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Hedge Funds Similar to Ruggiero Investments

13F Portfolio OverlapQ2 2026Ruggiero Investments portfolio →
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Most similar hedge funds by 13F overlap

Ruggiero Investments, Inc. is an institutional investor managing $119M across 89 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 Ruggiero Investments are SIERRA SUMMIT ADVISORS, Next Level Wealth Planning, Wealth Partners, with shared positions in $VRT, $SPCX, $SHOP, $TER, $ET, $PLTR. The full ranking of 25 similar funds is below.

#1SIERRA SUMMIT ADVISORS LLCPassive
Slight overlap · 4 shared positions
$VRT$SPCX$SHOP$TER
$895M
185 positions
#2Next Level Wealth Planning, LLCSmart money
Slight overlap · 4 shared positions
$VRT$SPCX$ET$PLTR
$227M
74 positions
#3Wealth Management Partners, LLCPassive
Slight overlap · 4 shared positions
$VRT$SPCX$SHOP$PLTR
$426M
155 positions
#4ALKEON CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 4 shared positions
$VRT$SHOP$TER$PLTR
$74.1B
109 positions
#5GILPIN WEALTH MANAGEMENT, LLCPassive
Slight overlap · 5 shared positions
$VRT$ET$WM$PLTR$BNY
$148M
1,422 positions
#6CTC Alternative Strategies, Ltd.Passive
Slight overlap · 4 shared positions
$VRT$SPCX$WM$BNY
$69M
83 positions
#7DB&C Advisors, LLCPassive
Slight overlap · 4 shared positions
$VRT$SHOP$BLK$PLTR
$96M
76 positions
#8Sterling Investment Advisors, Ltd.Passive
Slight overlap · 4 shared positions
$VRT$SHOP$BLK$PLTR
$599M
225 positions
#9Almanack Investment Partners, LLC.Active
Slight overlap · 4 shared positions
$VRT$ET$SPCX$PLTR
$785M
321 positions
#10Ballast Rock Private Wealth LLCPassive
Slight overlap · 4 shared positions
$VRT$ET$PLTR$MDY
$214M
202 positions
#11Nikko Asset Management Americas, Inc.Passive
Slight overlap · 4 shared positions
$SPCX$SHOP$TER$PLTR
$7.7B
276 positions
#12IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive
Slight overlap · 4 shared positions
$SPCX$SHOP$TER$PLTR
$1.6B
289 positions
#13ARK Investment Management LLCActive
Slight overlap · 4 shared positions
$SPCX$SHOP$TER$PLTR
$15.4B
191 positions
#14Ring Mountain Capital, LLCActive
Slight overlap · 4 shared positions
$VRT$SPCX$WM$PLTR
$245M
113 positions
#15TEMA ETFS LLCActive
Slight overlap · 3 shared positions
$VRT$SPCX$ET
$2.7B
594 positions
#16Legacy Bridge, LLCPassive
Slight overlap · 4 shared positions
$VRT$TER$PLTR$BNY
$324M
322 positions
#17Bluesphere Advisors, LLCSmart money
Slight overlap · 3 shared positions
$VRT$SPCX$WM
$325M
115 positions
#18FLOYD FINANCIAL GROUP LLCActive
Slight overlap · 3 shared positions
$VRT$SPCX$PLTR
$153M
65 positions
#19KERR FINANCIAL PLANNING CorpPassive
Slight overlap · 3 shared positions
$VRT$SPCX$PLTR
$90M
545 positions
#20Sage Capital Advisors,llcPassive
Slight overlap · 3 shared positions
$VRT$SPCX$PLTR
$498M
145 positions
#21JAG CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$VRT$SPCX$MCK
$1.1B
152 positions
#22Trifecta Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$VRT$BLK$PLTR$MDY
$808M
315 positions
#23Quantum Portfolio Management LLCPassive
Slight overlap · 4 shared positions
$VRT$TER$PLTR$MCK
$278M
522 positions
#24IAM Advisory, LLCActive
Slight overlap · 4 shared positions
$VRT$WM$PLTR$MCK
$513M
107 positions
#25Mirova US LLCActive
Slight overlap · 3 shared positions
$VRT$SHOP$WM
$9.3B
45 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.