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Hedge Funds Similar to Ridgeline Wealth Planning,

13F Portfolio OverlapQ1 2026Ridgeline Wealth Planning, portfolio →
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Most similar hedge funds by 13F overlap

Ridgeline Wealth Planning, LLC is an institutional investor managing $137M across 51 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 Ridgeline Wealth Planning, are Arlington ,, STEPHEN J. GARRY & ASSOCIATES,, Prairie Wealth Advisors,, with shared positions in $IAU, $SAN, $LRCX, $COP, $BXSL, $NOC. The full ranking of 25 similar funds is below.

#1Arlington Capital Management, Inc.Passive
Some overlap · 3 shared positions
$IAU$SAN$LRCX
$177M
111 positions
#2STEPHEN J. GARRY & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$IAU$SAN$COP
$124M
51 positions
#3Prairie Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$IAU$BXSL$SAN$NOC
$231M
152 positions
#4MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$SAN$PH
$567M
136 positions
#5WealthCare Investment Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SAN$NOC
$360M
191 positions
#6Gradient Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$LRCX$COP
$386M
177 positions
#7Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$COP$NOC
$218M
69 positions
#8CacheTech Inc.Passive
Some overlap · 4 shared positions
$COP$MTG$SAN$NOC
$519M
177 positions
#9Adams Wealth ManagementPassive
Some overlap · 4 shared positions
$COP$MTG$SAN$NOC
$455M
145 positions
#10DSG Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$LRCX$COP
$625M
123 positions
#11Sagace Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$COP$PH
$149M
70 positions
#12WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$COP$NOC
$508M
107 positions
#13Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$IAU$COP$OTIS
$186M
163 positions
#14Capstone Wealth Management Group LLCPassive
Some overlap · 3 shared positions
$SAN$LRCX$BXSL
$163M
123 positions
#15Tudor Financial Inc.Passive
Some overlap · 3 shared positions
$SAN$IAU$NOC
$195M
138 positions
#16Beacon Bridge Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SAN$COP
$299M
101 positions
#17American Trust Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$SAN$LRCX$COP
$181M
76 positions
#18DecisionPoint Financial, LLCActive
Some overlap · 3 shared positions
$IAU$COP$PH
$464M
679 positions
#19FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 3 shared positions
$IAU$COP$SAN
$1.5B
341 positions
#20Wealth Management Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SAN$OTIS
$350M
147 positions
#21Kraft, Davis & Associates, LLCPassive
Some overlap · 3 shared positions
$SAN$COP$OTIS
$469M
151 positions
#22Crestmont Private Wealth LLCActive
Some overlap · 4 shared positions
$IAU$LRCX$COP$PH
$317M
105 positions
#23Braun-Bostich & Associates Inc.Passive
Some overlap · 3 shared positions
$IAU$COP$LRCX
$160M
126 positions
#24Capital Group Private Client Services, Inc.Active
Some overlap · 3 shared positions
$IAU$COP$NOC
$5.9B
240 positions
#25RE ADVISERS CORPActive
Some overlap · 4 shared positions
$LRCX$COP$NOC$PH
$3.7B
111 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.