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Hedge Funds Similar to Leonard Rickey Investment Advisors P.L.L.C.

13F Portfolio OverlapQ2 2026Leonard Rickey Investment Advisors P.L.L.C. portfolio →
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Most similar hedge funds by 13F overlap

Leonard Rickey Investment Advisors P.L.L.C. is an institutional investor managing $637M across 125 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 Leonard Rickey Investment Advisors P.L.L.C. are Shah Wealth Advisors, Permanens, Sharkey, Howes & Javer, with shared positions in $IAU, $DOV, $PM, $NVS, $COP, $ADI. The full ranking of 25 similar funds is below.

#1Shah Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$DOV$PM$NVS
$433M
79 positions
#2Permanens Capital L.P.Active
Notable overlap · 3 shared positions
$IAU$DOV$COP
$972M
100 positions
#3Sharkey, Howes & JaverActive
Notable overlap · 4 shared positions
$IAU$DOV$ADI$ELV
$830M
159 positions
#4GenWealth Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$PM$COP
$641M
88 positions
#5Plum Street Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$MCK$BNY
$313M
107 positions
#6Proficio Capital Partners LLCPassive
Notable overlap · 3 shared positions
$IAU$DOV$ADI
$2.8B
691 positions
#7Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$COP
$497M
120 positions
#8PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 5 shared positions
$IAU$DOV$SCHW$NVS$ICE
$2.8B
186 positions
#9Ariston Services GroupActive
Notable overlap · 4 shared positions
$IAU$SCHW$COP$BA
$178M
72 positions
#10Battery Global Advisors, LLCSmart money
Notable overlap · 5 shared positions
$IAU$DOV$BNY$ADI$COP
$200M
157 positions
#11RiverGlades Family Offices LLCActive
Notable overlap · 3 shared positions
$IAU$PM$NVS
$218M
108 positions
#12CPR Investments Inc.Active
Notable overlap · 3 shared positions
$IAU$DOV$GD
$134M
64 positions
#13MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 5 shared positions
$IAU$PM$MCK$BNY$WFC
$1.4B
144 positions
#14Three Bridge Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$DOV$GD
$399M
87 positions
#15MBA Advisors LLCPassive
Notable overlap · 3 shared positions
$IAU$PM$GD
$297M
166 positions
#16Keystone Financial ServicesActive
Notable overlap · 14 shared positions
$IAU$PM$BKNG$SCHW$NVS$BNY
$388M
131 positions
#17Cogent Private Wealth, Inc.Active
Notable overlap · 3 shared positions
$DOV$IAU$WFC
$160M
117 positions
#18WEALTHSPAN PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$COP$WFC
$317M
129 positions
#19Dynasty Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$PM$MCK
$13.5B
367 positions
#20Kelly Financial Services LLCActive
Notable overlap · 3 shared positions
$IAU$PM$COP
$463M
130 positions
#21Meridian Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$ADI$MCK
$880M
211 positions
#22Sage Investment Advisers LLCPassive
Notable overlap · 3 shared positions
$IAU$BNY$BA
$154M
96 positions
#23Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$DOV$IAU$PM$ELV
$1.2B
127 positions
#24Novak & Powell Financial Services, Inc.Passive
Notable overlap · 4 shared positions
$DOV$IAU$PM$BA
$212M
171 positions
#25Chemistry Wealth Management LLCPassive
Notable overlap · 5 shared positions
$IAU$BKNG$SCHW$BDX$ELV
$639M
208 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.