13F Pro

Hedge Funds Similar to Ryan Investment ,

13F Portfolio OverlapQ1 2026Ryan Investment , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Ryan Investment Management, Inc. is an institutional investor managing $221M across 30 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 Ryan Investment , are TWO SIGMA SECURITIES,, CLIFTONLARSONALLEN WEALTH ADVISORS,, QUEST INVESTMENT, with shared positions in $AGQ, $NOW, $MKL, $MUFG. The full ranking of 25 similar funds is below.

#1TWO SIGMA SECURITIES, LLCPassive
Slight overlap · 3 shared positions
$AGQ$NOW$MKL
$861M
1,599 positions
#2CLIFTONLARSONALLEN WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$AGQ$MKL$NOW
$6.8B
222 positions
#3QUEST INVESTMENT MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$AGQ$NOW$MKL
$857M
122 positions
#4Forefront Analytics, LLCSmart money
Slight overlap · 3 shared positions
$AGQ$NOW$MUFG
$110M
39 positions
#5Centennial Bank/AR/Passive
Slight overlap · 4 shared positions
$AGQ$NOW$MKL$MUFG
$279M
323 positions
#6Davis Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$NOW$AGQ$MUFG
$120M
72 positions
#7Liberty Atlantic Advisors LLCActive
Slight overlap · 3 shared positions
$NOW$MKL$MUFG
$117M
73 positions
#8Weil Company, Inc.Passive
Slight overlap · 3 shared positions
$NOW$MKL$MUFG
$445M
115 positions
#9JNBA Financial AdvisorsActive
Slight overlap · 3 shared positions
$NOW$MKL$MUFG
$1.2B
819 positions
#10Blue Edge Capital, LLCActive
Slight overlap · 3 shared positions
$NOW$MKL$MUFG
$753M
134 positions
#11OLIO Financial PlanningSmart money
Slight overlap · 3 shared positions
$NOW$MKL$MUFG
$361M
72 positions
#12Avise Financial Cooperative, Inc.Passive
Slight overlap · 3 shared positions
$NOW$MKL$MUFG
$121M
102 positions
#13Archer Investment Management, LLCPassive
Slight overlap · 3 shared positions
$NOW$MKL$MUFG
$238M
108 positions
#14GOULD ASSET MANAGEMENT LLC /CA/Active
Slight overlap · 3 shared positions
$NOW$MKL$MUFG
$576M
171 positions
#15Laurel Wealth Planning LLCActive
Slight overlap · 3 shared positions
$NOW$AGQ$MUFG
$190M
59 positions
#16Litman Gregory Wealth Management LLC
Slight overlap · 3 shared positions
$NOW$MKL$MUFG
$1.4B
357 positions
#17Pitcairn Wealth Advisors LLCActive
Slight overlap · 3 shared positions
$NOW$MUFG$AGQ
$1.1B
271 positions
#18Equita Financial Network, Inc.Active
Slight overlap · 3 shared positions
$NOW$MKL$MUFG
$318M
87 positions
#19eCIO, Inc.Active
Slight overlap · 3 shared positions
$NOW$MUFG$MKL
$228M
42 positions
#20LFA - Lugano Financial Advisors SAActive
Slight overlap · 3 shared positions
$NOW$MUFG$MKL
$197M
223 positions
#21Horst & Graben Wealth Management LLCPassive
Slight overlap · 3 shared positions
$NOW$MKL$MUFG
$729M
195 positions
#22RTD Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$NOW$MUFG$MKL
$814M
114 positions
#23Omega Financial Group, LLCPassive
Slight overlap · 3 shared positions
$NOW$MUFG$MKL
$308M
101 positions
#24Topel & Distasi Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MKL$MUFG$NOW
$193M
58 positions
#25Physician Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$AGQ$MUFG$NOW
$719M
2,057 positions

Compare Ryan Investment ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Ryan Investment ,’s holdings

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.