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Hedge Funds Similar to Richmond Investment Services

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

Richmond Investment Services, LLC is an institutional investor managing $316M across 145 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 Investment Services are Markin Volterra Fund, VMS Asset Limited, PATTON FUND, with shared positions in $VRT, $SNDK, $WDC, $CRDO, $MRVL, $JCI. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$VRT$SNDK$WDC$CRDO$MRVL
$147M
69 positions
#2VMS Asset Management LimitedPassive
Some overlap · 5 shared positions
$VRT$SNDK$WDC$CRDO$MRVL
$315M
33 positions
#3PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$VRT$SNDK$JCI$WDC
$462M
86 positions
#4Value Aligned Research Advisors, LLC
Some overlap · 4 shared positions
$VRT$SNDK$IREN$WDC
$40.1B
123 positions
#5KIECKHEFER GROUP LLCSmart money
Some overlap · 4 shared positions
$VRT$WEC$WDC$CRDO
$246M
65 positions
#6Marex Group plcPassive
Some overlap · 5 shared positions
$VRT$SNDK$IREN$IBIT$MRVL
$23.6B
1,117 positions
#7Retireful, LLCPassive
Some overlap · 4 shared positions
$VRT$SNDK$WDC$MRVL
$107M
81 positions
#8Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$VRT$SNDK$WDC$MRVL
$132M
45 positions
#9WIN ADVISORS, INCPassive
Some overlap · 4 shared positions
$VRT$SNDK$WDC$MRVL
$281M
75 positions
#10Greenline Wealth Management LLCPassive
Some overlap · 4 shared positions
$VRT$SNDK$CRDO$MRVL
$122M
131 positions
#11PEAK6 LLCPassive
Some overlap · 4 shared positions
$VRT$SNDK$WDC$MRVL
$48.6B
2,662 positions
#12BECK CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$VRT$SNDK$WDC
$543M
140 positions
#13Williamson Legacy Group, LLCPassive
Slight overlap · 3 shared positions
$VRT$SNDK$WDC
$201M
75 positions
#14MITCHELL CAPITAL MANAGEMENT COPassive
Slight overlap · 3 shared positions
$VRT$SNDK$WDC
$657M
117 positions
#15Legacy Bridge, LLCPassive
Slight overlap · 4 shared positions
$VRT$JCI$WDC$CRDO
$324M
322 positions
#16N10 ASSETS, LLC
Slight overlap · 3 shared positions
$VRT$SNDK$MRVL
$231M
34 positions
#17Benchmark Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$VRT$SNDK$MRVL
$228M
70 positions
#18Zweig-DiMenna Associates LLCActive
Slight overlap · 3 shared positions
$VRT$SNDK$MRVL
$1.1B
70 positions
#19N10 WEALTH, LLCActive
Slight overlap · 3 shared positions
$VRT$SNDK$MRVL
$282M
43 positions
#20Winslow Capital Management, LLCActive
Slight overlap · 3 shared positions
$VRT$SNDK$JCI
$29.1B
66 positions
#21True Vision MN LLC
Slight overlap · 3 shared positions
$VRT$WEC$WFC
$194M
98 positions
#22OAK RIDGE INVESTMENTS LLCActive
Slight overlap · 4 shared positions
$VRT$SNDK$CRDO$MRVL
$1.8B
170 positions
#23Legacy Wealth Managment, LLC/IDPassive
Slight overlap · 4 shared positions
$SNDK$WEC$WDC$IBIT
$243M
196 positions
#24Walleye Trading LLCPassive
Slight overlap · 4 shared positions
$VRT$SNDK$WDC$MRVL
$87.6B
3,913 positions
#25Blue Line Capital, LLC / ILPassive
Slight overlap · 3 shared positions
$VRT$SNDK$T
$120M
92 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.