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 Richard C. Young & , LTD.

13F Portfolio OverlapQ2 2026Richard C. Young & , LTD. portfolio →

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Most similar hedge funds by 13F overlap

Richard C. Young & CO., LTD. is an institutional investor managing $1.4B across 101 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 Richard C. Young & , LTD. are Geneva Partners, Verity & Verity, Canal Insurance, with shared positions in $DELL, $STRL, $VRT, $VLO, $CMI, $MO. The full ranking of 25 similar funds is below.

#1Geneva Partners, LLCPassive

Notable overlap · 4 shared positions

$DELL $STRL $VRT $VLO

$375M

75 positions

#2Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$DELL $CMI $MO $TXN $PSX $VZ

$1.5B

138 positions

#3Canal Insurance COActive

Notable overlap · 6 shared positions

$DELL $LHX $PSX $KMI $VZ $WMB

$456M

76 positions

#4IBEX WEALTH ADVISORSPassive

Notable overlap · 7 shared positions

$VRT $DELL $WMB $KMI $VZ $T

$1.3B

209 positions

#5MRP Capital Investments, LLCPassive

Notable overlap · 4 shared positions

$DELL $STRL $VLO $KMI

$136M

223 positions

#6Lifeworks Advisors, LLCPassive

Notable overlap · 5 shared positions

$DELL $MO $SO $CMI $KR

$955M

337 positions

#7BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 4 shared positions

$DELL $KMI $PNC $EMR

$2.5B

270 positions

#8FORTEM FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$DELL $APH $CMI $ADI

$490M

188 positions

#9AFFINITY INVESTMENT ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$DELL $VLO $MO $VZ $T

$197M

140 positions

#10Cornerstone Select Advisors, LLCPassive

Notable overlap · 6 shared positions

$VRT $DELL $VLO $T $VZ $MO

$238M

149 positions

#11ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Notable overlap · 6 shared positions

$CMI $LHX $SO $TXN $WMB $EMR

$460M

220 positions

#12ADVOCATE GROUP LLCPassive

Notable overlap · 6 shared positions

$CMI $SO $TXN $EMR $KR $VZ

$665M

122 positions

#13SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$KMI $LHX $TXN $PSX $T $VZ

$606M

79 positions

#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$KMI $SO $PSX $EMR $ADI $VZ

$201M

57 positions

#15Columbus Macro, LLCPassive

Notable overlap · 5 shared positions

$CMI $KMI $WMB $MO $LHX

$1.0B

207 positions

#16RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$SLV $VLO $SO $PSX $ADI

$1.1B

90 positions

#17Kesler, Norman & Wride, LLCPassive

Notable overlap · 6 shared positions

$LHX $TXN $KR $ADI $PSX $EMR

$631M

271 positions

#18Retireful, LLCPassive

Notable overlap · 5 shared positions

$DELL $VRT $TXN $STRL $CMI

$107M

81 positions

#19OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 5 shared positions

$CMI $SO $VLO $TXN $EMR

$2.7B

54 positions

#20Argyle Capital Management, LLCPassive

Notable overlap · 6 shared positions

$DELL $PNC $EMR $VZ $PSX $T

$347M

138 positions

#21Rithm Capital Corp.Active

Notable overlap · 4 shared positions

$STRL $VRT $SO $EMR

$81M

38 positions

#22VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$WMB $DELL $MO $PSX $T $VZ

$1.1B

146 positions

#23FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 6 shared positions

$MO $SO $TXN $WMB $T $VZ

$1.7B

256 positions

#24NovaPoint Capital, LLCPassive

Notable overlap · 5 shared positions

$CMI $APH $LHX $TXN $VRT

$481M

161 positions

#25Persium Advisors, LLCSmart money

Some overlap · 3 shared positions

$DELL $T $VZ

$153M

69 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.