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 Ridgewood Investments

13F Portfolio OverlapQ1 2026Ridgewood Investments portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ridgewood Investments LLC is an institutional investor managing $244M across 208 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 Ridgewood Investments are Breakwater Investment, Hegarty Advisors,, ADVOCATE GROUP, with shared positions in $MKL, $DOV, $HUM, $UPST, $SNOW, $BMY. The full ranking of 25 similar funds is below.

#1Breakwater Investment ManagementPassive

Some overlap · 5 shared positions

$MKL $DOV $HUM $UPST $SNOW

$269M

506 positions

#2Hegarty Advisors, LLCActive

Some overlap · 4 shared positions

$MKL $DOV $UPST $HUM

$127M

57 positions

#3ADVOCATE GROUP LLCPassive

Some overlap · 6 shared positions

$MKL $BMY $TXN $MDT $TGT $UPS

$639M

126 positions

#4Five Pine Wealth ManagementActive

Some overlap · 4 shared positions

$MKL $DOV $UPST $SNOW

$161M

47 positions

#5Junk Investment Group, LLCPassive

Some overlap · 5 shared positions

$MKL $DOV $HUM $TROW $TXN

$191M

88 positions

#6Andrews Advisory Associates, LLCActive

Some overlap · 6 shared positions

$HUM $DOV $TXN $MKL $SNOW $TROW

$190M

82 positions

#7CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 6 shared positions

$BMY $TXN $VLTO $MDT $TGT $UPS

$1.4B

178 positions

#8FC Advisory LLCActive

Some overlap · 5 shared positions

$MKL $VLTO $HUM $SNOW $DOV

$342M

115 positions

#9Grove Street Fiduciary, LLCActive

Some overlap · 4 shared positions

$MKL $HUM $UPST $SNOW

$227M

74 positions

#10PYA Waltman Capital, LLCActive

Some overlap · 5 shared positions

$MKL $TXN $UPS $UPST $TROW

$361M

67 positions

#11Mosaic Advisors LLCPassive

Some overlap · 3 shared positions

$MKL $DOV $HUM

$67M

42 positions

#12Hartmann Taylor Wealth Management, LLCActive

Some overlap · 3 shared positions

$MKL $DOV $HUM

$151M

54 positions

#13Wilson & Boucher Capital Management, LLCPassive

Some overlap · 3 shared positions

$MKL $DOV $HUM

$151M

114 positions

#14Creekside PartnersPassive

Some overlap · 3 shared positions

$MKL $DOV $HUM

$243M

183 positions

#151834 INVESTMENT ADVISORS COPassive

Some overlap · 6 shared positions

$BMY $UPST $VLTO $CNH $TGT $TXN

$801M

206 positions

#16Orcam Financial GroupSmart money

Some overlap · 3 shared positions

$MKL $DOV $UPST

$141M

62 positions

#17Smith Partners Wealth Management, LLCPassive

Some overlap · 4 shared positions

$MKL $HUM $TXN $SNOW

$112M

76 positions

#18St. Louis Trust CoActive

Some overlap · 4 shared positions

$MKL $DOV $SNOW $BMY

$856M

145 positions

#19Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$MKL $HUM $SNOW $MDT

$123M

111 positions

#20BIP Wealth, LLCActive

Some overlap · 3 shared positions

$MKL $DOV $HUM

$2.5B

453 positions

#21HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$MKL $DOV $HUM

$238M

142 positions

#22Centennial Bank/AR/Passive

Some overlap · 4 shared positions

$MKL $VLTO $SNOW $TXN

$279M

323 positions

#23Vanguard National Trust CoActive

Some overlap · 4 shared positions

$MKL $DOV $HUM $SNOW

$1.6B

751 positions

#24Hamrick Investment Counsel, llcPassive

Some overlap · 4 shared positions

$MKL $HUM $TROW $UPS

$180M

359 positions

#25Addis & Hill, IncSmart money

Some overlap · 4 shared positions

$MKL $UPST $DOV $TXN

$164M

27 positions

Compare Ridgewood Investments’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ridgewood Investments’s holdings

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.