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Hedge Funds Similar to RiverGlades Family Offices

13F Portfolio OverlapQ1 2026RiverGlades Family Offices portfolio →
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Most similar hedge funds by 13F overlap

RiverGlades Family Offices LLC is an institutional investor managing $170M across 87 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 RiverGlades Family Offices are Yeomans Consulting Group,, GRAND WEALTH ,, Farrell Financial, with shared positions in $IAU, $DDOG, $USB, $KLAC, $EPD, $OKE. The full ranking of 25 similar funds is below.

#1Yeomans Consulting Group, Inc.
Notable overlap · 4 shared positions
$IAU$DDOG$USB$KLAC
$341M
113 positions
#2GRAND WEALTH MANAGEMENT, LLCSmart money
Some overlap · 5 shared positions
$IAU$DDOG$EPD$OKE$NOW
$212M
87 positions
#3Farrell Financial LLCPassive
Some overlap · 5 shared positions
$IAU$DDOG$USB$NOW$SCHW
$167M
76 positions
#4Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 6 shared positions
$IAU$DDOG$PM$AMAT$SCHW$NVS
$578M
118 positions
#5LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$USB$AMAT$SLB$PANW
$135M
83 positions
#6ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 3 shared positions
$IAU$DDOG$SLV
$156M
77 positions
#7ANDERSON HOAGLAND & COPassive
Some overlap · 4 shared positions
$IAU$DDOG$BAC$FIX
$1.2B
136 positions
#8Timonier Family Office, LTD.
Some overlap · 3 shared positions
$IAU$DDOG$USB
$315M
56 positions
#9Ackerman Capital Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$DDOG$DJP$ET
$488M
115 positions
#10MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 5 shared positions
$IAU$USB$SLV$PM$OKE
$1.3B
143 positions
#11Vannoy Advisory Group, Inc.Smart money
Some overlap · 3 shared positions
$IAU$DDOG$SCHW
$158M
28 positions
#12Oxbow Advisors, LLCActive
Some overlap · 6 shared positions
$IAU$EPD$SLV$AEM$AGI$ET
$1.2B
245 positions
#13Broussard Financial Group LLCActive
Some overlap · 4 shared positions
$IAU$USB$DDOG$SLV
$125M
29 positions
#14Mader & Shannon Wealth Management, Inc.Active
Some overlap · 3 shared positions
$IAU$USB$MPC
$216M
20 positions
#15Impact Investors, IncPassive
Some overlap · 5 shared positions
$IAU$AMAT$KLAC$USB$NOW
$144M
106 positions
#16Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$IAU$DDOG$SCHW
$337M
117 positions
#17WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$IAU$USB$SLV$SCHW
$508M
107 positions
#18New Harbor Financial Group, LLCActive
Some overlap · 4 shared positions
$IAU$USB$SLV$AEM
$567M
61 positions
#19Rather & Kittrell, Inc.Active
Some overlap · 4 shared positions
$IAU$USB$PM$BAC
$648M
113 positions
#20REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$USB$AJG$ET
$697M
218 positions
#21North Berkeley Wealth Management, LLCPassive
Some overlap · 5 shared positions
$IAU$AMAT$HUBB$NOW$SCHW
$189M
73 positions
#22Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$USB$PANW
$363M
117 positions
#23Independent Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$USB$AEM
$243M
90 positions
#24Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAU$USB$SLV
$459M
290 positions
#25American Investment Services, Inc.Active
Some overlap · 4 shared positions
$IAU$DDOG$USB$SCHW
$448M
132 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.