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Hedge Funds Similar to Richard Young Associates, Ltd.

13F Portfolio OverlapQ1 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 $132M across 25 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 Richard Young Associates, Ltd. are Capstone Wealth ,, JACKSON THORNTON WEALTH ,, VESTIA PERSONAL WEALTH ADVISORS, with shared positions in $NKE, $SO, $T, $IAU, $KO. The full ranking of 25 similar funds is below.

#1Capstone Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$SO$T
$143M
50 positions
#2JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$NKE$IAU$KO$SO
$1.1B
286 positions
#3VESTIA PERSONAL WEALTH ADVISORSActive
Substantial overlap · 3 shared positions
$NKE$IAU$KO
$213M
99 positions
#4Guardian Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$IAU$SO
$330M
30 positions
#5PINNEY & SCOFIELD, INC.Active
Substantial overlap · 3 shared positions
$NKE$IAU$T
$185M
243 positions
#6Oceanside Advisors LLCActive
Substantial overlap · 3 shared positions
$NKE$IAU$KO
$175M
53 positions
#7ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 4 shared positions
$NKE$SO$KO$IAU
$158M
125 positions
#8DiNuzzo Private Wealth, Inc.Active
Notable overlap · 3 shared positions
$NKE$IAU$T
$928M
1,345 positions
#9Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$NKE$SO$IAU
$987M
100 positions
#10Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$NKE$IAU$SO
$648M
113 positions
#11Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$KO
$398M
88 positions
#12COWA, LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$T
$371M
158 positions
#13Belleair Asset Management, LLCPassive
Notable overlap · 3 shared positions
$NKE$T$SO
$110M
77 positions
#14Valued Retirements, Inc.Passive
Notable overlap · 3 shared positions
$NKE$IAU$SO
$102M
90 positions
#15Navigate Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$NKE$SO$KO
$142M
72 positions
#16Financial Harvest, LLCActive
Notable overlap · 3 shared positions
$KO$NKE$IAU
$170M
57 positions
#17Windle Wealth, LLCActive
Some overlap · 3 shared positions
$KO$T$SO
$237M
32 positions
#18Griffith & Werner, Inc.Active
Some overlap · 3 shared positions
$KO$T$SO
$202M
72 positions
#19FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 3 shared positions
$KO$T$SO
$1.5B
235 positions
#20LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$KO$T$SO
$970M
154 positions
#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$KO$T$SO
$220M
148 positions
#22Approach Retirement Advisors, LLCActive
Some overlap · 4 shared positions
$NKE$SO$KO$IAU
$120M
79 positions
#23Donalies Financial Planning, LLCActive
Some overlap · 3 shared positions
$NKE$T$IAU
$117M
74 positions
#24Family Legacy, Inc.Passive
Some overlap · 3 shared positions
$NKE$KO$SO
$333M
124 positions
#25EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$T$KO$SO
$1.4B
56 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.