13F Pro

Hedge Funds Similar to RICHARDS, MERRILL & PETERSON,

13F Portfolio OverlapQ1 2026RICHARDS, MERRILL & PETERSON, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RICHARDS, MERRILL & PETERSON, INC. is an institutional investor managing $315M across 285 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 RICHARDS, MERRILL & PETERSON, are McGuire Investment Group,, ADVISORS /OK, Oak Asset ,, with shared positions in $SYK, $AMAT, $ISRG, $PLTR, $MS, $HON. The full ranking of 25 similar funds is below.

#1McGuire Investment Group, LLCActive
Some overlap · 6 shared positions
$SYK$AMAT$ISRG$PLTR$MS$HON
$885M
121 positions
#2CAPITAL ADVISORS INC/OKPassive
Some overlap · 8 shared positions
$AMAT$SYK$ISRG$IBM$MS$KO
$6.2B
357 positions
#3Oak Asset Management, LLCActive
Some overlap · 7 shared positions
$SYK$LOW$ISRG$MCD$MS$VZ
$290M
108 positions
#4ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 7 shared positions
$SYK$AMAT$MCD$LOW$IBM$HON
$228M
90 positions
#5BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 7 shared positions
$SYK$ISRG$IBM$MCD$KO$HON
$134M
211 positions
#6InTrack Investment Management IncPassive
Some overlap · 6 shared positions
$AMAT$SYK$PLTR$LOW$MCD$WM
$175M
108 positions
#7HALL LAURIE J TRUSTEEPassive
Some overlap · 5 shared positions
$SYK$AMAT$IBM$MS$WM
$283M
104 positions
#8BONNESS ENTERPRISES INCActive
Some overlap · 5 shared positions
$SYK$AMAT$IBM$KO$VZ
$273M
39 positions
#9STONEBRIDGE CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$SYK$AMAT$IBM$KO$MU
$220M
80 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$SYK$IBM$MCD$MS$KO$HON
$446M
104 positions
#11NS Partners LtdActive
Some overlap · 5 shared positions
$SYK$AMAT$ISRG$MCD$KO
$2.2B
71 positions
#12Carnegie Lake Advisors LLCPassive
Some overlap · 5 shared positions
$SYK$ISRG$MCD$KO$IBM
$252M
167 positions
#13Stillwater Wealth Management GroupPassive
Some overlap · 6 shared positions
$SYK$MCD$MS$KO$VZ$WM
$162M
77 positions
#14PeakShares LLCPassive
Some overlap · 7 shared positions
$PLTR$MU$IBM$MCD$VZ$WM
$109M
116 positions
#15Vertrix Wealth Management, LLCPassive
Some overlap · 7 shared positions
$LOW$IBM$MCD$MS$KO$WM
$272M
95 positions
#16Greystone Financial Group, LLCPassive
Some overlap · 7 shared positions
$LOW$IBM$MCD$MS$KO$WM
$353M
78 positions
#17LaFleur & Godfrey LLCActive
Some overlap · 5 shared positions
$SYK$PLTR$IBM$HON$CEG
$803M
141 positions
#18TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 5 shared positions
$SYK$LOW$IBM$MCD$KO
$911M
918 positions
#19STF Management LP
Some overlap · 6 shared positions
$AMAT$ISRG$PLTR$MU$HON$CEG
$107M
101 positions
#20Churchill Financial Advisors, LLCActive
Some overlap · 6 shared positions
$AMAT$IBM$MCD$LOW$MS$KO
$476M
123 positions
#21LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$SYK$LOW$IBM$MCD$KO$HON
$533M
126 positions
#22OFI INVEST ASSET MANAGEMENTActive
Some overlap · 5 shared positions
$AMAT$ISRG$PLTR$MU$MS
$7.6B
347 positions
#23Providence Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$LOW$IBM$KO$VZ$WM$HON
$157M
80 positions
#24Sandhill Capital Partners LLCActive
Some overlap · 5 shared positions
$SYK$ISRG$WM$KO$MCD
$1.2B
95 positions
#25Bouvel Investment Partners, LLCPassive
Some overlap · 6 shared positions
$ISRG$PLTR$IBM$MS$BAH$HON
$345M
78 positions

Compare RICHARDS, MERRILL & PETERSON,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View RICHARDS, MERRILL & PETERSON,’s holdings

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.