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Hedge Funds Similar to Ridgeline Wealth,

13F Portfolio OverlapQ1 2026Ridgeline Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Ridgeline Wealth, LLC is an institutional investor managing $171M across 60 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 Ridgeline Wealth, are FIRETHORN WEALTH PARTNERS,, Rise Advisors,, Financial Enhancement Group, with shared positions in $JHG, $MDLZ, $SO, $ETN, $GEV, $OKE. The full ranking of 25 similar funds is below.

#1FIRETHORN WEALTH PARTNERS, LLCPassive
Notable overlap · 3 shared positions
$JHG$MDLZ$SO
$273M
190 positions
#2Rise Advisors, LLCActive
Notable overlap · 3 shared positions
$JHG$ETN$SO
$284M
94 positions
#3Financial Enhancement Group LLCPassive
Notable overlap · 3 shared positions
$JHG$MDLZ$GEV
$807M
135 positions
#4HIGHLINE WEALTH PARTNERS LLCPassive
Notable overlap · 3 shared positions
$JHG$ETN$GEV
$392M
1,298 positions
#5Avid Wealth Partners LLCActive
Notable overlap · 3 shared positions
$MDLZ$JHG$GEV
$212M
71 positions
#6Sovereign Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$JHG$OKE$AEP
$472M
106 positions
#7Trail Ridge Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$JHG$MDLZ$ETN
$230M
99 positions
#8Cadent Capital Advisors, LLCPassive
Notable overlap · 3 shared positions
$JHG$OKE$GEV
$386M
187 positions
#9Beaumont Asset Management, L.L.C.Active
Notable overlap · 4 shared positions
$JHG$OKE$MDLZ$SO
$222M
76 positions
#10Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$AEP$ETN
$407M
601 positions
#11Marshall Financial Group, LLCPassive
Some overlap · 3 shared positions
$JHG$OKE$SO
$625M
293 positions
#12WESPAC Advisors, LLCPassive
Some overlap · 3 shared positions
$OKE$JHG$GEV
$183M
178 positions
#13Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$JHG$OKE$ETN
$378M
200 positions
#14TABR Capital Management, LLCActive
Some overlap · 3 shared positions
$OKE$GEV$VRT
$109M
54 positions
#15BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$JHG$GEV$VRT
$121M
68 positions
#16Good Steward Wealth Advisors,LLCPassive
Some overlap · 4 shared positions
$OKE$SO$ETN$AEP
$156M
68 positions
#17Paragon Advisors, LLCActive
Some overlap · 3 shared positions
$JHG$GEV$VRT
$371M
76 positions
#18Autumn Glory Partners, LLCPassive
Some overlap · 3 shared positions
$OKE$JHG$SO
$272M
204 positions
#19WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$JHG$GEV$VRT$ETN
$470M
119 positions
#20BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 3 shared positions
$JHG$OKE$GEV
$209M
103 positions
#21KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 3 shared positions
$OKE$GEV$AEP
$5.2B
48 positions
#22Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$OKE$GEV$ETN
$267M
33 positions
#23Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$MDLZ$AJG$ETN
$5.8B
143 positions
#24Rithm Capital Corp.Active
Some overlap · 6 shared positions
$OKE$GEV$SO$VRT$AEP$ETN
$67M
38 positions
#25RAHLFS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$JHG$MDLZ$SO
$136M
86 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.