Hedge Funds Similar to Richard P Slaughter Associates

13F Portfolio OverlapQ3 2026Richard P Slaughter Associates portfolio →

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Most similar hedge funds by 13F overlap

Richard P Slaughter Associates Inc is an institutional investor managing $506M across 114 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Richard P Slaughter Associates are Austin Wealth, Cardinal Strategic Wealth Guidance, PENOBSCOT WEALTH, with shared positions in $GLDM, $NEE, $ADP, $TXN, $MUFG, $MMM. The full ranking of 25 similar funds is below.

#1Austin Wealth Management, LLCActive

Some overlap · 4 shared positions

$GLDM $NEE $ADP $TXN

$473M

126 positions

#2Cardinal Strategic Wealth GuidanceActive

Some overlap · 3 shared positions

$GLDM $NEE $ADP

$441M

67 positions

#3PENOBSCOT WEALTH MANAGEMENTActive

Some overlap · 3 shared positions

$GLDM $MUFG $MMM

$388M

120 positions

#4GOULD ASSET MANAGEMENT LLC /CA/Smart money

Some overlap · 3 shared positions

$GLDM $MUFG $TXN

$635M

176 positions

#5Alliance Wealth Advisors, LLC /UTPassive

Some overlap · 3 shared positions

$GLDM $ADP $TXN

$530M

235 positions

#6Copley Financial Group, Inc.Active

Some overlap · 3 shared positions

$165M

118 positions

#7Evernest Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$478M

191 positions

#8RM Financial Services, LLCPassive

Some overlap · 3 shared positions

$GLDM $CMI $TXN

$135M

79 positions

#9RETIREMENT INCOME SOLUTIONS, INCSmart money

Some overlap · 3 shared positions

$GLDM $MUFG $NEE

$581M

172 positions

#10Wealth Management NebraskaSmart money

Some overlap · 3 shared positions

$GLDM $NEE $TXN

$1.1B

109 positions

#11ENTRUST FINANCIAL LLCActive

Some overlap · 3 shared positions

$GLDM $NEE $TXN

$154M

445 positions

#12Hobbs Group Advisors, LLCActive

Some overlap · 3 shared positions

$380M

164 positions

#13Fullerton Fund Management Co Ltd.Active

Some overlap · 3 shared positions

$1.6B

119 positions

#14Gradient Investments LLCPassive

Some overlap · 3 shared positions

$7.0B

457 positions

#15Empower Advisory Group, LLCActive

Some overlap · 3 shared positions

$GLDM $NEE $MUFG

$41.9B

532 positions

#16Horst & Graben Wealth Management LLCActive

Some overlap · 3 shared positions

$GLDM $MUFG $CMI

$760M

205 positions

#17Quent Capital, LLCPassive

Some overlap · 3 shared positions

$GLDM $MUFG $MS

$1.6B

1,653 positions

#18Pitcairn Wealth Advisors LLCActive

Some overlap · 3 shared positions

$GLDM $MUFG $CMI

$913M

281 positions

#19Frederick Financial Consultants, LLCActive

Some overlap · 3 shared positions

$236M

121 positions

#20Paladin Wealth, LLCPassive

Some overlap · 3 shared positions

$185M

156 positions

#21LIFELONG WEALTH ADVISORS, INC.Smart money

Slight overlap · 3 shared positions

$GLDM $MUFG $MMM

$432M

104 positions

#22Richardson Capital Management LLCActive

Slight overlap · 5 shared positions

$GLDM $JBL $MMM $TXN $SPCX

$244M

264 positions

#23TODD ASSET MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$JBL $MUFG $MS $CMI

$5.6B

182 positions

#24InTrack Investment Management IncPassive

Slight overlap · 3 shared positions

$GLDM $NEE $MUFG

$207M

106 positions

#25BENJAMIN EDWARDS INCPassive

Slight overlap · 3 shared positions

$GLDM $ADP $TXN

$11.0B

1,425 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.