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Hedge Funds Similar to Richardson

13F Portfolio OverlapQ1 2026Richardson portfolio →
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Most similar hedge funds by 13F overlap

Richardson Capital Management LLC is an institutional investor managing $234M across 243 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 Richardson are Bulwark, Tripletail Wealth ,, Curran Financial Partners,, with shared positions in $OKE, $KKR, $WT, $GLDM, $HUM, $ALPS. The full ranking of 25 similar funds is below.

#1Bulwark Capital CorpActive
Some overlap · 6 shared positions
$OKE$KKR$WT$GLDM$HUM$ALPS
$162M
100 positions
#2Tripletail Wealth Management, LLCPassive
Some overlap · 4 shared positions
$OKE$KKR$REGN$IBM
$73M
255 positions
#3Curran Financial Partners, LLCActive
Some overlap · 5 shared positions
$OKE$KKR$WT$HUM$ARKO
$559M
127 positions
#4Blue Water Asset ManagementActive
Some overlap · 5 shared positions
$OKE$KKR$GLDM$ALPS$KO
$289M
103 positions
#5LeClair Wealth Partners LLCPassive
Some overlap · 5 shared positions
$OKE$KKR$GLDM$ALPS$KO
$289M
103 positions
#6COLLECTIVE FAMILY OFFICE LLCPassive
Some overlap · 4 shared positions
$OKE$KKR$GLDM$HUM
$489M
161 positions
#7Navigation Group, LLCActive
Some overlap · 3 shared positions
$OKE$KKR$REGN
$427M
113 positions
#8Founders Financial Alliance, LLCPassive
Some overlap · 4 shared positions
$OKE$KKR$WT$HON
$555M
735 positions
#9Embree Financial GroupPassive
Some overlap · 4 shared positions
$OKE$KKR$HUM$GD
$849M
265 positions
#10Leelyn Smith, LLCPassive
Some overlap · 4 shared positions
$OKE$KKR$HON$GD
$713M
154 positions
#11Navis Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$OKE$ARKO$WT$HUM
$196M
175 positions
#12Wolfstich Capital, LLCActive
Some overlap · 5 shared positions
$OKE$WT$IBM$HUM$KO
$114M
45 positions
#13Onyx Bridge Wealth Group LLCPassive
Some overlap · 5 shared positions
$OKE$KKR$REGN$WT$HUM
$930M
373 positions
#14Vertex Planning Partners, LLCActive
Some overlap · 4 shared positions
$OKE$WT$GLDM$REGN
$515M
135 positions
#15Vickerman Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$OKE$KKR$HON
$476M
94 positions
#16COWA, LLCActive
Some overlap · 4 shared positions
$OKE$WT$IBM$ALPS
$371M
158 positions
#17Miramar Capital, LLCPassive
Some overlap · 5 shared positions
$OKE$KKR$HUM$GD$FAST
$449M
56 positions
#18BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 4 shared positions
$OKE$ARKO$IBM$WT
$209M
103 positions
#19FOCUSED ALPHA, LLCPassive
Some overlap · 4 shared positions
$OKE$KKR$HUM$GILD
$324M
247 positions
#20Shore Point Advisors, LLCActive
Slight overlap · 4 shared positions
$OKE$WT$BITB$IBM
$253M
76 positions
#21SFE Investment CounselPassive
Slight overlap · 4 shared positions
$OKE$IBM$WSM$HON
$635M
143 positions
#22Innovative Wealth Building LLCActive
Slight overlap · 3 shared positions
$OKE$KKR$HUM
$142M
70 positions
#23Smallwood Wealth Investment Management, LLCActive
Slight overlap · 3 shared positions
$OKE$WT$IBM
$190M
527 positions
#241 NORTH WEALTH SERVICES LLCPassive
Slight overlap · 4 shared positions
$OKE$WT$ALPS$REGN
$277M
270 positions
#25IAG Wealth Partners, LLCPassive
Slight overlap · 4 shared positions
$OKE$WT$HUM$KO
$896M
509 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.