What hedge funds are most similar to RICHARDSON FINANCIAL SERVICES INC.?

The funds with the most similar 13F portfolios to RICHARDSON FINANCIAL SERVICES INC. are Sandro Wealth, CAMDEN NATIONAL BANK, RWA WEALTH PARTNERS, based on overlapping conviction holdings in the latest SEC filings.

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 RICHARDSON FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026RICHARDSON FINANCIAL SERVICES portfolio →

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Most similar hedge funds by 13F overlap

RICHARDSON FINANCIAL SERVICES INC. is an institutional investor managing $176M across 607 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 FINANCIAL SERVICES are Sandro Wealth, CAMDEN NATIONAL BANK, RWA WEALTH PARTNERS, with shared positions in $MCD, $TMUS, $TJX, $TMO, $KLAC, $STX. The full ranking of 25 similar funds is below.

#1Sandro Wealth Management LLCPassive

Notable overlap · 13 shared positions

$MCD $TMUS $TJX $TMO $KLAC $STX

$138M

103 positions

#2CAMDEN NATIONAL BANKPassive

Some overlap · 8 shared positions

$MCD $TMUS $TJX $TMO $LIN $CB

$767M

184 positions

#3RWA WEALTH PARTNERS, LLCActive

Some overlap · 7 shared positions

$KLAC $MCD $TJX $LIN $CB $NEE

$10.4B

645 positions

#4Marion Wealth ManagementPassive

Some overlap · 7 shared positions

$TMUS $TJX $EOG $LIN $SNPS $PWR

$491M

159 positions

#5WASHINGTON TRUST CoPassive

Some overlap · 7 shared positions

$KLAC $TJX $TMO $EQIX $PWR $NEE

$3.2B

296 positions

#6Blue Chip Partners, LLCActive

Some overlap · 7 shared positions

$KLAC $TMUS $TJX $PWR $NEE $PM

$1.6B

184 positions

#7Chesapeake Wealth ManagementPassive

Some overlap · 6 shared positions

$KLAC $MCD $TJX $TMO $TMUS $NEE

$357M

168 positions

#8BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$KLAC $MCD $TJX $LIN $CB $PM

$1.7B

401 positions

#9Avalon Trust CoActive

Some overlap · 6 shared positions

$KLAC $TJX $TMO $LIN $EQIX $PWR

$1.6B

462 positions

#10Turtle Creek Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$KLAC $MCD $TJX $EOG $PM $PH

$1.9B

515 positions

#11Valley Brook Capital Group, Inc.Passive

Some overlap · 6 shared positions

$KLAC $MCD $TJX $TMO $NEE $ASML

$176M

120 positions

#12LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 7 shared positions

$TJX $TMO $EOG $SNPS $PM $PH

$10.3B

565 positions

#13W.H. Cornerstone Investments Inc.Passive

Some overlap · 6 shared positions

$KLAC $TJX $TMO $LIN $CB $TMUS

$177M

141 positions

#14Evansbrook LLCActive

Some overlap · 8 shared positions

$STX $MCD $TJX $NEE $CB $PM

$168M

127 positions

#15DAVIS-REA LTD.Active

Some overlap · 6 shared positions

$MCD $TMO $LIN $CB $SNPS $CTAS

$351M

45 positions

#16HOWE & RUSLING INCPassive

Some overlap · 6 shared positions

$KLAC $MCD $TJX $NEE $PM $ASML

$1.7B

479 positions

#17FULTON BREAKEFIELD BROENNIMAN LLCPassive

Some overlap · 6 shared positions

$MCD $TJX $LIN $EOG $NEE $ASML

$1.7B

208 positions

#18Acumen Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$KLAC $TJX $TMO $C $PH $ASML

$472M

493 positions

#19Clearstead Trust, LLCActive

Some overlap · 7 shared positions

$LIN $TMO $STX $MCD $TJX $PWR

$765M

970 positions

#20NICHOLAS COMPANY, INC.Active

Some overlap · 5 shared positions

$KLAC $MCD $TJX $TMO $SNPS

$5.5B

195 positions

#21Miller Capital Partners, Inc.Active

Some overlap · 6 shared positions

$KLAC $MCD $LIN $TJX $PH $ASML

$257M

258 positions

#22FIRST AMERICAN TRUST, FSBPassive

Some overlap · 6 shared positions

$MCD $TMO $EOG $C $NEE $ASML

$1.7B

307 positions

#23Stronghold Wealth Management L.L.C.Passive

Some overlap · 7 shared positions

$TMO $LIN $C $EQIX $PM $PH

$75M

131 positions

#24EASTERN BANKPassive

Some overlap · 6 shared positions

$KLAC $LIN $STX $MCD $NEE $PH

$6.5B

1,038 positions

#25AMICA MUTUAL INSURANCE COActive

Some overlap · 6 shared positions

$KLAC $MCD $TMO $NEE $PM $PH

$1.2B

142 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.