How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Lord & Richards Wealth

13F Portfolio OverlapQ3 2026Lord & Richards Wealth portfolio →

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Most similar hedge funds by 13F overlap

Lord & Richards Wealth Management, LLC is an institutional investor managing $131M across 80 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Lord & Richards Wealth are Strong Retirement Solutions, Wilian Securities, 6th Street Advisors, with shared positions in $APH, $PWR, $NOW, $PGR, $CHE, $CRWD. The full ranking of 25 similar funds is below.

#1Strong Retirement Solutions LLCPassive

Substantial overlap · 12 shared positions

$APH $PWR $NOW $PGR $CHE $CRWD

$178M

84 positions

#2Wilian Securities, LLCPassive

Notable overlap · 12 shared positions

$CRWD $APH $PGR $CHE $PWR $NOW

$169M

89 positions

#36th Street Advisors, LLCActive

Notable overlap · 8 shared positions

$PWR $APH $CHE $PGR $FANG $AMT

$173M

61 positions

#4Second Line Capital, LLCActive

Notable overlap · 9 shared positions

$PWR $FANG $APH $PGR $CHE $AMT

$537M

176 positions

#5Signal Advisors Wealth, LLCPassive

Notable overlap · 11 shared positions

$PWR $APH $NOW $PGR $CHE $FANG

$2.3B

701 positions

#6NZS Capital, LLCActive

Notable overlap · 6 shared positions

$APH $PGR $PWR $ISRG $UBER $CRWD

$3.9B

61 positions

#7Reliant Investment Management, LLCPassive

Notable overlap · 3 shared positions

$PWR $APH $CRWD

$271M

55 positions

#8RPG Investment Advisory, LLCPassive

Notable overlap · 5 shared positions

$PWR $CRWD $NOW $FANG $ISRG

$540M

85 positions

#9Employees Provident Fund BoardActive

Notable overlap · 5 shared positions

$PWR $CRWD $NOW $UBER $ISRG

$17.4B

68 positions

#10Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$APH $NOW $UBER $ISRG

$1.2B

98 positions

#11ITHAKA GROUP LLCActive

Notable overlap · 5 shared positions

$NOW $CRWD $APH $UBER $ISRG

$551M

40 positions

#12CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 4 shared positions

$APH $PWR $MSI $ISRG

$435M

70 positions

#13Mendel Money ManagementPassive

Notable overlap · 6 shared positions

$PWR $APH $NOW $UBER $CHE $FANG

$273M

127 positions

#14Park Place Capital CorpPassive

Notable overlap · 8 shared positions

$APH $PWR $NOW $FANG $AMT $PGR

$629M

1,092 positions

#15Port Capital LLCActive

Notable overlap · 4 shared positions

$APH $PGR $CPRT $MSI

$2.5B

108 positions

#16AMI ASSET MANAGEMENT CORPActive

Notable overlap · 3 shared positions

$PWR $CRWD $NOW

$1.7B

100 positions

#17Rockingstone Advisors LLCPassive

Notable overlap · 4 shared positions

$PWR $CRWD $UBER $ISRG

$249M

112 positions

#18Asio Capital, LLCActive

Notable overlap · 5 shared positions

$CRWD $APH $PWR $UBER $FANG

$816M

131 positions

#19James Hambro & Partners LLPActive

Notable overlap · 4 shared positions

$APH $PGR $ISRG $LMT

$2.9B

68 positions

#20JLB & ASSOCIATES INCPassive