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Hedge Funds Similar to RITHOLTZ WEALTH

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

RITHOLTZ WEALTH MANAGEMENT is an institutional investor managing $5.8B across 1,191 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 RITHOLTZ WEALTH are Altrius, MACQUARIE GROUP LTD, Crossmark Global ,, with shared positions in $GILD, $NVS, $C, $MO, $PM, $VZ. The full ranking of 25 similar funds is below.

#1Altrius Capital Management IncPassive
Slight overlap · 6 shared positions
$GILD$NVS$C$MO$PM$VZ
$503M
87 positions
#2MACQUARIE GROUP LTDActive
Slight overlap · 6 shared positions
$GILD$C$IBIT$MCK$PM$VZ
$16.8B
813 positions
#3Crossmark Global Holdings, Inc.Passive
Slight overlap · 5 shared positions
$GILD$C$HSBC$WDC$VZ
$6.8B
1,234 positions
#4Optimist Retirement Group LLCActive
Slight overlap · 5 shared positions
$GILD$NVS$MO$PM$VZ
$227M
113 positions
#5CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Slight overlap · 5 shared positions
$GILD$NVS$MO$PM$VZ
$182M
106 positions
#6PARK CIRCLE CoActive
Slight overlap · 5 shared positions
$ORI$MO$PM$TRV$VZ
$108M
51 positions
#7Illinois Municipal Retirement FundPassive
Slight overlap · 5 shared positions
$GILD$MO$WDC$PM$VZ
$7.9B
1,127 positions
#8MILLER HOWARD INVESTMENTS INC /NYActive
Slight overlap · 4 shared positions
$ORI$GILD$C$VZ
$3.7B
138 positions
#9Cullen Capital Management, LLCActive
Slight overlap · 5 shared positions
$NVS$C$MO$PM$TRV
$9.8B
213 positions
#10HF Advisory Group, LLCPassive
Slight overlap · 5 shared positions
$GILD$MO$PM$VOD$VZ
$293M
166 positions
#11TCTC Holdings, LLCActive
Slight overlap · 4 shared positions
$ORI$NVS$MO$PM
$3.5B
220 positions
#12Bank & Trust CoPassive
Slight overlap · 4 shared positions
$ORI$C$TRV$VZ
$148M
304 positions
#13Tevis Investment ManagementPassive
Slight overlap · 5 shared positions
$C$PM$TRV$VOD$VZ
$176M
99 positions
#14Applied Capital LLC/FLActive
Slight overlap · 4 shared positions
$ORI$MO$PM$TRV
$212M
92 positions
#15O'SHAUGHNESSY ASSET MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$GILD$C$MO$VZ
$20.1B
2,651 positions
#16VIRGINIA RETIREMENT SYSTEMS ET Al
Slight overlap · 4 shared positions
$GILD$C$MO$VZ
$16.8B
949 positions
#17FUKOKU MUTUAL LIFE INSURANCE CoPassive
Slight overlap · 4 shared positions
$GILD$C$MO$VZ
$1.5B
235 positions
#18SHRIER WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$GILD$NVS$PM$VZ
$274M
131 positions
#19American Assets Investment Management, LLCActive
Slight overlap · 4 shared positions
$NVS$C$HSBC$WDC
$1.5B
146 positions
#20San Luis Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$GILD$IBIT$MO$VZ
$604M
175 positions
#21Longbow Finance SAPassive
Slight overlap · 4 shared positions
$GILD$C$MCK$TRV
$552M
55 positions
#22MERIDIAN INVESTMENT COUNSEL INC.Passive
Slight overlap · 4 shared positions
$GILD$C$MCK$TRV
$420M
237 positions
#23October Effect LtdPassive
Slight overlap · 4 shared positions
$GILD$MO$WDC$PM
$87M
64 positions
#24NORDEA INVESTMENT MANAGEMENT ABActive
Slight overlap · 4 shared positions
$GILD$C$MCK$VZ
$107.2B
864 positions
#25Spartan Planning & Wealth ManagementPassive
Slight overlap · 4 shared positions
$GILD$C$PM$VZ
$135M
69 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.