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 Ridgepath

13F Portfolio OverlapQ1 2026Ridgepath portfolio →

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Most similar hedge funds by 13F overlap

Ridgepath Capital Management LLC is an institutional investor managing $201M across 51 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 Ridgepath are Main Street Group, LTD, Dale Q Rice Investment Ltd, ONE PLUS ONE WEALTH ,, with shared positions in $AGQ, $PM, $MO, $LRCX, $SHW, $GEV. The full ranking of 25 similar funds is below.

#1Main Street Group, LTDActive

Highly similar · 3 shared positions

$AGQ $PM $MO

$340M

865 positions

#2Dale Q Rice Investment Management LtdActive

Substantial overlap · 3 shared positions

$AGQ $LRCX $SHW

$132M

68 positions

#3ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive

Substantial overlap · 3 shared positions

$AGQ $MO $PM

$237M

89 positions

#4IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$AGQ $SHW $GEV

$446M

95 positions

#5RHL GROUP, LLCActive

Notable overlap · 3 shared positions

$AGQ $SHW $DOV

$117M

240 positions

#6Valtrion Capital Management, LLCActive

Notable overlap · 4 shared positions

$AGQ $PM $SHW $ALPS

$106M

93 positions

#7Landmark Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$AGQ $GLW $GE $GEV

$373M

148 positions

#8Runnymede Capital Advisors, Inc.Passive

Notable overlap · 5 shared positions

$AGQ $MDLZ $GBTC $LRCX $SHW

$116M

75 positions

#9Three Seasons Wealth, LLCPassive

Notable overlap · 3 shared positions

$AGQ $MO $LRCX

$262M

187 positions

#10TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 3 shared positions

$AGQ $MDLZ $SHW

$911M

918 positions

#11Stack Financial Management, IncActive

Notable overlap · 3 shared positions

$AGQ $MDLZ $DOV

$1.4B

52 positions

#12Northwest Financial AdvisorsPassive

Notable overlap · 4 shared positions

$AGQ $VZ $GE $GEV

$52M

66 positions

#13GQG Partners LLCActive

Notable overlap · 4 shared positions

$PM $MO $VZ $BTI

$63.1B

81 positions

#14Kennon-Green & Company, LLCActive

Notable overlap · 4 shared positions

$PM $MO $MDLZ $BTI

$122M

39 positions

#15Contrarius Group Holdings LtdActive

Notable overlap · 4 shared positions

$PM $MO $MDLZ $BTI

$1.8B

39 positions

#16McElhenny Sheffield Capital Management, LLCActive

Notable overlap · 5 shared positions

$AGQ $PM $SHW $MO $MDLZ

$403M

95 positions

#17CFC Planning Co LLCPassive

Notable overlap · 4 shared positions

$PM $MO $VZ $AGQ

$140M

72 positions

#18Investmark Advisory Group LLCPassive

Notable overlap · 3 shared positions

$PM $MO $MDLZ

$234M

142 positions

#19Measured Risk Portfolios, Inc.Passive

Notable overlap · 4 shared positions

$MO $PM $PAYX $VZ

$91M

66 positions

#20Avant Capital LLCPassive

Notable overlap · 3 shared positions

$AGQ $NTRB $ALPS

$142M

76 positions

#21O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 4 shared positions

$PM $MO $MDLZ $VZ

$124M

55 positions

#22HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 3 shared positions

$PM $MO $SHW

$243M

44 positions

#23PARK CIRCLE CoActive

Notable overlap · 3 shared positions

$MO $PM $VZ

$108M

51 positions

#24BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$MO $PM $VZ $GLW $DOV

$480M

133 positions

#25Cedar Wealth Management, LLCActive

Some overlap · 3 shared positions

$PM $MO $MDLZ

$344M

89 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.