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 Ruggaard & Associates

13F Portfolio OverlapQ1 2026Ruggaard & Associates portfolio →

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Most similar hedge funds by 13F overlap

Ruggaard & Associates LLC is an institutional investor managing $252M across 122 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 Ruggaard & Associates are Professional Financial Advisors,, FIDELIS iM,, RVW Wealth,, with shared positions in $WT, $BRZE, $MS, $COP, $HLT, $TXN. The full ranking of 25 similar funds is below.

#1Professional Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $MS

$491M

137 positions

#2FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$WT $BRZE $COP

$264M

25 positions

#3RVW Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $HLT $MS

$1.3B

176 positions

#4Drystone LLCActive

Notable overlap · 3 shared positions

$HLT $BRZE $TXN

$111M

18 positions

#5M Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $JHG

$119M

55 positions

#6SYKON CAPITAL LLCActive

Notable overlap · 4 shared positions

$WT $BRZE $NVS $JHG

$300M

88 positions

#7Charis Legacy Partners, LLCSmart money

Notable overlap · 3 shared positions

$WT $BRZE $PSX

$68M

27 positions

#8RESOLUTE CAPITAL, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $JHG

$247M

57 positions

#9Stonebridge Financial Group, LLCPassive

Notable overlap · 5 shared positions

$WT $MS $JHG $TXN $AFL

$1.2B

262 positions

#10Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$WT $BRZE $TXN

$104M

20 positions

#11Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$WT $MS $COP $DE

$284M

125 positions

#12truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$WT $MS $COP $DE

$97M

49 positions

#13Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $BRZE $JHG

$89M

81 positions

#14Magnolia Private Wealth, LLCPassive

Notable overlap · 4 shared positions

$WT $BRZE $JHG $TXN

$150M

134 positions

#15McGrath & Associates, Inc.Active

Notable overlap · 3 shared positions

$WT $BRZE $RY

$68M

41 positions

#16Good Harbor Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $BRZE $COP $ELV

$92M

82 positions

#17Fermata Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $TXN $JHG

$444M

232 positions

#18Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$WT $BRZE $COP

$114M

84 positions

#19Legacy Financial Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $MS $COP $TXN

$715M

404 positions

#20Ankerstar Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $COP $BRZE

$95M

955 positions

#21COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $COP $JHG

$157M

92 positions

#22Stonekeep Investments, LLCActive

Notable overlap · 3 shared positions

$WT $COP $BRZE

$154M

66 positions

#23Wright Wealth LLCActive

Notable overlap · 3 shared positions

$WT $MS $AEM

$149M

51 positions

#24THREADGILL FINANCIAL, LLCActive

Notable overlap · 4 shared positions

$HLT $VLO $COP $PSX

$344M

44 positions

#25BIP Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $BRZE $JHG $COP $AFL

$2.5B

453 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.