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Hedge Funds Similar to Shira Ridge Wealth

13F Portfolio OverlapQ2 2026Shira Ridge Wealth portfolio →
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Most similar hedge funds by 13F overlap

Shira Ridge Wealth Management is an institutional investor managing $287M across 83 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 Shira Ridge Wealth are Henderson Brothers Financial Partners, PALLADIEM, Chatterton & Associates, with shared positions in $GLDM, $EQIX, $VZ, $KLAC, $GLW, $MRVL. The full ranking of 25 similar funds is below.

#1Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$EQIX$VZ
$211M
77 positions
#2PALLADIEM, LLCActive
Some overlap · 3 shared positions
$GLDM$KLAC$GLW
$103M
136 positions
#3Chatterton & Associates Inc.Passive
Some overlap · 3 shared positions
$GLDM$KLAC$MRVL
$170M
101 positions
#4Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$GLDM$TDG$UNP
$412M
181 positions
#5NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$GLDM$KLAC$VZ
$838M
122 positions
#6American Investment Services, Inc.Active
Some overlap · 3 shared positions
$GLDM$EQIX$VZ
$473M
133 positions
#7Kraft, Davis & Associates, LLCActive
Some overlap · 3 shared positions
$GLDM$KLAC$MRVL
$479M
155 positions
#8Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$GLW$UNP
$214M
122 positions
#9Walkner Condon Financial Advisors LLCPassive
Some overlap · 3 shared positions
$GLDM$KLAC$MRVL
$871M
344 positions
#10AAF Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$GLDM$GLW$UNP
$271M
57 positions
#11Napier Financial, LLCActive
Some overlap · 3 shared positions
$GLDM$MRVL$VZ
$480M
472 positions
#12Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$SCHW$MRVL$KLAC
$125M
365 positions
#13Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$GLDM$KLAC$EQIX
$1.8B
529 positions
#14ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$GLDM$MRVL$SCHW
$621M
90 positions
#15PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$MRVL$SCHW$TDG
$135M
80 positions
#16W.G. Shaheen & Associates DBA Whitney & CoActive
Some overlap · 3 shared positions
$MRVL$SCHW$NEM
$1.4B
179 positions
#17BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 4 shared positions
$MRVL$SCHW$TDG$UNP
$6.8B
62 positions
#18Eagle Bluffs Wealth Management LLCActive
Some overlap · 3 shared positions
$MRVL$SCHW$KLAC
$299M
86 positions
#19HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$MRVL$SCHW$KLAC$GLW
$217M
352 positions
#20Allen Capital Group, LLCPassive
Some overlap · 4 shared positions
$SCHW$GLDM$KLAC$VZ
$1.2B
319 positions
#21Evergreen Quality Fund GP, Ltd.Active
Some overlap · 3 shared positions
$MRVL$GLDM$GLW
$6.2B
43 positions
#22Red Spruce Capital, LLCPassive
Some overlap · 3 shared positions
$MRVL$SCHW$VZ
$287M
94 positions
#23Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$MRVL$KLAC$EQIX$GLW
$147M
69 positions
#24KICKSTAND VENTURES, LLC.Active
Some overlap · 3 shared positions
$GLDM$KLAC$MRVL
$550M
154 positions
#25Sunstone Asset Management, L.P.Passive
Some overlap · 4 shared positions
$EQIX$MRSH$KLAC$GLW
$92M
57 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.