Hedge Funds Similar to Paul R. Ried Financial Group

13F Portfolio OverlapQ2 2026Paul R. Ried Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Paul R. Ried Financial Group, LLC is an institutional investor managing $229M across 47 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Paul R. Ried Financial Group are S. R. Schill & Associates, MARS JEWETT FINANCIAL GROUP, DB Fitzpatrick, with shared positions in $BA, $GLDM, $MVIS, $SBUX, $AMGN, $GLTR. The full ranking of 25 similar funds is below.

#1S. R. Schill & AssociatesSmart money

Some overlap · 3 shared positions

$BA $GLDM $MVIS

$166M

25 positions

#2MARS JEWETT FINANCIAL GROUP, INC.Smart money

Some overlap · 3 shared positions

$BA $SBUX $AMGN

$494M

46 positions

#3DB Fitzpatrick & Co, IncActive

Some overlap · 3 shared positions

$BA $SBUX $AMGN

$124M

100 positions

#4Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$BA $SBUX $AMGN

$330M

73 positions

#5Hobbs Group Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $GLTR $SBUX

$380M

164 positions

#6ABSHER WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$BA $AMGN $SBUX

$878M

73 positions

#7ENTRUST FINANCIAL LLCActive

Some overlap · 3 shared positions

$154M

445 positions

#8Cohen Investment Advisors LLCPassive

Some overlap · 3 shared positions

$SBUX $BA $AMGN

$223M

81 positions

#9Bangor Savings BankActive

Some overlap · 3 shared positions

$GLDM $BA $AMGN

$1.4B

543 positions

#10Tennessee Valley Asset Management PartnersActive

Some overlap · 3 shared positions

$907M

207 positions

#11WFA of San Diego, LLCPassive

Some overlap · 3 shared positions

$GLDM $BA $AMGN

$122M

94 positions

#12Quantum Financial Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $STX $AMGN

$1.0B

251 positions

#13Mission Creek Capital Partners, Inc.Passive

Some overlap · 3 shared positions

$GLDM $SIVR $AMGN

$569M

231 positions

#14Spectrum Planning & Advisory Services Inc.Active

Slight overlap · 3 shared positions

$GLDM $BA $SIVR

$223M

120 positions

#15Seneschal Advisors, LLCActive

Slight overlap · 3 shared positions

$SBUX $BA $AMGN

$146M

596 positions

#16Arlington Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$SBUX $STX $AMGN

$787M

107 positions

#17Smart Portfolios, LLC

Slight overlap · 3 shared positions

$BA $SBUX $AMGN

$100M

99 positions

#18Coastwise Capital Group, LLCPassive

Slight overlap · 3 shared positions

$SBUX $BA $AMGN

$172M

143 positions

#19Pacific Asset Management, LLCActive

Slight overlap · 3 shared positions

$BA $SBUX $AMGN

$204M

76 positions

#20Hofer & Associates. IncActive

Slight overlap · 3 shared positions

$SBUX $GLDM $AMGN

$207M

70 positions

#21Granite Group Advisors, LLCActive

Slight overlap · 3 shared positions

$SBUX $STX $AMGN

$169M

84 positions

#22Pacific Sage Partners, LLCActive

Slight overlap · 3 shared positions

$SBUX $BA $AMGN

$705M

127 positions

#23FELL CAPITAL MANAGEMENT /ADVPassive

Slight overlap · 3 shared positions

$SBUX $BA $AMGN

$119M

96 positions

#24A4 Wealth Advisors LLCActive

Slight overlap · 3 shared positions

$GLDM $SBUX $AMGN

$151M

92 positions

#25LAM GROUP, INC.Active

Slight overlap · 3 shared positions

$BA $AMGN $PPLT

$201M

139 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.