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Hedge Funds Similar to Rydar Equities,

13F Portfolio OverlapQ1 2026Rydar Equities, portfolio →
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Most similar hedge funds by 13F overlap

Rydar Equities, Inc. is an institutional investor managing $129M across 92 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 Rydar Equities, are Vertrix Wealth ,, Greystone Financial Group,, MORGAN DEMPSEY, with shared positions in $MS, $LMT, $WM, $AXP, $MCD, $KO. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$MS$LMT$WM$AXP$MCD$KO
$272M
95 positions
#2Greystone Financial Group, LLCPassive
Notable overlap · 6 shared positions
$MS$WM$LMT$KO$MCD$CRWD
$353M
78 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$T$LMT$KO$MCD$UNP$CMI
$220M
148 positions
#4EDGAR LOMAX CO/VAActive
Notable overlap · 6 shared positions
$T$KO$LMT$MS$UNP$UNH
$1.4B
56 positions
#5Stokes Capital Advisors, LLCPassive
Notable overlap · 6 shared positions
$LMT$KO$MS$MCD$AXP$UNP
$446M
104 positions
#6Stillwater Wealth Management GroupPassive
Notable overlap · 5 shared positions
$MS$WM$LMT$KO$MCD
$162M
77 positions
#7LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$T$WM$KO$MCD$UNH
$970M
154 positions
#8Signet Investment Advisory Group, Inc.Passive
Notable overlap · 6 shared positions
$WM$KO$MCD$AXP$LMT$UNH
$218M
69 positions
#9Buck Wealth Strategies, LLCActive
Notable overlap · 5 shared positions
$MS$WM$LMT$KO$UNH
$810M
166 positions
#10Atwater Malick LLCActive
Notable overlap · 5 shared positions
$MS$WM$KO$MCD$CMI
$370M
100 positions
#11Focused Investors LLCActive
Some overlap · 5 shared positions
$MS$LMT$MCD$AXP$UNH
$3.1B
22 positions
#12SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 7 shared positions
$LMT$MCD$MS$UNP$UNH$DIA
$1.8B
176 positions
#13Griffith & Werner, Inc.Active
Some overlap · 5 shared positions
$T$KO$LMT$AXP$UNH
$202M
72 positions
#14Atlas Wealth LLCPassive
Some overlap · 5 shared positions
$MS$LMT$WM$MCD$CRWD
$334M
115 positions
#15Stack Financial Management, IncActive
Some overlap · 4 shared positions
$T$WM$LMT$KO
$1.4B
52 positions
#16Constitution Capital LLCActive
Some overlap · 8 shared positions
$KO$WM$AXP$UNP$UNH$MCD
$200M
61 positions
#17Flavin Financial Services, Inc.Passive
Some overlap · 5 shared positions
$MS$LMT$MCD$UNH$COF
$149M
72 positions
#18Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$WM$T$LMT$MCD
$302M
93 positions
#19LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$WM$COF$AXP$LMT$CRWD
$192M
113 positions
#20Drexel Morgan & Co.Active
Some overlap · 5 shared positions
$T$KO$AXP$UNP$MCD
$682M
60 positions
#21HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$WM$MCD$UNP$LMT$AXP$KO
$280M
107 positions
#22Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$AXP$MCD$TRV$KO$UNP$UNH
$78M
111 positions
#23RBO & CO LLCActive
Some overlap · 4 shared positions
$WM$LMT$KO$MCD
$620M
57 positions
#24Titan Investment Management LLCPassive
Some overlap · 5 shared positions
$MS$LMT$AZO$UNH$PLTR
$113M
37 positions
#25SageGuard Financial Group, LLCPassive
Some overlap · 5 shared positions
$LMT$KO$MCD$T$WM
$646M
196 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.