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 Rice Partnership,

13F Portfolio OverlapQ1 2026Rice Partnership, portfolio →

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Most similar hedge funds by 13F overlap

Rice Partnership, LLC is an institutional investor managing $732M across 178 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 Rice Partnership, are Kozak & Associates,, ForthRight Wealth ,, Winter & Associates,, with shared positions in $XYZ, $GEV, $AXP, $IBM, $DHR, $WT. The full ranking of 25 similar funds is below.

#1Kozak & Associates, Inc.Active

Notable overlap · 3 shared positions

$XYZ $GEV $AXP

$513M

452 positions

#2ForthRight Wealth Management, LLCActive

Notable overlap · 3 shared positions

$XYZ $IBM $DHR

$353M

75 positions

#3Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$WT $XYZ $IBM

$114M

84 positions

#4AssuredPartners Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$WT $MU $XYZ $DHR $AXP

$919M

402 positions

#5Sonoma Allocations LLCPassive

Some overlap · 4 shared positions

$WT $XYZ $ANET $ETN

$290M

145 positions

#6Avantax Planning Partners, Inc.Active

Some overlap · 5 shared positions

$XYZ $WT $KO $VLO $IBM

$3.6B

435 positions

#7PARK NATIONAL CORP /OH/Passive

Some overlap · 5 shared positions

$WT $GEV $KO $ANET $TJX

$3.3B

381 positions

#8Spectrum Wealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$WT $XYZ $IBM

$269M

58 positions

#9FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WT $MU $KO

$313M

158 positions

#10Summit Asset Management, LLCActive

Some overlap · 6 shared positions

$WT $HLT $USB $TJX $KO $IBM

$719M

172 positions

#11Yoder Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$WT $XYZ $USB

$219M

124 positions

#12Peak Financial Management, Inc.Active

Some overlap · 5 shared positions

$XYZ $USB $GEV $WT $TJX

$394M

100 positions

#13Lunt Capital Management, Inc.Active

Some overlap · 5 shared positions

$WT $DHR $XYZ $USB $DUK

$260M

97 positions

#14TigerOak Management, L.L.C.Active

Some overlap · 6 shared positions

$WT $LIN $MU $TJX $KO $DHR

$317M

126 positions

#15GDS Wealth ManagementActive

Some overlap · 6 shared positions

$MU $AXP $GEV $USB $WELL $TJX

$1.7B

200 positions

#16Marion Wealth ManagementPassive

Some overlap · 5 shared positions

$WT $USB $DGX $KO $TJX

$451M

146 positions

#17BCM ADVISORS, LLCActive

Some overlap · 4 shared positions

$WT $KO $DUK $VLO

$507M

78 positions

#18Econ Financial Services CorpPassive

Some overlap · 3 shared positions

$XYZ $WT $USB

$215M

74 positions

#19BEACON FINANCIAL GROUPPassive

Some overlap · 4 shared positions

$WT $ETN $RELX $DUK

$1.0B

348 positions

#20Freedom Day Solutions, LLCActive

Some overlap · 3 shared positions

$WT $LIN $DHR

$373M

96 positions

#21Broadway Wealth Solutions, Inc.Active

Some overlap · 3 shared positions

$XYZ $IBM $TJX

$193M

95 positions

#22HC Advisors, LLCActive

Some overlap · 7 shared positions

$WT $KO $IBM $USB $FCX $AXP

$149M

60 positions

#23CGN Advisors LLCPassive

Some overlap · 5 shared positions

$WT $XYZ $USB $TJX $DUK

$1.3B

317 positions

#24Riverbend Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $AXP $USB $GEV

$175M

152 positions

#25Ravenswood Partners LPPassive

Some overlap · 3 shared positions

$XYZ $MU $TJX

$271M

35 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.