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Hedge Funds Similar to RICHARDSON FINANCIAL SERVICES

13F Portfolio OverlapQ1 2026RICHARDSON FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

RICHARDSON FINANCIAL SERVICES INC. is an institutional investor managing $160M across 613 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 RICHARDSON FINANCIAL SERVICES are Jacobs Equity, Elm Partners, Sandro Wealth, with shared positions in $GMM, $RL, $UNIT, $SCHW, $DDOG, $AMD. The full ranking of 25 similar funds is below.

#1Jacobs Equity LLCPassive
Some overlap · 4 shared positions
$GMM$RL$UNIT$SCHW
$112M
105 positions
#2Elm Partners Management LLCActive
Some overlap · 6 shared positions
$GMM$RL$SCHW$DDOG$AMD$UNIT
$2.3B
158 positions
#3Sandro Wealth Management LLCPassive
Some overlap · 8 shared positions
$MCD$TMUS$CTAS$TJX$TT$TMO
$125M
99 positions
#4AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 6 shared positions
$GMM$UNIT$NTRB$SCHW$DDOG$SNPS
$206M
97 positions
#5K2 Financial Inc.Passive
Some overlap · 6 shared positions
$UNIT$GMM$MCD$DDOG$NOC$SNPS
$138M
59 positions
#6Zinnia Wealth Advisory, LLCPassive
Some overlap · 5 shared positions
$GMM$NTRB$MCD$AMD$SCHW
$89M
96 positions
#7Sherman Wealth Management LLCPassive
Some overlap · 4 shared positions
$GMM$UNIT$NTRB$AMD
$116M
80 positions
#8Financial Gravity Asset Management, Inc.Passive
Some overlap · 3 shared positions
$GMM$RL$SNPS
$562M
973 positions
#9Roan Capital PartnersPassive
Some overlap · 3 shared positions
$GMM$RL$DDOG
$108M
77 positions
#10Trivium Point Advisory, LLCPassive
Some overlap · 7 shared positions
$MCD$TMUS$CTAS$AMD$TMO$TT
$553M
270 positions
#11Integrity Wealth Solutions LLCPassive
Some overlap · 4 shared positions
$GMM$UNIT$SCHW$DDOG
$255M
130 positions
#12Wrenne Financial Planning LLCSmart money
Some overlap · 4 shared positions
$GMM$UNIT$SCHW$DDOG
$255M
49 positions
#13Grey Fox Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$GMM$UNIT$SCHW$DDOG
$518M
140 positions
#14Brooklyn FI, LLCActive
Some overlap · 4 shared positions
$GMM$UNIT$SCHW$DDOG
$476M
78 positions
#15MATHER GROUP, LLC.Active
Some overlap · 5 shared positions
$RL$UNIT$DDOG$SNPS$MCD
$10.0B
1,896 positions
#16Banque Transatlantique SAActive
Some overlap · 7 shared positions
$MCD$AMD$ISRG$TT$TMO$LIN
$4.2B
442 positions
#17Aspire Private Capital, LLCPassive
Some overlap · 5 shared positions
$GMM$CTAS$DDOG$TT$LIN
$443M
170 positions
#18STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 7 shared positions
$CTAS$TJX$AMD$ISRG$TT$LIN
$715M
72 positions
#19GenTrust, LLCActive
Some overlap · 5 shared positions
$RL$SCHW$AMD$DDOG$SNPS
$2.3B
282 positions
#20Garde Capital, Inc.Active
Some overlap · 4 shared positions
$RL$UNIT$SCHW$TMUS
$1.7B
198 positions
#21WestEnd Advisors, LLCActive
Some overlap · 4 shared positions
$RL$TMUS$TJX$TMO
$4.1B
391 positions
#22ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$GMM$UNIT$RL
$875M
989 positions
#23Rodgers & Associates, LTDActive
Some overlap · 4 shared positions
$GMM$UNIT$SCHW$NTRB
$982M
101 positions
#24Livet Wealth, LLCPassive
Some overlap · 3 shared positions
$GMM$UNIT$SCHW
$157M
117 positions
#25Schwallier Wealth Management LLCActive
Some overlap · 3 shared positions
$GMM$UNIT$DDOG
$137M
58 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.