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Hedge Funds Similar to Riverbend Wealth

13F Portfolio OverlapQ3 2026Riverbend Wealth portfolio →
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Most similar hedge funds by 13F overlap

Riverbend Wealth Management, LLC is an institutional investor managing $220M across 171 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 Riverbend Wealth are Stratos Investment, Lineweaver Wealth Advisors, Asio, with shared positions in $ALPS, $DELL, $C, $AXP, $APH, $GD. The full ranking of 25 similar funds is below.

#1Stratos Investment Management, LLCPassive
Notable overlap · 13 shared positions
$ALPS$DELL$C$AXP$APH$GD
$2.8B
382 positions
#2Lineweaver Wealth Advisors, LLCPassive
Notable overlap · 6 shared positions
$ALPS$DELL$C$IAU$ASML$AMGN
$863M
182 positions
#3Asio Capital, LLCActive
Notable overlap · 8 shared positions
$DELL$C$AXP$APH$CRH$ASML
$816M
131 positions
#4American Alpha Advisors, LLCPassive
Some overlap · 5 shared positions
$ALPS$AMGN$BKNG$UBER$GD
$185M
95 positions
#5SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$C$APH$GD$BKNG$ASML$UBER
$254M
141 positions
#6Annex Advisory Services, LLCActive
Some overlap · 4 shared positions
$ALPS$ASML$UBER$MS
$6.1B
377 positions
#7Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$AXP$IAU$ASML$AMGN
$710M
193 positions
#8Kovitz Investment Group Partners, LLCPassive
Some overlap · 7 shared positions
$C$GD$APH$BKNG$MS$UBER
$4.5B
478 positions
#9BIRINYI ASSOCIATES INCSmart money
Some overlap · 5 shared positions
$DELL$C$AXP$BKNG$AMGN
$423M
61 positions
#10HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$DELL$C$MS$AXP$UBER
$1.1B
115 positions
#11ABNER HERRMAN & BROCK LLCActive
Some overlap · 4 shared positions
$DELL$AXP$C$MS
$1.0B
121 positions
#12BARNES PETTEY FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ALPS$DELL$ASML
$319M
175 positions
#13Alden Global Capital LLCActive
Some overlap · 4 shared positions
$DELL$C$APH$UBER
$273M
19 positions
#14Trilogy Capital Inc.Passive
Some overlap · 4 shared positions
$ALPS$MS$APH$BKNG
$2.6B
409 positions
#15Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$C$AXP$APH$UBER$MS
$222M
88 positions
#16McKinley Carter Wealth Services, Inc.Active
Some overlap · 5 shared positions
$DELL$C$APH$GD$MS
$2.0B
323 positions
#17Spectrum Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$ALPS$MS$ASML
$245M
76 positions
#18Insight Inv LLCPassive
Some overlap · 5 shared positions
$C$AXP$GD$AMGN$MS
$210M
108 positions
#19Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$DELL$C$AMGN$MS
$187M
50 positions
#20CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ALPS$AMGN$MS
$338M
143 positions
#21Acumen Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$DELL$C$APH$ASML
$472M
493 positions
#22Chesley Taft & Associates LLCPassive
Some overlap · 5 shared positions
$AXP$C$APH$UBER$EQT
$2.6B
365 positions
#23Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$AXP$C$GD$AMGN$MS
$142M
106 positions
#24Perennial Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$APH$GD$ASML$AMGN
$669M
137 positions
#25SENTINEL PENSION ADVISORS, LLCActive
Some overlap · 3 shared positions
$ALPS$DELL$IAU
$762M
147 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.