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 OverlapQ2 2026Ridgewood Investments portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ridgewood Investments LLC is an institutional investor managing $267M across 208 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ridgewood Investments are Andrews Advisory Associates, Lafayette Investments, CANTOR FITZGERALD INVESTMENT ADVISORS, with shared positions in $DOV, $TXN, $TROW, $PEP, $LOW, $DIS. The full ranking of 25 similar funds is below.

#1Andrews Advisory Associates, LLCActive

Some overlap · 7 shared positions

$DOV $TXN $TROW $PEP $LOW $DIS

$208M

86 positions

#2Lafayette Investments, Inc.Active

Some overlap · 8 shared positions

$MKL $TROW $PEP $LOW $PGR $TXN

$542M

162 positions

#3CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 7 shared positions

$TXN $BMY $MDT $UPS $KMB $HPE

$1.5B

184 positions

#4Palouse Capital Management, Inc.Passive

Some overlap · 7 shared positions

$TXN $QCOM $MDT $UPS $MRSH $HPE

$160M

124 positions

#5St. Louis Trust CoActive

Some overlap · 6 shared positions

$DOV $TXN $BMY $PEP $PFH $KMB

$875M

125 positions

#6Carolina Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$TXN $BMY $MDT $TROW $PEP $KMB

$255M

278 positions

#7OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 6 shared positions

$TXN $QCOM $BMY $PEP $UPS $KMB

$2.7B

54 positions

#8DIAMOND HILL CAPITAL MANAGEMENT INCActive

Some overlap · 7 shared positions

$TXN $MDT $DOV $CARR $KMB $HUM

$12.5B

186 positions

#9Measured Risk Portfolios, Inc.Active

Some overlap · 6 shared positions

$TXN $QCOM $TROW $UPS $KMB $PFH

$112M

63 positions

#10PYA Waltman Capital, LLCActive

Some overlap · 5 shared positions

$MKL $TXN $TROW $PEP $UPS

$421M

67 positions

#11Junk Investment Group, LLCActive

Some overlap · 6 shared positions

$DOV $TXN $TROW $HPE $QCOM $DIS

$226M

97 positions

#12Kerusso Capital Management LLCPassive

Some overlap · 6 shared positions

$QCOM $BMY $TROW $PEP $LOW $PFH

$274M

58 positions

#13Ipsen Advisor Group LLCPassive

Some overlap · 6 shared positions

$TXN $BMY $PEP $UPS $KMB $PFH

$155M

107 positions

#14McKinney Capital Management, LLCActive

Some overlap · 7 shared positions

$TROW $BMY $UPS $PGR $HPE $HUM

$254M

87 positions

#15Coston, McIsaac & PartnersPassive

Some overlap · 5 shared positions

$DOV $TXN $MDT $PEP $KMB

$497M

948 positions

#16Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$QCOM $MDT $PEP $UPS $LOW $DIS

$762M

267 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$MKL $QCOM $MDT $PEP $LOW

$201M

57 positions

#18Lakewood Asset Management LLCPassive

Some overlap · 5 shared positions

$DOV $BMY $MKL $CARR $HPE

$182M

107 positions

#19WestEnd Advisors, LLCActive

Some overlap · 5 shared positions

$TXN $QCOM $MDT $PEP $UPS

$4.5B

408 positions

#20MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$TXN $QCOM $MDT $PEP $LOW

$1.2B

106 positions

#21Lincoln Capital LLCActive

Some overlap · 6 shared positions

$MKL $UPS $CARR $OTIS $DIS $PEP

$562M

137 positions

#22VIKING FUND MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$QCOM $BMY $PEP $KMB $HPE $PFH

$1.1B

146 positions

#23Shelter Mutual Insurance CoActive

Some overlap · 6 shared positions

$QCOM $BMY $PEP $LOW $MKL $OTIS

$473M

58 positions

#24Granite Group Advisors, LLCActive

Some overlap · 5 shared positions

$TXN $QCOM $MDT $PEP $DIS

$169M

84 positions

#25Sompo Asset Management Co., Ltd.Active

Some overlap · 5 shared positions

$TXN $QCOM $MDT $UPS $DIS

$609M

177 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.