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 Leonard Rickey Investment Advisors P.L.L.C.

13F Portfolio OverlapQ1 2026Leonard Rickey Investment Advisors P.L.L.C. portfolio →

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Most similar hedge funds by 13F overlap

Leonard Rickey Investment Advisors P.L.L.C. is an institutional investor managing $578M across 118 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 Leonard Rickey Investment Advisors P.L.L.C. are Luminvest Wealth, FIDUCIARY ADVISORS,, Towneley , / DE, with shared positions in $MKL, $BRZE, $COP, $DDOG, $DHR, $HUM. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money

Substantial overlap · 8 shared positions

$MKL $BRZE $COP $DDOG $DHR $HUM

$382M

55 positions

#2FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $MKL $COP $DHR $DOV $IAU

$133M

121 positions

#3Towneley Capital Management, Inc / DESmart money

Notable overlap · 6 shared positions

$BRZE $COP $IAU $DDOG $DOV $MKL

$478M

42 positions

#4Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MKL $BRZE $DOV $HUM

$151M

54 positions

#5Five Pine Wealth ManagementActive

Notable overlap · 6 shared positions

$MKL $COP $IAU $DOV $BRZE $SCHW

$161M

47 positions

#6Verus Financial Partners, Inc.Smart money

Notable overlap · 7 shared positions

$MKL $BRZE $DDOG $DHR $IAU $DOV

$1.1B

121 positions

#7White Lighthouse Investment Management Inc.Active

Notable overlap · 9 shared positions

$BRZE $COP $IAU $DHR $HUM $MKL

$721M

145 positions

#8STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$MKL $BRZE $COP $HUM

$140M

29 positions

#9Standpoint Asset Management, LLCActive

Notable overlap · 3 shared positions

$MKL $BRZE $DHR

$412M

8 positions

#10Topsail Wealth Management, LLCActive

Notable overlap · 5 shared positions

$MKL $BRZE $DDOG $COP $HUM

$678M

294 positions

#11Wrenne Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$MKL $BRZE $DDOG $SCHW $HUM

$255M

49 positions

#12Firestone Capital ManagementPassive

Notable overlap · 7 shared positions

$COP $MKL $DDOG $IAU $DHR $HUM

$480M

160 positions

#13St. Louis Trust CoActive

Notable overlap · 5 shared positions

$BRZE $MKL $DOV $DHR $PM

$856M

145 positions

#14Topor & Co. KoreaActive

Notable overlap · 3 shared positions

$MKL $IAU $DOV

$118M

18 positions

#15VSM Wealth Advisory, LLCPassive

Notable overlap · 6 shared positions

$COP $MKL $DDOG $HUM $DOV $SCHW

$335M

505 positions

#16Trellis Wealth Advisors LLCSmart money

Notable overlap · 4 shared positions

$BRZE $COP $DOV $DDOG

$263M

47 positions

#17Mosaic Advisors LLCPassive

Notable overlap · 4 shared positions

$COP $MKL $DOV $HUM

$67M

42 positions

#18Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$MKL $BRZE $COP $SCHW $DOV

$1.4B

58 positions

#19FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $COP $HUM $SCHW

$264M

25 positions

#20Beacon Financial Strategies CORPActive

Notable overlap · 5 shared positions

$BRZE $COP $HUM $DOV $MKL

$176M

177 positions

#21McCarthy Asset Management, Inc.

Notable overlap · 4 shared positions

$BRZE $COP $HUM $AMAT

$192M

27 positions

#22Hegarty Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $COP $DOV $HUM

$127M

57 positions

#23Mustard Seed Financial, LLCPassive

Notable overlap · 5 shared positions

$COP $BRZE $DDOG $DOV $SCHW

$167M

92 positions

#24SVRN Asset Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $MKL $DDOG $HUM $SCHW

$103M

37 positions

#25CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 7 shared positions

$BRZE $COP $MKL $DHR $IAU $DDOG

$532M

162 positions

Compare Leonard Rickey Investment Advisors P.L.L.C.’s portfolio side by side

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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.