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Hedge Funds Similar to Paul R. Ried Financial Group,

13F Portfolio OverlapQ1 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 Q1 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 MFG WEALTH ,, MARS JEWETT FINANCIAL GROUP,, ABSHER WEALTH ,, with shared positions in $BA, $GLDM, $SBUX, $AMGN, $SIVR, $GLTR. The full ranking of 25 similar funds is below.

#1MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$BA$GLDM$SBUX
$121M
61 positions
#2MARS JEWETT FINANCIAL GROUP, INC.Smart money
Some overlap · 3 shared positions
$BA$SBUX$AMGN
$316M
37 positions
#3ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$BA$SBUX$AMGN
$853M
70 positions
#4Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$BA$SBUX$AMGN
$308M
68 positions
#5Tradewinds Capital Management, LLCActive
Some overlap · 3 shared positions
$GLDM$SIVR$SBUX
$504M
719 positions
#6Cohen Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$SBUX$BA$AMGN
$210M
79 positions
#7DB Fitzpatrick & Co, IncActive
Slight overlap · 3 shared positions
$BA$SBUX$AMGN
$117M
106 positions
#8Bangor Savings BankActive
Slight overlap · 3 shared positions
$GLDM$BA$AMGN
$1.3B
542 positions
#9Capital World InvestorsPassive
Slight overlap · 3 shared positions
$SBUX$BA$AMGN
$732.9B
620 positions
#10WT Wealth ManagementPassive
Slight overlap · 3 shared positions
$GLDM$SBUX$SIVR
$336M
138 positions
#11Smart Portfolios, LLCPassive
Slight overlap · 3 shared positions
$BA$SBUX$AMGN
$100M
99 positions
#12Sumitomo Mitsui DS Asset Management Company, LtdActive
Slight overlap · 3 shared positions
$GLDM$BA$AMGN
$12.4B
770 positions
#13Lakeside Advisors, INC.Active
Slight overlap · 3 shared positions
$SBUX$BA$AMGN
$150M
65 positions
#14Coastwise Capital Group, LLCPassive
Slight overlap · 3 shared positions
$BA$SBUX$AMGN
$180M
128 positions
#15MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Slight overlap · 3 shared positions
$GLTR$SIVR$AMGN
$1.3B
143 positions
#16Blossom Wealth ManagementPassive
Slight overlap · 3 shared positions
$SBUX$SIVR$AMGN
$67M
74 positions
#17SEMPER AUGUSTUS INVESTMENTS GROUP LLCActive
Slight overlap · 3 shared positions
$SBUX$GLDM$SIVR
$837M
44 positions
#18Institute for Wealth Management, LLC.Passive
Slight overlap · 3 shared positions
$SBUX$BA$AMGN
$938M
542 positions
#19Antonelli Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$GLDM$GLTR$AMGN
$145M
52 positions
#20Pacific Sage Partners, LLCActive
Slight overlap · 3 shared positions
$SBUX$BA$AMGN
$636M
121 positions
#21Spectrum Planning & Advisory Services Inc.Passive
Slight overlap · 4 shared positions
$GLDM$SIVR$BA$AMGN
$202M
114 positions
#22Aspire Capital Advisors LLCActive
Slight overlap · 3 shared positions
$SBUX$BA$AMGN
$444M
122 positions
#23Seneschal Advisors, LLCActive
Slight overlap · 3 shared positions
$SBUX$AMGN$BA
$135M
594 positions
#24Hofer & Associates. IncActive
Slight overlap · 3 shared positions
$SBUX$AMGN$GLDM
$186M
64 positions
#25MKT Advisors LLCActive
Slight overlap · 3 shared positions
$GLDM$SBUX$AMGN
$298M
157 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.