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Hedge Funds Similar to Rialto Wealth

13F Portfolio OverlapQ2 2026Rialto Wealth portfolio →
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Most similar hedge funds by 13F overlap

Rialto Wealth Management, LLC is an institutional investor managing $505M across 1,934 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 Rialto Wealth are Legacy Advisory Services, Davis, Portland Global Advisors, with shared positions in $AN, $ETN, $SHOP, $AMGN, $BNY, $MDY. The full ranking of 25 similar funds is below.

#1Legacy Advisory Services, LLCActive
Some overlap · 3 shared positions
$AN$ETN$SHOP
$139M
80 positions
#2Davis Capital ManagementPassive
Some overlap · 4 shared positions
$AN$AMGN$ETN$BNY
$167M
1,175 positions
#3Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$AMGN$MDY$ETN$BNY
$1.1B
154 positions
#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 4 shared positions
$ICE$SYK$CARR$ETN
$2.1B
131 positions
#5Pegasus Asset Management, Inc.Passive
Some overlap · 4 shared positions
$SYK$MDY$ETN$CARR
$351M
75 positions
#6Cypress Capital, LLCActive
Some overlap · 4 shared positions
$AMGN$ETN$SHOP$MDY
$377M
117 positions
#7Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$ICE$SYK$ETN
$2.8B
151 positions
#8GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$AMGN$SYK$ETN
$1.2B
611 positions
#9DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$AMGN$SYK$ETN
$121M
100 positions
#10BROWN, LISLE/CUMMINGS, INC.Passive
Some overlap · 3 shared positions
$ICE$AMGN$SYK
$453M
1,058 positions
#11Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$AMGN$SYK$CARR
$1.0B
765 positions
#12LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$AMGN$SYK$CARR
$273M
104 positions
#13ARWA LLCPassive
Some overlap · 3 shared positions
$AMGN$SYK$CARR
$272M
145 positions
#14Oak Asset Management, LLCActive
Some overlap · 3 shared positions
$AMGN$SYK$ICE
$317M
112 positions
#15Carnegie Lake Advisors LLCPassive
Some overlap · 4 shared positions
$AMGN$SYK$WMB$BNY
$268M
168 positions
#16BRADY FAMILY WEALTH, LLCPassive
Some overlap · 3 shared positions
$AMGN$SYK$ETN
$346M
113 positions
#17MRWM Advisors, LLCActive
Some overlap · 3 shared positions
$AMGN$MDY$ETN
$243M
80 positions
#18Birch Capital Management, LLCPassive
Some overlap · 3 shared positions
$ICE$AMGN$WMB
$205M
79 positions
#19First Financial Bank - Trust DivisionActive
Some overlap · 3 shared positions
$SYK$MDY$ETN
$1.4B
205 positions
#20Bank of New HampshirePassive
Some overlap · 3 shared positions
$MDY$SYK$ETN
$463M
527 positions
#21NIXON PEABODY TRUST COActive
Some overlap · 4 shared positions
$SYK$ETN$ICE$ARM
$1.5B
191 positions
#22CENTRAL BANK & TRUST COActive
Some overlap · 4 shared positions
$MDY$AMGN$SYK$WMB
$701M
181 positions
#23BEARING POINT CAPITAL, LLCPassive
Some overlap · 3 shared positions
$MDY$SYK$ETN
$740M
203 positions
#24Cornerstone Wealth Group, LLCPassive
Some overlap · 4 shared positions
$AMGN$RXO$ETN$WMB
$1.7B
504 positions
#25Cornerstone Capital, Inc.Active
Some overlap · 3 shared positions
$AMGN$ETN$SHOP
$1.1B
120 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.