SCHW

$338M

107 positions

#25PURE PORTFOLIOS HOLDINGS LLC

Some overlap · 3 shared positions

$SNOW $AGQ $SCHW

$332M

104 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.