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Hedge Funds Similar to Ruggiero Investments,

13F Portfolio OverlapQ1 2026Ruggiero Investments, portfolio →
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Most similar hedge funds by 13F overlap

Ruggiero Investments, Inc. is an institutional investor managing $103M across 78 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 Ruggiero Investments, are RETIREMENT FINANCIAL SOLUTIONS,, Guardian Asset Advisors,, Lionsbridge Wealth, with shared positions in $DIA, $GRWG, $MKL, $IBM, $PLTR, $VRT. The full ranking of 25 similar funds is below.

#1RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Some overlap · 4 shared positions
$DIA$GRWG$MKL$IBM
$350M
53 positions
#2Guardian Asset Advisors, LLCActive
Some overlap · 6 shared positions
$DIA$PLTR$VRT$SHOP$GEV$MCD
$171M
102 positions
#3Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$DIA$GRWG$MDY
$99M
59 positions
#4MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 5 shared positions
$DIA$PLTR$IBM$MCD$MDY
$2.7B
153 positions
#5FOCUS Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$PLTR$KKR$GEV
$205M
59 positions
#6Jacksonville Wealth Management, LLCActive
Some overlap · 4 shared positions
$DIA$PLTR$SHOP$MDY
$148M
68 positions
#7Vision Retirement, LLCPassive
Some overlap · 4 shared positions
$DIA$PLTR$KKR$MAR
$352M
649 positions
#8MLP3, LLCPassive
Some overlap · 5 shared positions
$DIA$KKR$GEV$MKL$MDY
$91M
86 positions
#9Fingerlakes Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$DIA$KKR$MAR$IBM$MCD
$151M
97 positions
#10GREENBERG FINANCIAL GROUP
Some overlap · 4 shared positions
$DIA$VRT$KKR$IBM
$243M
113 positions
#11First Heartland Consultants, Inc.Passive
Some overlap · 4 shared positions
$GRWG$DIA$SHOP$MKL
$1.3B
523 positions
#12STEEL GROVE CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DIA$MAR$IBIT$MDY
$949M
220 positions
#13Pinnacle Holdings, LLCPassive
Some overlap · 4 shared positions
$DIA$IBM$ET$MCD
$309M
233 positions
#14Objective Capital Management, LLCPassive
Some overlap · 3 shared positions
$DIA$PLTR$IBIT
$99M
95 positions
#15WASHINGTON CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$DIA$VRT$MKL
$118M
102 positions
#16WASHBURN CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$DIA$VRT$GEV
$172M
56 positions
#17ARKANSAS FINANCIAL GROUP, INC.Active
Some overlap · 4 shared positions
$DIA$MAR$IAU$MCD
$717M
94 positions
#18Chung Wu Investment Group, LLCPassive
Some overlap · 3 shared positions
$DIA$GEV$ET
$116M
259 positions
#19Capital Management Associates, IncActive
Some overlap · 3 shared positions
$DIA$MAR$MCD
$442M
151 positions
#20Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$DIA$MAR$MDY
$145M
35 positions
#21J HAGAN CAPITAL, INC.Active
Some overlap · 3 shared positions
$DIA$KKR$ET
$185M
83 positions
#22All Terrain Financial Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$IBIT$MDY
$425M
149 positions
#23Shulman DeMeo Asset Management LLCSmart money
Some overlap · 3 shared positions
$DIA$IBM$MDY
$471M
140 positions
#24Pettinga Financial Advisors LLCPassive
Some overlap · 4 shared positions
$DIA$KKR$IBIT$IAU
$531M
147 positions
#25Mine & Arao Wealth Creation & Management, LLC.Active
Some overlap · 3 shared positions
$DIA$MKL$IBM
$238M
75 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.