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Hedge Funds Similar to Richmond Brothers

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

Richmond Brothers, Inc. is an institutional investor managing $192M across 96 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 Richmond Brothers are GLOBALT Investments / GA, Walsky Investment, FARMERS, with shared positions in $STT, $AMGN, $C, $ANET, $PM, $WFC. The full ranking of 25 similar funds is below.

#1GLOBALT Investments LLC / GAActive
Some overlap · 6 shared positions
$STT$AMGN$C$ANET$PM$WFC
$3.0B
213 positions
#2Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$MCD$AMGN$WFC
$108M
52 positions
#3FARMERS TRUST CO
Some overlap · 4 shared positions
$STT$MCD$PM$C
$637M
203 positions
#4Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$MCD$PM$WFC$AMGN$C
$334M
127 positions
#5AE Wealth Management LLCPassive
Some overlap · 7 shared positions
$STT$MCD$PM$LEN$C$AMGN
$21.5B
2,663 positions
#6FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$STT$PM$WFC$AMGN
$8.2B
442 positions
#7Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$MCD$PM$WFC$AMGN$CCZ
$116M
65 positions
#8True Vision MN LLC
Some overlap · 4 shared positions
$STT$WFC$GGG$ANET
$194M
98 positions
#9R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$MCD$PM$WFC$AMGN
$133M
47 positions
#10Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$MCD$WFC$AMGN$INTU$C
$223M
81 positions
#1110Elms LLPPassive
Some overlap · 4 shared positions
$STT$WFC$AMGN$MCD
$236M
526 positions
#12Walsh & Associates, LLCActive
Some overlap · 4 shared positions
$STT$WFC$GGG$PM
$122M
245 positions
#13FIRST NATIONAL TRUST COPassive
Some overlap · 4 shared positions
$STT$MCD$AMGN$PM
$2.9B
382 positions
#14LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$MCD$PM$AMGN$INTU
$273M
104 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$PM$WFC$C
$233M
122 positions
#16Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$STT$WFC$AMGN$C
$262M
98 positions
#17Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$MCD$AMGN$LEN$C
$229M
166 positions
#18Elevated Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$STT$MCD$PM$INTU$AMGN$WFC
$364M
849 positions
#19WALLER FINANCIAL PLANNING GROUP, INCActive
Some overlap · 4 shared positions
$STT$PM$INTU$WFC
$486M
78 positions
#20RBO & CO LLCActive
Some overlap · 4 shared positions
$MCD$PM$GGG$VRSK
$628M
56 positions
#21Financial Network Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$MCD$STT$WFC
$99M
858 positions
#22Independence Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$STT$PM$WFC$CCZ
$199M
85 positions
#23Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$PM$AMGN
$394M
99 positions
#24PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$MCD$STT$AMGN$C
$1.2B
103 positions
#25MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$STT$MCD$C
$3.8B
152 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.