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Hedge Funds Similar to Richard Young Associates, Ltd.

13F Portfolio OverlapQ2 2026Richard Young Associates, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Richard Young Associates, Ltd. is an institutional investor managing $150M across 29 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 Richard Young Associates, Ltd. are MORGAN DEMPSEY, EDGAR LOMAX, Tortuga Wealth, with shared positions in $SO, $T, $SBUX. The full ranking of 5 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SO$T$SBUX
$233M
122 positions
#2EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$SO$T$SBUX
$1.3B
58 positions
#3Tortuga Wealth Management, IncPassive
Slight overlap · 3 shared positions
$SBUX$SO$T
$132M
135 positions
#4Hayek Kallen Investment ManagementActive
Slight overlap · 3 shared positions
$SO$T$SBUX
$330M
97 positions
#5Cedar Mountain Advisors, LLCActive
Slight overlap · 3 shared positions
$SBUX$SO$T
$581M
1,175 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.