What hedge funds are most similar to RIDGECREST WEALTH PARTNERS, LLC?

The funds with the most similar 13F portfolios to RIDGECREST WEALTH PARTNERS, LLC are Adirondack Advisors,, DAGCO,, Sterling Wealth Advisors, based on overlapping conviction holdings in the latest SEC filings.

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 RIDGECREST WEALTH PARTNERS,

13F Portfolio OverlapQ1 2026RIDGECREST WEALTH PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

RIDGECREST WEALTH PARTNERS, LLC is an institutional investor managing $181M across 96 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 RIDGECREST WEALTH PARTNERS, are Adirondack Advisors,, DAGCO,, Sterling Wealth Advisors, with shared positions in $MS, $HUM, $KKR, $NSC, $AMAT, $WFC. The full ranking of 25 similar funds is below.

#1Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$MS $HUM $KKR

$156M

44 positions

#2DAGCO, INC.Passive

Notable overlap · 4 shared positions

$MS $HUM $KKR $NSC

$461M

353 positions

#3Sterling Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$MS $HUM $KKR

$175M

20 positions

#4ProVise Management Group, LLCPassive

Notable overlap · 5 shared positions

$MS $HUM $AMAT $WFC $MCK

$1.4B

261 positions

#5Talisman Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$MS $HUM $KKR $KO $WFC

$124M

101 positions

#6Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$MS $HUM $KO $WFC

$120M

84 positions

#7Provenance Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $IBM $KKR $MCK

$945M

412 positions

#8Prodigy Asset Management LLCSmart money

Notable overlap · 3 shared positions

$MS $HUM $AMGN

$300M

28 positions

#9Seven Springs Wealth Group, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $WFC $UNP $KO

$432M

81 positions

#10SWEENEY & MICHEL, LLCActive

Notable overlap · 5 shared positions

$MS $KKR $HUM $AMGN $WFC

$340M

145 positions

#11truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$MS $HUM $KKR

$97M

49 positions

#12CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$MS $HUM $IBM

$363M

102 positions

#13Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 5 shared positions

$MS $KKR $HUM $WFC $AMAT

$589M

590 positions

#14Rooted Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$MS $KKR $HUM $AMAT

$379M

144 positions

#15KOM Wealth Management Group, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $KKR $KO

$147M

89 positions

#16Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$MS $KKR $HUM $IBM

$383M

290 positions

#17Caldwell Investment Management Ltd.Active

Notable overlap · 3 shared positions

$MS $KKR $MCK

$255M

57 positions

#18Madrid Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$MS $KKR $IBM

$133M

70 positions

#19Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$MS $KKR $HUM

$453M

103 positions

#20Strategies Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $KO

$995M

193 positions

#21Ledyard National BankPassive

Notable overlap · 3 shared positions

$MS $AMGN $HUM

$1.2B

236 positions

#22Gratus Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $MCK $IBM

$691M

138 positions

#23Targeted Financial Services LLCActive

Notable overlap · 3 shared positions

$MS $KO $UNP

$122M

54 positions

#24Meridian Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$MS $HUM $KKR $IBM

$183M

141 positions

#25Carr Financial Group CorpPassive

Notable overlap · 5 shared positions

$HUM $MS $AMAT $KKR $AMGN

$379M

174 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.