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Hedge Funds Similar to RIVERCHASE WEALTH ,

13F Portfolio OverlapQ1 2026RIVERCHASE WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

RIVERCHASE WEALTH MANAGEMENT, LLC is an institutional investor managing $192M across 73 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 RIVERCHASE WEALTH , are Harbor Island, Savant ,, Kestra Investment ,, with shared positions in $WFC, $NKE, $AMAT, $NEE, $WT, $MS. The full ranking of 25 similar funds is below.

#1Harbor Island Capital LLCActive
Notable overlap · 3 shared positions
$WFC$NKE$AMAT
$269M
16 positions
#2Savant Capital, LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$WT
$20.7B
1,500 positions
#3Kestra Investment Management, LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$WT
$5.8B
439 positions
#4Kane Co Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$NKE$NEE$WT
$119M
51 positions
#5Trademark Financial Management, LLCPassive
Notable overlap · 4 shared positions
$NKE$MS$WT$SHW
$204M
102 positions
#6Vistica Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$WFC
$100M
49 positions
#7McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$NKE$NEE$WT
$119M
65 positions
#8OMNI 360 Wealth, Inc.Passive
Some overlap · 4 shared positions
$NKE$MS$WT$NEE
$194M
125 positions
#9DiNuzzo Private Wealth, Inc.Active
Some overlap · 3 shared positions
$NKE$NEE$SHW
$928M
1,345 positions
#10CLARIS ADVISORS, LLC / MO /Active
Some overlap · 3 shared positions
$NKE$NEE$AMAT
$334M
70 positions
#11BARNES PETTEY FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$NKE$NEE$AMAT
$229M
156 positions
#12SB Capital Management Inc
Some overlap · 3 shared positions
$NKE$NEE$SHW
$273M
93 positions
#13MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$NKE$NEE$MS
$634M
106 positions
#14Prism Advisors, Inc.Active
Some overlap · 3 shared positions
$NKE$MS$WT
$375M
75 positions
#15Foster Group, Inc.Active
Some overlap · 3 shared positions
$NKE$NEE$WFC
$3.4B
284 positions
#16Focus Partners Advisor Solutions, LLCPassive
Some overlap · 3 shared positions
$NKE$NEE$WT
$9.9B
1,249 positions
#17EARNED WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$NKE$MS$WT
$1.5B
468 positions
#18MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$NEE$WFC$MS$AMAT$NKE
$1.1B
105 positions
#19RVW Wealth, LLCActive
Some overlap · 3 shared positions
$SSL$WT$MS
$1.3B
176 positions
#20BRIDGER MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$NKE$MS$DASH
$128M
24 positions
#21SAX WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$NKE$NEE$RBLX$SSL$AMAT
$2.1B
482 positions
#22Beckerman Institutional, LLCPassive
Some overlap · 3 shared positions
$NKE$MS$WT
$188M
121 positions
#23Clarity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$NKE$MS$WT$WFC
$198M
290 positions
#24Evergreen Wealth Partners LLCActive
Some overlap · 5 shared positions
$NKE$MS$SHW$NEE$SSL
$131M
84 positions
#25Somerset Group LLCActive
Some overlap · 3 shared positions
$WFC$NEE$SHW
$135M
59 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.