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Hedge Funds Similar to Ramiah Investment Group

13F Portfolio OverlapQ1 2026Ramiah Investment Group portfolio →
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Most similar hedge funds by 13F overlap

Ramiah Investment Group is an institutional investor managing $131M across 79 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 Ramiah Investment Group are Luminvest Wealth, Gladwyn Financial Advisors,, WestEnd Advisors,, with shared positions in $MKL, $USB, $COP, $AFRM, $RF, $BHK. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$MKL$USB$COP
$382M
55 positions
#2Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$MKL$USB$COP
$160M
82 positions
#3WestEnd Advisors, LLCActive
Notable overlap · 3 shared positions
$MKL$COP$USB
$4.1B
391 positions
#4STONE LOFT WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$MKL$USB$COP
$140M
29 positions
#5MilWealth Group LLCSmart money
Notable overlap · 4 shared positions
$MKL$USB$AFRM$COP
$420M
81 positions
#6Topsail Wealth Management, LLCActive
Notable overlap · 3 shared positions
$MKL$USB$COP
$678M
294 positions
#7PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Notable overlap · 3 shared positions
$MKL$USB$COP
$1.6B
236 positions
#8Hegarty Advisors, LLCActive
Notable overlap · 3 shared positions
$MKL$COP$USB
$127M
57 positions
#9Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$MKL$COP$AFRM
$161M
47 positions
#10Firestone Capital ManagementPassive
Notable overlap · 3 shared positions
$MKL$COP$USB
$480M
160 positions
#11FIDUCIARY ADVISORS, INC.Active
Notable overlap · 3 shared positions
$MKL$COP$USB
$133M
121 positions
#12Berkeley Capital Partners, LLCActive
Notable overlap · 3 shared positions
$MKL$USB$COP
$431M
184 positions
#13FC Advisory LLCActive
Notable overlap · 4 shared positions
$MKL$USB$COP$AFRM
$342M
115 positions
#14Stonebridge Capital Advisors LLCPassive
Notable overlap · 3 shared positions
$USB$MKL$COP
$1.4B
211 positions
#15CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$MKL$RF$COP
$648M
134 positions
#16Farrell Financial LLCPassive
Some overlap · 4 shared positions
$USB$COP$AFRM$MKL
$167M
76 positions
#17Foundation Wealth Management, LLC\PAActive
Some overlap · 3 shared positions
$USB$COP$MKL
$284M
91 positions
#18DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$MKL$USB$COP
$21.8B
112 positions
#19Sightline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MKL$COP$USB
$236M
91 positions
#20Pinnacle Financial Group, LLC / ILPassive
Some overlap · 3 shared positions
$MKL$USB$AFRM
$365M
111 positions
#21White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$USB$COP$AFRM$MKL
$721M
145 positions
#22Valley Financial Group, Inc.Active
Some overlap · 3 shared positions
$MKL$COP$BHK
$185M
63 positions
#23LFA - Lugano Financial Advisors SAActive
Some overlap · 5 shared positions
$USB$COP$AFRM$RF$MKL
$197M
223 positions
#24ACTION POINT FINANCIAL PLANNING, LLCActive
Some overlap · 3 shared positions
$USB$COP$AFRM
$112M
69 positions
#25Fortress Financial Solutions, LLCActive
Some overlap · 3 shared positions
$USB$COP$MKL
$96M
56 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.