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Hedge Funds Similar to Richard W. Paul & Associates,

13F Portfolio OverlapQ1 2026Richard W. Paul & Associates, portfolio →
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Most similar hedge funds by 13F overlap

Richard W. Paul & Associates, LLC is an institutional investor managing $297M across 300 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 Richard W. Paul & Associates, are MBA Advisors, WINEBRENNER, Blackhawk Partners,, with shared positions in $SNOW, $JHG, $ASML, $KKR, $VZ, $SE. The full ranking of 25 similar funds is below.

#1MBA Advisors LLCPassive
Notable overlap · 5 shared positions
$SNOW$JHG$ASML$KKR$VZ
$260M
146 positions
#2WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$SNOW$JHG$KKR$VZ
$156M
139 positions
#3Blackhawk Capital Partners, LLCPassive
Some overlap · 4 shared positions
$SNOW$JHG$VZ$ASML
$273M
141 positions
#4Bernardo Wealth Planning LLCActive
Some overlap · 4 shared positions
$SNOW$SE$KKR$PM
$511M
129 positions
#5Equity Wealth Partners, LLCActive
Some overlap · 5 shared positions
$SNOW$JHG$KKR$ASML$AMD
$155M
76 positions
#6Miller Global Investments, LLCPassive
Some overlap · 4 shared positions
$SNOW$JHG$VZ$AMD
$121M
295 positions
#7Bridgewealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$SNOW$JHG$KKR$UPS
$482M
135 positions
#8CHRISTINE MESSMER PCActive
Some overlap · 4 shared positions
$SNOW$KKR$VZ$UPS
$156M
80 positions
#9Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$SNOW$SE$KKR
$525M
138 positions
#10Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$SNOW$SE$KKR
$337M
117 positions
#11Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$SNOW$SE$HUBS$UNH
$607M
110 positions
#12Lionshead Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$JHG$AMD
$136M
108 positions
#13rebel Financial LLCPassive
Some overlap · 3 shared positions
$SNOW$SE$UPS
$231M
65 positions
#14IFC & Insurance Marketing, Inc.Active
Some overlap · 3 shared positions
$SNOW$JHG$UNH
$96M
72 positions
#1549 WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SNOW$JHG$PM$VZ
$1.3B
203 positions
#16BARINGS LLCActive
Some overlap · 3 shared positions
$SNOW$JHG$SE
$6.2B
179 positions
#17City State BankPassive
Some overlap · 3 shared positions
$SNOW$KKR$MU
$385M
784 positions
#18Montecito Bank & TrustPassive
Some overlap · 3 shared positions
$SNOW$SE$KKR
$607M
266 positions
#19EP Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$SE$JHG
$20.3B
1,496 positions
#20C M BIDWELL & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$SNOW$KKR$VRT
$214M
483 positions
#21Armor Investment Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$KKR$ASML
$278M
160 positions
#22Legend Capital Advisors LLCActive
Some overlap · 4 shared positions
$SNOW$AMD$KKR$UNH
$160M
159 positions
#23VAUGHAN & Co SECURITIES, INC.Active
Some overlap · 4 shared positions
$SNOW$UPS$VZ$PM
$193M
58 positions
#24True North Advisors, LLCPassive
Some overlap · 3 shared positions
$SNOW$JHG$SE
$877M
245 positions
#25O'ROURKE & COMPANY, IncPassive
Some overlap · 3 shared positions
$SNOW$KKR$VZ
$253M
171 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.