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Hedge Funds Similar to RAM Investment Partners,

13F Portfolio OverlapQ1 2026RAM Investment Partners, portfolio →
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Most similar hedge funds by 13F overlap

RAM Investment Partners, LLC is an institutional investor managing $569M across 121 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 RAM Investment Partners, are Impact Investors,, Forefront Analytics,, IMPACTfolio,, with shared positions in $NOW, $IAU, $AMAT, $AMD, $DHR, $UNH. The full ranking of 25 similar funds is below.

#1Impact Investors, IncPassive
Substantial overlap · 4 shared positions
$NOW$IAU$AMAT$AMD
$144M
106 positions
#2Forefront Analytics, LLCSmart money
Substantial overlap · 4 shared positions
$NOW$DHR$UNH$ABT
$110M
39 positions
#3IMPACTfolio, LLCSmart money
Notable overlap · 3 shared positions
$NOW$MAR$AMAT
$235M
35 positions
#4LFA - Lugano Financial Advisors SAActive
Notable overlap · 5 shared positions
$NOW$IAU$ABT$SNPS$MAR
$197M
223 positions
#5Timonier Family Office, LTD.
Notable overlap · 4 shared positions
$IAU$NEE$NKE$MAR
$315M
56 positions
#6Mokosak Advisory Group, LLCSmart money
Notable overlap · 3 shared positions
$NOW$MAR$WFC
$399M
34 positions
#7GREAT OAK CAPITAL PARTNERS, LLCSmart money
Notable overlap · 4 shared positions
$IAU$NEE$NKE$MAR
$430M
47 positions
#8Bond & Devick Financial Network, Inc.Passive
Notable overlap · 4 shared positions
$NOW$DHR$AMAT$UNH
$358M
188 positions
#9Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 5 shared positions
$IAU$MAR$NEE$NOW$BRZE
$589M
138 positions
#10Rather & Kittrell, Inc.Active
Notable overlap · 4 shared positions
$IAU$DHR$NKE$NEE
$648M
113 positions
#11Yeomans Consulting Group, Inc.
Notable overlap · 5 shared positions
$IAU$NEE$LRCX$SNPS$AMD
$341M
113 positions
#12CPA Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$NEE$DHR
$298M
99 positions
#13Oceanside Advisors LLCActive
Notable overlap · 3 shared positions
$IAU$NEE$NKE
$175M
53 positions
#14CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$IAU$NKE$NEE$AMD
$293M
1,255 positions
#15United Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$IAU$NEE$WFC$DOV
$402M
24 positions
#16Guardian Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$DHR$NKE
$330M
30 positions
#17MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$LRCX$WFC
$1.3B
143 positions
#18Rachor Investment Advisory Services, LLCActive
Notable overlap · 3 shared positions
$IAU$NEE$AMD
$190M
464 positions
#19Financial Harvest, LLCActive
Notable overlap · 4 shared positions
$IAU$NKE$AMD$DOV
$170M
57 positions
#20Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$NKE$BRZE$DOV
$171M
106 positions
#21Proficio Capital Partners LLCActive
Notable overlap · 4 shared positions
$IAU$LRCX$MAR$DOV
$1.9B
248 positions
#22Torren Management, LLCActive
Notable overlap · 5 shared positions
$NOW$NEE$DHR$LRCX$AMAT
$201M
983 positions
#23Permanens Capital L.P.Smart money
Notable overlap · 3 shared positions
$IAU$UNH$DHR
$776M
88 positions
#24Upper Left Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$BRZE$AMD
$169M
68 positions
#25TWIN FOCUS CAPITAL PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$BRZE$DOV
$871M
173 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.