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Hedge Funds Similar to RICHARDS, MERRILL & PETERSON

13F Portfolio OverlapQ2 2026RICHARDS, MERRILL & PETERSON portfolio →
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Most similar hedge funds by 13F overlap

RICHARDS, MERRILL & PETERSON, INC. is an institutional investor managing $315M across 285 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 RICHARDS, MERRILL & PETERSON are Oak Asset, Sandhill Partners, LDIC, with shared positions in $SYK, $MS, $LOW, $ISRG, $MCD, $WM. The full ranking of 25 similar funds is below.

#1Oak Asset Management, LLCActive
Some overlap · 6 shared positions
$SYK$MS$LOW$ISRG$MCD$WM
$311M
115 positions
#2Sandhill Capital Partners LLCActive
Some overlap · 5 shared positions
$SYK$ISRG$TXN$AXP$WM
$1.2B
98 positions
#3LDIC Inc.Active
Some overlap · 5 shared positions
$SYK$MS$TXN$WM$ISRG
$160M
25 positions
#4CONNORS INVESTOR SERVICES INCPassive
Some overlap · 6 shared positions
$SYK$MS$LOW$PLTR$WM$AXP
$1.2B
153 positions
#5BURNS J W & CO INC/NYActive
Some overlap · 6 shared positions
$SYK$MS$ISRG$MCD$LOW$WM
$959M
189 positions
#6DILLON & ASSOCIATES INCActive
Some overlap · 4 shared positions
$SYK$ISRG$LOW$AXP
$817M
80 positions
#7SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 4 shared positions
$SYK$ISRG$PLTR$AXP
$1.5B
160 positions
#8McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$SYK$ISRG$MS$PLTR
$1.1B
137 positions
#9BRADY FAMILY WEALTH, LLCPassive
Some overlap · 4 shared positions
$SYK$LOW$TXN$MCD
$346M
113 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$SYK$MS$TXN$MCD$AXP
$467M
118 positions
#11LGT CAPITAL PARTNERS LTD.Active
Some overlap · 3 shared positions
$SYK$ISRG$MS
$2.0B
38 positions
#12ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SYK$LOW$MCD$AXP
$248M
96 positions
#13InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$SYK$LOW$PLTR$MCD$WM
$202M
110 positions
#14Saturna Capital CORPActive
Some overlap · 4 shared positions
$SYK$LOW$TXN$WM
$8.2B
140 positions
#15SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$SYK$ISRG$LOW
$2.1B
218 positions
#16ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$SYK$TXN$MCD$AXP
$1.9B
88 positions
#17Evelyn Partners Investment Management Services Ltd
Some overlap · 3 shared positions
$SYK$ISRG$MCD
$850M
281 positions
#18ABNER HERRMAN & BROCK LLCActive
Some overlap · 5 shared positions
$SYK$MS$ISRG$MCD$AXP
$1.1B
111 positions
#19MOODY LYNN & LIEBERSON, LLCActive
Some overlap · 5 shared positions
$SYK$MS$WM$MCD$TXN
$1.9B
264 positions
#20Kampmann Melissa S.Active
Some overlap · 3 shared positions
$SYK$ISRG$WM
$132M
44 positions
#21Petros Family Wealth, LLCPassive
Some overlap · 5 shared positions
$SYK$ISRG$LOW$TXN$AXP
$164M
134 positions
#22Carnegie Lake Advisors LLCPassive
Some overlap · 3 shared positions
$SYK$ISRG$MCD
$268M
168 positions
#23Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$SYK$ISRG$MCD$WM$AXP
$4.3B
344 positions
#24HALL LAURIE J TRUSTEEPassive
Some overlap · 3 shared positions
$SYK$MS$WM
$322M
103 positions
#25FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$SYK$MS$LOW
$383M
74 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.