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 Ritter Daniher Financial Advisory / DE

13F Portfolio OverlapQ1 2026Ritter Daniher Financial Advisory / DE portfolio →

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Most similar hedge funds by 13F overlap

Ritter Daniher Financial Advisory LLC / DE is an institutional investor managing $657M across 602 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 Ritter Daniher Financial Advisory / DE are Retirement Systems, truNorth Financial Services,, Provident Wealth ,, with shared positions in $MS, $WT, $JHG, $KKR, $HUM, $UNIT. The full ranking of 25 similar funds is below.

#1Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$MS $WT $JHG

$415M

51 positions

#2truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$MS $WT $KKR $HUM $UNIT

$97M

49 positions

#3Provident Wealth Management, LLCActive

Notable overlap · 5 shared positions

$MS $WT $UNIT $HUM $REGN

$331M

134 positions

#4YARGER WEALTH STRATEGIES, LLCPassive

Notable overlap · 4 shared positions

$MS $JHG $WT $KKR

$248M

125 positions

#5Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $MS $KKR $HUM

$383M

290 positions

#6Talisman Wealth Advisors LLCPassive

Notable overlap · 6 shared positions

$MS $WT $KKR $HUM $NEE $WFC

$124M

101 positions

#7Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MS $WT $REGN

$284M

125 positions

#8Meridian Financial Partners LLCActive

Notable overlap · 3 shared positions

$MS $WT $NEE

$263M

121 positions

#9Wright Wealth LLCActive

Notable overlap · 3 shared positions

$MS $WT $HUM

$149M

51 positions

#10SWEENEY & MICHEL, LLCActive

Notable overlap · 6 shared positions

$MS $KKR $HUM $WT $SCHW $WFC

$340M

145 positions

#11Summit Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$MS $WT $HUM

$269M

81 positions

#12Stonebridge Financial Group, LLCPassive

Notable overlap · 5 shared positions

$MS $WT $JHG $DDOG $NEE

$1.2B

262 positions

#13DAGCO, INC.Passive

Notable overlap · 5 shared positions

$MS $KKR $HUM $JHG $NEE

$461M

353 positions

#14Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$MS $KKR $HUM

$156M

44 positions

#15SVRN Asset Management, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $DDOG $SCHW $UNIT

$103M

37 positions

#16KOM Wealth Management Group, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $KKR $SCHW $REGN

$147M

89 positions

#17Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$MS $KKR $HUM $DDOG $UNIT

$453M

103 positions

#18IFS Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $WT $NEE

$194M

217 positions

#19Meridian Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$MS $WT $HUM $KKR $UNIT

$183M

141 positions

#20Flagship Capital Management Inc.Active

Notable overlap · 3 shared positions

$JHG $MS $REGN

$136M

48 positions

#21Balanced Rock Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$MS $JHG $SCHW

$143M

96 positions

#22Strategies Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $UNIT $NEE

$995M

193 positions

#23Sterling Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$MS $KKR $HUM

$175M

20 positions

#24Seven Springs Wealth Group, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $WFC

$432M

81 positions

#25Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$MS $DDOG $SCHW $AMAT $UNIT

$313M

119 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.