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 RIA Advisory Group

13F Portfolio OverlapQ1 2026RIA Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

RIA Advisory Group LLC is an institutional investor managing $421M across 145 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 RIA Advisory Group are Marin Bay Wealth Advisors,, Grand Central Investment Group, Forest Hill ,, with shared positions in $MDLZ, $WFC, $MCD, $SLV, $PSLV, $USB. The full ranking of 25 similar funds is below.

#1Marin Bay Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$MDLZ $WFC $MCD

$166M

127 positions

#2Grand Central Investment GroupActive

Notable overlap · 6 shared positions

$SLV $PSLV $USB $TME $IBIT $LKFT

$135M

44 positions

#3Forest Hill Capital, LLCActive

Notable overlap · 3 shared positions

$SLV $PSLV $USB

$152M

19 positions

#4MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 6 shared positions

$SLV $TME $USB $LKFT $AEP $WFC

$1.3B

143 positions

#5ABBINGTON INVESTMENT GROUPActive

Notable overlap · 5 shared positions

$PSLV $SLV $TME $USB $AGQ

$172M

51 positions

#6Kennon-Green & Company, LLCActive

Notable overlap · 3 shared positions

$MDLZ $KO $MCD

$122M

39 positions

#7NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active

Notable overlap · 4 shared positions

$SLV $PSLV $USB $LKFT

$149M

55 positions

#8TSA Wealth Managment LLCPassive

Notable overlap · 3 shared positions

$MDLZ $KO $MMM

$309M

105 positions

#9New Harbor Financial Group, LLCActive

Notable overlap · 5 shared positions

$SLV $USB $PSLV $TME $LKFT

$567M

61 positions

#10BEAM WEALTH ADVISORS, INC.Active

Notable overlap · 5 shared positions

$SLV $PSLV $AGQ $KO $PLTR

$402M

108 positions

#11RoundAngle Advisors LLCPassive

Notable overlap · 5 shared positions

$SLV $USB $AGQ $IBIT $PLTR

$134M

60 positions

#12O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 4 shared positions

$SLV $KO $MDLZ $DUK

$124M

55 positions

#13SNS Financial Group, LLCActive

Notable overlap · 3 shared positions

$MDLZ $MMM $USB

$1.2B

208 positions

#14EDGAR LOMAX CO/VAActive

Notable overlap · 5 shared positions

$MDLZ $KO $USB $WFC $DUK

$1.4B

56 positions

#15Rockport Wealth LLCActive

Some overlap · 4 shared positions

$SLV $PSLV $USB $AEP

$549M

101 positions

#16Corecam Pte. Ltd.Active

Some overlap · 4 shared positions

$SLV $TME $IBIT $USB

$231M

65 positions

#17RBO & CO LLCActive

Some overlap · 3 shared positions

$MDLZ $KO $MCD

$620M

57 positions

#18Corecam AGActive

Some overlap · 4 shared positions

$SLV $TME $IBIT $AEP

$117M

59 positions

#19CORDA Investment Management, LLC.Active

Some overlap · 4 shared positions

$MDLZ $KO $MCD $USB

$1.4B

80 positions

#20OxenFree Capital LLCActive

Some overlap · 3 shared positions

$SLV $USB $DUK

$206M

56 positions

#21Sugar Maple Asset Management, LLCPassive

Some overlap · 3 shared positions

$SLV $AGQ $LNT

$165M

84 positions

#22ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 4 shared positions

$SLV $KO $PLTR $WFC

$753M

159 positions

#23LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$KO $MCD $MDLZ $LNT $DUK

$970M

154 positions

#24IMC-Chicago, LLCPassive

Some overlap · 6 shared positions

$PSLV $AGQ $USB $IBIT $PLTR $WFC

$278.4B

5,950 positions

#25Fiduciary Planning LLCActive

Some overlap · 4 shared positions

$MDLZ $PLTR $MMM $IBIT

$331M

76 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.