13F Pro

Hedge Funds Similar to Richard P Slaughter Associates

13F Portfolio OverlapQ1 2026Richard P Slaughter Associates portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Richard P Slaughter Associates Inc is an institutional investor managing $510M across 106 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 Richard P Slaughter Associates are Fortis Advisors,, RATIONAL ADVISORS,, Payne ,, with shared positions in $GSAT, $GLDM, $NEE, $BAC, $NOW, $MKL. The full ranking of 25 similar funds is below.

#1Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$GSAT$GLDM$NEE
$200M
119 positions
#2RATIONAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$GSAT$BAC$NEE
$980M
179 positions
#3Payne Capital Management, LLCActive
Some overlap · 3 shared positions
$GSAT$NOW$BAC
$331M
79 positions
#4NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Some overlap · 3 shared positions
$GSAT$MKL$LEN
$149M
55 positions
#5Presidio Capital Management, LLCActive
Some overlap · 3 shared positions
$GSAT$LEN$NOW
$344M
79 positions
#6Cedar Point Capital Partners, LLCPassive
Some overlap · 3 shared positions
$NTRB$GLDM$NEE
$154M
71 positions
#7Cassaday & Co Wealth Management LLCActive
Some overlap · 3 shared positions
$NTRB$GLDM$SE
$4.7B
1,361 positions
#8Blue Edge Capital, LLCActive
Some overlap · 5 shared positions
$NTRB$MKL$NOW$BAC$SE
$753M
134 positions
#9Gladwyn Financial Advisors, Inc.Active
Some overlap · 5 shared positions
$NTRB$MKL$LEN$NEE$SE
$160M
82 positions
#10MEANS INVESTMENT CO., INC.Active
Some overlap · 3 shared positions
$NTRB$MKL$BAC
$1.1B
212 positions
#11FC Advisory LLCActive
Some overlap · 3 shared positions
$NTRB$MKL$LEN
$342M
115 positions
#12ETF Portfolio Partners, Inc.Active
Some overlap · 3 shared positions
$NTRB$MKL$NOW
$381M
68 positions
#13Black Diamond Financial, LLCActive
Some overlap · 3 shared positions
$NTRB$MKL$BAC
$916M
185 positions
#14Financial Guidance Group, Inc.Passive
Some overlap · 3 shared positions
$GLDM$GSAT$BAC
$249M
89 positions
#15NOTTINGHAM ADVISORS, INC.Active
Some overlap · 4 shared positions
$GLDM$GSAT$NOW$LEN
$777M
112 positions
#16Kraft, Davis & Associates, LLCPassive
Some overlap · 3 shared positions
$GLDM$MKL$LEN
$469M
151 positions
#17Falcon Wealth PlanningActive
Some overlap · 5 shared positions
$NTRB$MKL$BAC$SE$NOW
$1.5B
236 positions
#18ArborFi Advisors, LLCActive
Some overlap · 3 shared positions
$GSAT$MKL$GLDM
$122M
45 positions
#19Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$NTRB$NOW$NEE
$151M
97 positions
#20WAYSTONE ADVISORS LLCPassive
Some overlap · 3 shared positions
$NTRB$MKL$SE
$112M
101 positions
#21Upper Left Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$MKL$SE
$169M
68 positions
#22AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$NTRB$NOW$MKL$SE
$206M
97 positions
#23Tactive Advisors, LLCPassive
Some overlap · 3 shared positions
$NTRB$MKL$GSAT
$355M
268 positions
#24DDFG, IncActive
Some overlap · 4 shared positions
$GSAT$SE$NOW$BAC
$464M
86 positions
#25Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$NTRB$MKL$JBL$SE
$378M
200 positions

Compare Richard P Slaughter Associates’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 Richard P Slaughter Associates’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.