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 Richwood Investment Advisors,

13F Portfolio OverlapQ1 2026Richwood Investment Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Richwood Investment Advisors, LLC is an institutional investor managing $130M across 98 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 Richwood Investment Advisors, are Signet Investment Advisory Group,, William B. Walkup & Associates,, Focused Investors, with shared positions in $NOC, $LMT, $MCD, $UNH, $AMGN, $AXP. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive

Notable overlap · 9 shared positions

$NOC $LMT $MCD $UNH $AMGN $AXP

$218M

69 positions

#2William B. Walkup & Associates, Inc.Active

Notable overlap · 9 shared positions

$NOC $LOW $UNH $DE $WFC $MCD

$167M

163 positions

#3Focused Investors LLCActive

Some overlap · 7 shared positions

$NOC $LMT $LOW $MCD $UNH $FDX

$3.1B

22 positions

#4Greystone Financial Group, LLCPassive

Some overlap · 7 shared positions

$NOW $LMT $LOW $MCD $AMGN $KO

$353M

78 positions

#5Flavin Financial Services, Inc.Passive

Some overlap · 7 shared positions

$NOC $LMT $MCD $UNH $AMGN $LOW

$149M

72 positions

#6Rayburn West Financial Services LLCPassive

Some overlap · 8 shared positions

$LMT $MCD $DE $WFC $AMGN $AXP

$170M

82 positions

#7EDGAR LOMAX CO/VAActive

Some overlap · 8 shared positions

$LMT $UNH $WFC $AMGN $FDX $GD

$1.4B

56 positions

#8Family Legacy, Inc.Passive

Some overlap · 7 shared positions

$LMT $NOC $LOW $DE $AMGN $KO

$333M

124 positions

#9Vantage Investment Partners, LLCActive

Some overlap · 6 shared positions

$NOC $LMT $MCD $LOW $UNH $ETN

$1.4B

64 positions

#10Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 8 shared positions

$MCD $UNH $BA $WFC $AMGN $FDX

$308M

68 positions

#11Vertrix Wealth Management, LLCPassive

Some overlap · 7 shared positions

$LMT $LOW $MCD $AMGN $AXP $KO

$272M

95 positions

#12Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 7 shared positions

$LMT $LOW $SNA $AMGN $GD $GILD

$105M

62 positions

#13FOUNDERS CAPITAL MANAGEMENT, LLCActive

Some overlap · 8 shared positions

$LMT $LOW $AMGN $FDX $AXP $GD

$608M

74 positions

#14Northern Financial Advisors IncPassive

Some overlap · 8 shared positions

$LOW $MCD $AMGN $AXP $GD $GILD

$137M

105 positions

#15RE ADVISERS CORPActive

Some overlap · 6 shared positions

$NOC $MCD $UNH $DE $BA $ETN

$3.7B

111 positions

#16Biondo Investment Advisors, LLCActive

Some overlap · 5 shared positions

$NOW $LMT $LOW $MCD $AMGN

$780M

82 positions

#17Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$NOC $LMT $MCD $AXP $KO

$446M

104 positions

#18ICW Investment Advisors LLCPassive

Some overlap · 6 shared positions

$NOC $LMT $MCD $AMGN $GD $KO

$277M

147 positions

#19CULLINAN ASSOCIATES INCActive

Some overlap · 7 shared positions

$LOW $MCD $LMT $DE $AXP $AMGN

$1.2B

207 positions

#20BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 6 shared positions

$LMT $LOW $MCD $DE $WFC $WM

$2.3B

264 positions

#21Roxbury Financial LLCPassive

Some overlap · 6 shared positions

$LMT $LOW $MCD $WFC $AMGN $KO

$126M

410 positions

#22LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$NOC $MCD $UNH $GILD $KO $WM

$970M

154 positions

#23OMC Financial Services LTDActive

Some overlap · 7 shared positions

$LMT $LOW $MCD $AMGN $NOW $GD

$258M

64 positions

#24DMKC Advisory Services, LLCPassive

Some overlap · 6 shared positions

$LMT $LOW $DE $WFC $FDX $ETN

$240M

84 positions

#25DB Fitzpatrick & Co, IncActive

Some overlap · 7 shared positions

$LMT $UNH $DE $BA $AMGN $ETN

$117M

106 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.