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Hedge Funds Similar to Lord & Richards Wealth ,

13F Portfolio OverlapQ1 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 $114M across 50 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 Lord & Richards Wealth , are Second Line ,, Strong Retirement Solutions, 6th Street Advisors,, with shared positions in $DUK, $PWR, $FANG, $CHE, $AMT, $APH. The full ranking of 25 similar funds is below.

#1Second Line Capital, LLCActive
Substantial overlap · 10 shared positions
$DUK$PWR$FANG$CHE$AMT$APH
$528M
185 positions
#2Strong Retirement Solutions LLCPassive
Notable overlap · 15 shared positions
$PWR$APH$FANG$NOW$AMT$PGR
$143M
86 positions
#36th Street Advisors, LLCActive
Notable overlap · 10 shared positions
$DUK$PWR$FANG$AMT$PGR$APH
$159M
59 positions
#4Clarus Group, Inc.Active
Notable overlap · 4 shared positions
$DUK$PWR$FANG$PGR
$279M
113 positions
#5BROGAN FINANCIAL, INC.Smart money
Notable overlap · 4 shared positions
$DUK$PWR$FANG$AMT
$227M
56 positions
#6GERBER, LLCActive
Notable overlap · 3 shared positions
$DUK$AMD$ACN
$179M
88 positions
#7Park Place Capital CorpPassive
Notable overlap · 10 shared positions
$DUK$PWR$FANG$AMT$APH$PGR
$499M
850 positions
#8Signal Advisors Wealth, LLCPassive
Notable overlap · 11 shared positions
$DUK$PWR$FANG$NOW$APH$AMT
$1.5B
582 positions
#9SevenBridge Financial Group, LLCPassive
Notable overlap · 3 shared positions
$DUK$PWR$FANG
$640M
202 positions
#10Pandora Wealth, Inc.
Notable overlap · 3 shared positions
$DUK$PWR$BR
$165M
224 positions
#11RPG Investment Advisory, LLCPassive
Some overlap · 6 shared positions
$PWR$FANG$NOW$ISRG$AMD$CRWD
$829M
92 positions
#12Mendel Money ManagementPassive
Some overlap · 6 shared positions
$PWR$DUK$APH$NOW$UBER$ACN
$239M
137 positions
#13Aptus Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$DUK$FANG$PGR$PWR
$12.7B
1,671 positions
#14LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$APH$PWR$NOW$ISRG$AMD$UBER
$1.4B
216 positions
#15NZS Capital, LLCActive
Some overlap · 5 shared positions
$APH$PWR$PGR$ISRG$UBER
$3.0B
58 positions
#16Diversified Enterprises, LLCActive
Some overlap · 3 shared positions
$DUK$LMT$PWR
$1.8B
413 positions
#17CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$PWR$APH$MSI$ISRG
$405M
73 positions
#18BCWM, LLCPassive
Some overlap · 3 shared positions
$DUK$AMD$LMT
$353M
57 positions
#19South Street Advisors LLCActive
Some overlap · 3 shared positions
$PWR$APH$NOW
$690M
83 positions
#20EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$DUK$AMT$ACN$LMT
$1.4B
56 positions
#21ITHAKA GROUP LLCActive
Some overlap · 6 shared positions
$APH$NOW$ISRG$AMD$CRWD$UBER
$482M
38 positions
#22Sarasin & Partners LLPActive
Some overlap · 5 shared positions
$DUK$PWR$AMT$UBER$ISRG
$8.2B
88 positions
#23Impact Investors, IncPassive
Some overlap · 5 shared positions
$PWR$NOW$APH$ISRG$AMD
$144M
106 positions
#24Barden Capital Management, Inc.Passive
Some overlap · 5 shared positions
$PWR$FANG$MSI$NOW$UBER
$117M
58 positions
#25ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 6 shared positions
$PWR$NOW$AMD$CRWD$UBER$APH
$3.5B
110 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.