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Hedge Funds Similar to RIA Advisory Group

13F Portfolio OverlapQ2 2026RIA Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

RIA Advisory Group LLC is an institutional investor managing $460M across 154 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 RIA Advisory Group are Sugar Maple Asset, MAINSTAY, Cushing Partners, with shared positions in $SLV, $SPCX, $LNT, $AEP, $WFC, $MCD. The full ranking of 25 similar funds is below.

#1Sugar Maple Asset Management, LLCPassive
Notable overlap · 3 shared positions
$SLV$SPCX$LNT
$155M
81 positions
#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$SLV$AEP$WFC
$1.4B
144 positions
#3Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$SLV$MCD$LIN$CTAS
$145M
99 positions
#4Spahn Wealth & Retirement LLCActive
Some overlap · 3 shared positions
$SLV$SPCX$IBIT
$155M
38 positions
#5Nalls Sherbakoff Group, LLCPassive
Some overlap · 3 shared positions
$PSLV$SLV$DUK
$141M
378 positions
#6Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$SLV$MCD$LIN
$437M
707 positions
#7ExodusPoint Capital Management, LPPassive
Some overlap · 7 shared positions
$SPCX$XEL$AEP$LNT$IBIT$EVRG
$15.5B
1,510 positions
#8Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$SLV$MCD$IBIT
$309M
142 positions
#9WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$SLV$MCD$WFC
$317M
129 positions
#10Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$SLV$PSLV$IBIT
$624M
156 positions
#11United Financial Planning Group LLCActive
Some overlap · 3 shared positions
$SLV$MCD$EXC
$197M
465 positions
#12OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$MCD$AEP$XEL$DUK$EVRG$WEC
$2.7B
54 positions
#13Magellan Asset Management LtdActive
Some overlap · 9 shared positions
$AEP$EXC$XEL$LNT$DUK$EVRG
$4.5B
78 positions
#14Burkehill Global Management, LPActive
Some overlap · 4 shared positions
$SPCX$AEP$EVRG$WEC
$2.8B
173 positions
#15Maxele Advisors, LLCPassive
Some overlap · 3 shared positions
$SPCX$SLV$AEE
$143M
98 positions
#16Hyposwiss Advisors SAActive
Some overlap · 3 shared positions
$SLV$IBIT$WFC
$106M
105 positions
#17TPG GP A, LLCSmart money
Some overlap · 4 shared positions
$SPCX$PNW$EVRG$WEC
$5.0B
82 positions
#18OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$MCD$EXC$XEL$LNT$CMS
$183M
31 positions
#19Basepoint Wealth LLCPassive
Some overlap · 3 shared positions
$PSLV$MMM$LNT
$175M
632 positions
#20HC Advisors, LLCActive
Some overlap · 3 shared positions
$PSLV$MMM$WFC
$165M
62 positions
#21INVESTMENT PARTNERS, LTD.Passive
Some overlap · 4 shared positions
$SLV$MCD$AEP$IBIT
$320M
167 positions
#22RIK SAYLOR FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$SPCX$SLV$IBIT
$151M
89 positions
#23LMR Partners LLPPassive
Some overlap · 3 shared positions
$SLV$SPCX$IBIT
$26.8B
1,491 positions
#24DONALDSON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$MCD$XEL$LIN$WEC$CTAS
$3.5B
311 positions
#25BW Gestao de Investimentos Ltda.Active
Some overlap · 3 shared positions
$SPCX$AEP$XEL
$5.1B
307 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.