How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Ridge Creek Global,

13F Portfolio OverlapQ1 2026Ridge Creek Global, portfolio →

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Most similar hedge funds by 13F overlap

Ridge Creek Global, Inc is an institutional investor managing $118M across 85 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 Ridge Creek Global, are Madden Advisory Services,, Elwood & Goetz Wealth Advisory Group,, Argo Wealth Advisory,, with shared positions in $MAR, $IAU, $HLT, $HUM, $SHW, $WT. The full ranking of 25 similar funds is below.

#1Madden Advisory Services, Inc.Passive

Notable overlap · 5 shared positions

$MAR $IAU $HLT $HUM $SHW

$254M

108 positions

#2Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$MAR $IAU $WT $NEE

$589M

138 positions

#3Argo Wealth Advisory, LLCActive

Notable overlap · 7 shared positions

$MAR $WT $HON $SYK $ADP $HUM

$170M

48 positions

#4CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 5 shared positions

$MAR $IAU $WT $SHW $NEE

$149M

96 positions

#5Grand Central Investment GroupActive

Notable overlap · 4 shared positions

$NEM $AEM $IAU $HUM

$135M

44 positions

#6Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$IAU $WT $NEM $FLEX $NEE

$477M

70 positions

#7FMB WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$IAU $MAR $NEE

$242M

73 positions

#8Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$MAR $WT $HUM $ETN

$153M

344 positions

#9Harbour Wealth Management Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $WT $ETN $SHW

$133M

89 positions

#10FORBES J M & CO LLPActive

Notable overlap · 7 shared positions

$IAU $ETN $HUM $LIN $NEE $PGR

$1.2B

150 positions

#11Osbon Capital Management LLCPassive

Notable overlap · 4 shared positions

$MAR $WT $SHW $HUM

$123M

493 positions

#12Financial Harvest, LLCActive

Notable overlap · 4 shared positions

$IAU $WT $ADP $DIS

$170M

57 positions

#13Bravias Capital Group, LLCActive

Notable overlap · 4 shared positions

$MAR $WT $SHW $NEE

$153M

96 positions

#14Summit Place Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $WT $DIS $ALC

$208M

106 positions

#15MUHLENKAMP & CO INCActive

Notable overlap · 3 shared positions

$NEM $AEM $MTZ

$380M

29 positions

#16Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 4 shared positions

$IAU $ETN $SYK $NEM

$91M

36 positions

#17Leeward Financial Partners, LLCPassive

Notable overlap · 4 shared positions

$MAR $CMI $HUM $SHW

$336M

97 positions

#18Hartford Financial Management Inc.Passive

Notable overlap · 4 shared positions

$MAR $HON $ADP $DIS

$392M

344 positions

#19Verisail Partners, LLCSmart money

Notable overlap · 3 shared positions

$MAR $IAU $CINF

$246M

25 positions

#20Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$IAU $WT $HUM $RIO

$90M

65 positions

#21First Financial Group CorpActive

Notable overlap · 6 shared positions

$IAU $WT $SHW $HUM $NEE $DIS

$122M

80 positions

#22SNOWWATER INVESTMENT PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$MAR $NEM $HUM $HON $PGR

$106M

89 positions

#23Capital Planning LLCActive

Notable overlap · 3 shared positions

$MAR $PWR $HUM

$307M

82 positions

#24White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$MAR $IAU $HUM

$721M

145 positions

#25Retireful, LLCPassive

Notable overlap · 6 shared positions

$MAR $WT $HON $MTZ $NEM $CMI

$71M

84 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.