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Hedge Funds Similar to Shira Ridge Wealth

13F Portfolio OverlapQ1 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 Q1 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 Stanich Group, IMPACTfolio,, My Personal CFO,, with shared positions in $NOW, $HUM, $MAR, $SYK, $OKTA, $SE. The full ranking of 25 similar funds is below.

#1Stanich Group LLCSmart money
Notable overlap · 3 shared positions
$NOW$HUM$MAR
$131M
47 positions
#2IMPACTfolio, LLCSmart money
Notable overlap · 4 shared positions
$NOW$HUM$MAR$SYK
$235M
35 positions
#3My Personal CFO, LLCActive
Notable overlap · 5 shared positions
$OKTA$SE$SCHW$MAR$HUM
$228M
88 positions
#4Piedmont Capital Management, LLCActive
Notable overlap · 5 shared positions
$OKTA$GLDM$HUM$SCHW$VZ
$197M
50 positions
#5TriaGen Wealth Management LLCPassive
Notable overlap · 6 shared positions
$OKTA$NOW$MRVL$T$MCK$MCD
$366M
171 positions
#6HARTLINE INVESTMENT CORP/Active
Notable overlap · 4 shared positions
$OKTA$MAR$NOW$MRVL
$909M
112 positions
#7FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 5 shared positions
$OKTA$MAR$HUM$SCHW$SYK
$354M
66 positions
#8Monetary Solutions, LtdActive
Notable overlap · 3 shared positions
$OKTA$MAR$MCD
$103M
318 positions
#9HARBER ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$NOW$OKTA$MRVL
$156M
41 positions
#10Torrey Growth & Income AdvisorsActive
Notable overlap · 4 shared positions
$NOW$MAR$MRVL$VZ
$239M
110 positions
#11Windsor Capital Management, LLCActive
Notable overlap · 4 shared positions
$NOW$OKTA$SCHW$MCD
$355M
123 positions
#12Ifrah Financial Services, Inc.Active
Notable overlap · 4 shared positions
$OKTA$SE$SCHW$SYK
$378M
200 positions
#13Sincerus Advisory, LLCActive
Notable overlap · 4 shared positions
$NOW$SE$HUM$SCHW
$132M
76 positions
#14Investment Planning Advisors, Inc.Active
Some overlap · 4 shared positions
$OKTA$SCHW$HUM$MCD
$363M
107 positions
#15Henderson Brothers Financial Partners, LLCActive
Some overlap · 5 shared positions
$SE$GLDM$EQIX$T$MCK
$395M
105 positions
#16THRYVE WEALTH MANAGEMENT LLCActive
Some overlap · 3 shared positions
$OKTA$MAR$SE
$150M
43 positions
#17Odyssey Capital Advisors, Inc.Passive
Some overlap · 5 shared positions
$MAR$SE$HUM$NOW$SYK
$112M
97 positions
#18RCW Management, LLCActive
Some overlap · 4 shared positions
$GLDM$MAR$HUM$SCHW
$98M
68 positions
#19OVERSEA-CHINESE BANKING Corp LtdPassive
Some overlap · 4 shared positions
$SE$GLDM$NOW$MRVL
$3.7B
337 positions
#20MYECFO, LLCSmart money
Some overlap · 5 shared positions
$NOW$GLDM$SCHW$MAR$HUM
$239M
66 positions
#21FCA CORP /TXPassive
Some overlap · 4 shared positions
$MAR$OKTA$SE$SYK
$354M
191 positions
#22PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$MAR$GLDM$SCHW$NOW
$338M
107 positions
#23Ravenswood Partners LPActive
Some overlap · 3 shared positions
$SE$NOW$SCHW
$271M
35 positions
#24Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$NOW$SCHW$SYK$MCD
$1.2B
95 positions
#25Turning Point Benefit Group, Inc.Active
Some overlap · 3 shared positions
$OKTA$NEM$MCD
$157M
95 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.