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 Richwood Investment Advisors

13F Portfolio OverlapQ2 2026Richwood Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Richwood Investment Advisors, LLC is an institutional investor managing $142M across 106 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 Richwood Investment Advisors are DMKC Advisory Services, Focused Investors, Rayburn West Financial Services, with shared positions in $LMT, $DE, $LOW, $BA, $WFC, $FDX. The full ranking of 25 similar funds is below.

#1DMKC Advisory Services, LLCActive

Notable overlap · 9 shared positions

$LMT $DE $LOW $BA $WFC $FDX

$530M

92 positions

#2Focused Investors LLCActive

Notable overlap · 8 shared positions

$NOC $LMT $LOW $AXP $MCD $FDX

$3.0B

23 positions

#3Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$LMT $DE $AXP $AMGN $GD $C

$181M

81 positions

#4Allied Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$LMT $DE $LOW $BA $WFC $FDX

$797M

110 positions

#5Sage Investment Advisers LLCPassive

Notable overlap · 8 shared positions

$LMT $DE $BA $FDX $ETN $WM

$149M

98 positions

#6CONNORS INVESTOR SERVICES INCPassive

Notable overlap · 8 shared positions

$WELL $LOW $WFC $AXP $MS $ETN

$1.2B

153 positions

#7Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$LMT $LOW $AXP $MCD $AMGN $MS

$297M

103 positions

#8Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$NOW $LMT $MCD $AMGN $MS $WM

$358M

74 positions

#9BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 7 shared positions

$LMT $DE $AXP $MCD $FDX $BA

$263M

90 positions

#10BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 7 shared positions

$LMT $DE $LOW $MCD $PEP $WM

$2.5B

270 positions

#11Bell & Brown Wealth Advisors, LLCPassive

Notable overlap · 8 shared positions

$AXP $BA $AMGN $WFC $FDX $C

$330M

73 positions

#12EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$LMT $AMGN $WFC $GD $FDX $MS

$1.3B

58 positions

#13Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$NOC $AXP $MCD $AMGN $ETN $LMT

$227M

73 positions

#14Sculati Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$LOW $GD $MS $BA $NOW $DAL

$300M

123 positions

#15Lipe & DaltonPassive

Notable overlap · 7 shared positions

$DE $SNA $BA $AMGN $MS $ETN

$215M

94 positions

#16Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$LMT $DE $MCD $AMGN $GD $ETN

$214M

33 positions

#17Trust Co of KansasActive

Notable overlap · 7 shared positions

$NOW $LMT $DE $LOW $PEP $AMGN

$195M

59 positions

#18Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$LMT $NOC $AXP $MCD $MS $PEP

$467M

118 positions

#19WoodTrust Financial CorpActive

Notable overlap · 8 shared positions

$DE $AXP $NOW $GD $NOC $PEP

$842M

179 positions

#20Beaumont Asset Management, L.L.C.Smart money

Notable overlap · 6 shared positions

$NOW $LMT $AXP $MCD $GD $AMGN

$257M

79 positions

#21Willis Investment CounselActive

Notable overlap · 7 shared positions

$LMT $TSCO $ETN $GD $AXP $MCD

$2.1B

125 positions

#22ABSHER WEALTH MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$DE $SNA $BA $MCD $AMGN $PEP

$878M

73 positions

#23Biondo Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$LMT $LOW $NOW $MCD $AMGN $GD

$817M

89 positions

#24Flavin Financial Services, Inc.Passive

Notable overlap · 7 shared positions

$LMT $MCD $AMGN $NOC $PEP $LOW

$175M

81 positions

#25DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$DE $LMT $BA $AMGN $ETN $WM

$124M

100 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.