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Hedge Funds Similar to Richmond Investment Services,

13F Portfolio OverlapQ1 2026Richmond Investment Services, portfolio →
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Most similar hedge funds by 13F overlap

Richmond Investment Services, LLC is an institutional investor managing $619M across 255 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 Richmond Investment Services, are HALL, 1 NORTH WEALTH SERVICES, Westview dba Westview Investment Advisors, with shared positions in $USB, $JHG, $MKL, $SHW, $GSAT, $AGQ. The full ranking of 25 similar funds is below.

#1HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 4 shared positions
$USB$JHG$MKL$SHW
$280M
107 positions
#21 NORTH WEALTH SERVICES LLCPassive
Notable overlap · 3 shared positions
$JHG$USB$GSAT
$277M
270 positions
#3Westview Management dba Westview Investment AdvisorsPassive
Notable overlap · 3 shared positions
$USB$JHG$SHW
$192M
70 positions
#4WT Wealth ManagementPassive
Notable overlap · 4 shared positions
$JHG$SHW$USB$GSAT
$336M
138 positions
#5Financial Freedom, LLCPassive
Notable overlap · 3 shared positions
$USB$SHW$GSAT
$201M
426 positions
#6VIAWEALTH, LLCPassive
Notable overlap · 3 shared positions
$JHG$USB$AGQ
$180M
159 positions
#7Symphony Financial Services, Inc.Passive
Notable overlap · 3 shared positions
$JHG$SHW$BTSG
$195M
99 positions
#8Foundation Wealth Management, LLC\PAActive
Notable overlap · 4 shared positions
$USB$MKL$SE$GMM
$284M
91 positions
#9Ergawealth Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$JHG$SHW$BTSG
$226M
55 positions
#10First Financial Group CorpActive
Notable overlap · 3 shared positions
$JHG$SHW$GSAT
$122M
80 positions
#11CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$JHG$MKL$AGQ$SE
$648M
134 positions
#12Mason & Associates IncActive
Notable overlap · 3 shared positions
$JHG$SHW$VRT
$516M
160 positions
#13OneAscent Wealth Management LLCActive
Notable overlap · 3 shared positions
$JHG$USB$SHW
$302M
157 positions
#14Clearwater Capital Advisors, LLCActive
Notable overlap · 5 shared positions
$JHG$USB$SE$GSAT$AGQ
$1.2B
177 positions
#15Englebert Financial Advisers, LLCActive
Notable overlap · 3 shared positions
$JHG$MKL$CRM
$88M
55 positions
#16BLUELINE ADVISORS LLCActive
Notable overlap · 4 shared positions
$USB$JHG$SHW$SE
$129M
217 positions
#17MilWealth Group LLCSmart money
Notable overlap · 4 shared positions
$USB$MKL$CRM$WEC
$420M
81 positions
#18Future Financial Wealth Managment LLCActive
Notable overlap · 3 shared positions
$JHG$SHW$USB
$155M
128 positions
#19Three Cord True Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$JHG$GMM$USB$AGQ
$180M
39 positions
#20Pioneer Wealth Management GroupSmart money
Notable overlap · 3 shared positions
$USB$MKL$CRM
$357M
50 positions
#21CASTLE WEALTH MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$JHG$USB$CRM
$309M
132 positions
#22Split Rock Private Trading & Wealth Management, LLCActive
Notable overlap · 4 shared positions
$JHG$GMM$USB$AGQ
$129M
46 positions
#23Great Point Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$JHG$GMM$SE
$542M
62 positions
#24PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Notable overlap · 3 shared positions
$USB$MKL$GSAT
$1.6B
236 positions
#25DAVIS SELECTED ADVISERSActive
Notable overlap · 3 shared positions
$USB$MKL$SE
$21.8B
112 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.