13F Pro

Hedge Funds Similar to Ridgeline Wealth

13F Portfolio OverlapQ2 2026Ridgeline Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ridgeline Wealth, LLC is an institutional investor managing $171M across 60 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ridgeline Wealth are Eliot Finkel Investment Counsel, HARTLINE INVESTMENT, Cornerstone, with shared positions in $GLW, $ETN, $AEP, $VRT, $AJG, $SO. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 3 shared positions
$GLW$ETN$AEP
$214M
33 positions
#2HARTLINE INVESTMENT CORP/Active
Notable overlap · 3 shared positions
$GLW$VRT$ETN
$1.1B
115 positions
#3Cornerstone Capital, Inc.Active
Notable overlap · 4 shared positions
$GLW$AJG$VRT$ETN
$1.1B
120 positions
#4Rithm Capital Corp.Active
Notable overlap · 4 shared positions
$VRT$ETN$AEP$SO
$81M
38 positions
#5GODSEY & GIBB, INCPassive
Notable overlap · 3 shared positions
$GLW$ETN$AEP
$1.2B
383 positions
#6OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 4 shared positions
$ETN$SO$AEP$AJG
$2.7B
54 positions
#7Nexus Investment Management ULCActive
Notable overlap · 3 shared positions
$AJG$AEP$GLW
$767M
72 positions
#8RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$GLW$ETN$SO
$1.1B
90 positions
#9Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$SO$GLW$ETN
$239M
126 positions
#10Eastover Investment Advisors LLCActive
Some overlap · 3 shared positions
$AEP$ETN$SO
$254M
49 positions
#11Cannon Financial Strategists, Inc.Active
Some overlap · 3 shared positions
$SO$ETN$GLW
$879M
133 positions
#12Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$GLW$ETN$VRT
$560M
132 positions
#13CHEMUNG CANAL TRUST COActive
Some overlap · 3 shared positions
$GLW$SO$ETN
$541M
111 positions
#14Welch Group, LLCPassive
Some overlap · 3 shared positions
$SO$AJG$AEP
$2.9B
326 positions
#15LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$AEP$SO$GLW
$213M
124 positions
#16OmniStar Financial Group, Inc.Passive
Some overlap · 3 shared positions
$SO$GLW$AEP
$217M
118 positions
#17DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$VRT$SO
$92M
76 positions
#18STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 3 shared positions
$GLW$ETN$AJG
$670M
265 positions
#19Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$GLW$VRT$ETN
$115M
89 positions
#20SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$ETN$SO$AEP
$125M
51 positions
#21ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$VRT$ETN$AJG
$2.3B
181 positions
#22Bannerstone Capital Management, LLCPassive
Some overlap · 3 shared positions
$VRT$ETN$GLW
$119M
113 positions
#23Mawer Investment Management Ltd.Active
Some overlap · 3 shared positions
$AEP$SO$AJG
$14.7B
142 positions
#24RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$ETN$GLW$VRT
$414M
188 positions
#25Community Financial Services Group, LLCPassive
Some overlap · 3 shared positions
$ETN$GLW$AEP
$686M
532 positions

Compare Ridgeline Wealth’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 Ridgeline Wealth’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.