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Hedge Funds Similar to Rice Partnership

13F Portfolio OverlapQ2 2026Rice Partnership portfolio →
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Most similar hedge funds by 13F overlap

Rice Partnership, LLC is an institutional investor managing $824M across 171 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 Rice Partnership are Longbow Finance SA, CONNORS INVESTOR SERVICES, Reliant Investment, with shared positions in $AXP, $HLT, $TJX, $VLO, $ANET, $WELL. The full ranking of 25 similar funds is below.

#1Longbow Finance SAPassive
Some overlap · 6 shared positions
$AXP$HLT$TJX$VLO$ANET$WELL
$782M
59 positions
#2CONNORS INVESTOR SERVICES INCPassive
Some overlap · 6 shared positions
$LIN$ETN$AXP$TJX$DUK$WELL
$1.2B
153 positions
#3Reliant Investment Management, LLCPassive
Some overlap · 5 shared positions
$AXP$LIN$ETN$DGX$APH
$281M
55 positions
#4HEADINVEST, LLCPassive
Some overlap · 5 shared positions
$AXP$LIN$ETN$TJX$DHR
$536M
217 positions
#5Acumen Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$HLT$ETN$TJX$USB$DGX$ANET
$472M
493 positions
#6RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$ETN$LIN$TJX$WELL
$414M
188 positions
#7AGF MANAGEMENT LTDPassive
Some overlap · 5 shared positions
$LIN$HLT$ETN$VLO$TJX
$25.8B
656 positions
#8Bigelow Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$AXP$TJX$ETN$ANET$DUK$DHR
$276M
157 positions
#9Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AXP$LIN$TJX$DUK
$297M
103 positions
#10Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$AXP$LIN$ETN$TJX$ANET
$115M
89 positions
#11Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$LIN$USB$TJX$APH
$649M
136 positions
#12Ayrshire Capital Management LLCPassive
Some overlap · 6 shared positions
$LIN$ETN$TJX$ANET$APH$DHR
$214M
50 positions
#13BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$LIN$ETN$TJX$DUK$APH
$8.0B
1,334 positions
#14PAYDEN & RYGELPassive
Some overlap · 5 shared positions
$VLO$ETN$TJX$DUK$DGX
$1.3B
131 positions
#15First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 5 shared positions
$LIN$TJX$VLO$ANET$WELL
$499M
126 positions
#16Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$AXP$LIN$DUK$DHR
$637M
146 positions
#17Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$LIN$AXP$DUK$ETN$DHR
$825M
104 positions
#18Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 4 shared positions
$AXP$HLT$VLO$TJX
$1.0B
537 positions
#19FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$LIN$ETN$TJX$ANET$APH
$1.3B
159 positions
#20Bull Street Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$TJX$DUK$USB$DHR
$219M
95 positions
#21VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 5 shared positions
$AXP$ETN$DUK$USB$LNG
$5.0B
245 positions
#22Carl P. Sherr & Co., LLCPassive
Some overlap · 4 shared positions
$AXP$TJX$ANET$ETN
$239M
134 positions
#23Family Capital Trust CoActive
Some overlap · 5 shared positions
$LIN$AXP$TJX$APH$DHR
$307M
83 positions
#24Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$ETN$TJX$DHR
$710M
193 positions
#25Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$AXP$LIN$TJX
$467M
118 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.