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Hedge Funds Similar to Richard W. Paul & Associates

13F Portfolio OverlapQ2 2026Richard W. Paul & Associates portfolio →
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Most similar hedge funds by 13F overlap

Richard W. Paul & Associates, LLC is an institutional investor managing $327M across 320 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 W. Paul & Associates are Strategic Planning, OPAL, TrueMark Investments, with shared positions in $UPS, $VZ, $CVS, $D, $MO, $NVO. The full ranking of 25 similar funds is below.

#1Strategic Planning, Inc.
Some overlap · 6 shared positions
$UPS$VZ$CVS$D$MO$NVO
$199M
54 positions
#2OPAL CAPITAL LLCPassive
Some overlap · 5 shared positions
$PM$ASML$UPS$VZ$MO
$560M
136 positions
#3TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$PM$UPS$ASML$VZ$MO
$798M
187 positions
#4Range Financial Group LLCPassive
Some overlap · 5 shared positions
$PM$STX$VZ$MO$NVO
$361M
207 positions
#5San Luis Wealth Advisors LLCPassive
Some overlap · 7 shared positions
$UPS$TGT$NVO$VRT$VZ$MO
$685M
186 positions
#6GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$ASML$D$PM$VZ$MO
$2.3B
224 positions
#7AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$STX$VZ$CVS$TGT$MO
$197M
140 positions
#8Keystone Financial Planning, Inc.Active
Some overlap · 6 shared positions
$PM$UPS$VZ$MO$CVS$NVO
$404M
39 positions
#9Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$PM$VZ$MO$NVO$STX
$259M
118 positions
#10Parkwood LLCPassive
Some overlap · 4 shared positions
$PM$ASML$STX$CVS
$1.4B
72 positions
#11BCGM Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PM$VZ$CVS$FSLR$D
$473M
182 positions
#12Hilton Head Capital Partners, LLCPassive
Some overlap · 5 shared positions
$PM$VRT$MO$D$VZ
$185M
877 positions
#13VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 4 shared positions
$PM$UPS$VZ$CVS
$213M
61 positions
#14CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$PM$UPS$VZ$MO
$171M
71 positions
#15Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$PM$UPS$VZ$MO
$94M
64 positions
#16P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$PM$UPS$VZ$MO
$133M
66 positions
#17Sharp Financial Services, LLCActive
Some overlap · 6 shared positions
$VRT$UPS$D$PM$TGT$MO
$216M
127 positions
#18Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$PM$UPS$TGT$MO
$10.2B
208 positions
#19Foundations Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$ASML$VRT$MO$BABA$PM
$9.7B
1,202 positions
#20CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$UPS$PM$CVS$TGT
$3.3B
229 positions
#21GQG Partners LLCActive
Some overlap · 4 shared positions
$PM$VZ$CVS$MO
$53.8B
102 positions
#22Paradigm Capital Management, LLC/NVActive
Some overlap · 4 shared positions
$PM$VZ$D$MO
$116M
65 positions
#23Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$PM$VZ$D$MO
$510M
228 positions
#24Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$UPS$STX$VZ$TGT
$116M
172 positions
#25CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 4 shared positions
$UPS$PM$VZ$MO
$191M
102 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.