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Hedge Funds Similar to Richardson

13F Portfolio OverlapQ2 2026Richardson portfolio →
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Most similar hedge funds by 13F overlap

Richardson Capital Management LLC is an institutional investor managing $234M across 243 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 Richardson are Oribel, Pacific Excel Wealth Advisors, Heritage Family Offices, LLP, with shared positions in $FLEX, $TXN, $JBL, $SPGI, $MMM, $BTC. The full ranking of 25 similar funds is below.

#1Oribel Capital Management, LPPassive
Some overlap · 5 shared positions
$FLEX$TXN$JBL$SPGI$MMM
$3.3B
143 positions
#2Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$BTC$GLDM$TXN$IBIT
$258M
228 positions
#3Heritage Family Offices, LLPPassive
Some overlap · 4 shared positions
$BTC$GLDM$TXN$IBIT
$259M
233 positions
#4Retireful, LLCPassive
Some overlap · 4 shared positions
$COHR$FLEX$TXN$JBL
$107M
81 positions
#5PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$COHR$TXN$JBL$GNRC
$462M
86 positions
#6Austin Wealth Management, LLCActive
Slight overlap · 5 shared positions
$GLDM$TXN$GD$GILD$WSM
$473M
126 positions
#7WESTPORT ASSET MANAGEMENT INCActive
Slight overlap · 4 shared positions
$COHR$TXN$CARR$GILD
$245M
80 positions
#8MAPLELANE CAPITAL, LLCActive
Slight overlap · 4 shared positions
$COHR$TXN$WSM$SPCX
$5.5B
86 positions
#9RHS Financial, LLCPassive
Slight overlap · 3 shared positions
$BTC$FLEX$GILD
$248M
165 positions
#10Apriem AdvisorsActive
Slight overlap · 3 shared positions
$BTC$GLDM$MMM
$1.2B
182 positions
#11Stiles Financial Services IncPassive
Slight overlap · 4 shared positions
$WSM$TXN$GNRC$FAST
$398M
183 positions
#12AIGEN INVESTMENT MANAGEMENT, LPPassive
Slight overlap · 4 shared positions
$FLEX$TXN$GILD$MMM
$366M
517 positions
#13Alliance Wealth Advisors, LLC /UTPassive
Slight overlap · 4 shared positions
$GLDM$TXN$GILD$IBIT
$530M
235 positions
#14Upper Left Wealth Management, LLCActive
Slight overlap · 3 shared positions
$BTC$GLDM$IBIT
$180M
73 positions
#15TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Slight overlap · 4 shared positions
$COHR$TXN$SPGI$IBIT
$785M
68 positions
#16Ascension Capital Advisors, Inc.Active
Slight overlap · 3 shared positions
$BTC$GLDM$MMM
$356M
97 positions
#17Ifrah Financial Services, Inc.Passive
Slight overlap · 4 shared positions
$TXN$JBL$FLEX$GD
$409M
214 positions
#18Rodgers Brothers Inc.Active
Slight overlap · 3 shared positions
$COHR$WSM$TXN
$1.0B
247 positions
#19Maytus Capital Management, LLCPassive
Slight overlap · 3 shared positions
$COHR$FLEX$TXN
$636M
62 positions
#20Markin Volterra Fund LPActive
Slight overlap · 3 shared positions
$COHR$FLEX$JBL
$147M
69 positions
#21TABR Capital Management, LLCActive
Slight overlap · 3 shared positions
$COHR$FLEX$JBL
$117M
54 positions
#22Fortis Advisors, LLCPassive
Slight overlap · 3 shared positions
$VOYG$GLDM$GNRC
$214M
122 positions
#23Veracity Capital LLCPassive
Slight overlap · 3 shared positions
$COHR$FLEX$JBL
$370M
223 positions
#24Tribridge Partners Financial LLCActive
Slight overlap · 4 shared positions
$ALPS$SPGI$GD$FAST
$255M
82 positions
#25CacheTech Inc.Passive
Slight overlap · 3 shared positions
$COHR$GLDM$GILD
$618M
169 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.