13F Pro

Hedge Funds Similar to RIDGECREST WEALTH PARTNERS

13F Portfolio OverlapQ2 2026RIDGECREST WEALTH PARTNERS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RIDGECREST WEALTH PARTNERS, LLC is an institutional investor managing $207M across 111 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 RIDGECREST WEALTH PARTNERS are American State Bank (Iowa), SS&H Financial Advisors, Walsky Investment, with shared positions in $SPGI, $AMGN, $WFC, $UNP, $GILD, $MCK. The full ranking of 25 similar funds is below.

#1American State Bank (Iowa)Passive
Some overlap · 5 shared positions
$SPGI$AMGN$WFC$UNP$GILD
$247M
139 positions
#2SS&H Financial Advisors, Inc.Passive
Some overlap · 5 shared positions
$SPGI$AMGN$UNP$MCK$PFE
$391M
130 positions
#3Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$SPGI$AMGN$UNP$WFC
$108M
52 positions
#4Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$AMGN$NSC$UNP$WFC$PFE
$739M
344 positions
#5GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$AMGN$UNP$WFC$PM$GILD
$3.0B
213 positions
#6Round Hill Asset ManagementActive
Some overlap · 4 shared positions
$SPGI$AMGN$WFC$PFE
$159M
62 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$AMGN$UNP$WFC$PFE$GILD
$1.3B
58 positions
#8MTM Investment Management, LLCPassive
Some overlap · 5 shared positions
$NSC$UNP$WFC$PM$MCK
$350M
708 positions
#9American Money Management, LLCPassive
Some overlap · 4 shared positions
$SPGI$UNP$WFC$PM
$700M
174 positions
#10Kentucky Farm Bureau Mutual Insurance CoActive
Some overlap · 4 shared positions
$AMGN$SPGI$UNP$PM
$360M
69 positions
#11VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$AMGN$NSC$WFC$MCK
$142M
108 positions
#12LAKEWOOD CAPITAL MANAGEMENT, LPActive
Some overlap · 3 shared positions
$BC$SPGI$UNP
$1.9B
65 positions
#13R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$AMGN$UNP$WFC$PM
$133M
47 positions
#14United Asset Strategies, Inc.Passive
Some overlap · 4 shared positions
$SPGI$AMGN$PM$MCK
$1.4B
259 positions
#153Chopt Investment Partners, LLCPassive
Some overlap · 5 shared positions
$NSC$WFC$PM$MCK$GILD
$532M
274 positions
#16LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$AMGN$UNP$NSC$PM
$273M
104 positions
#17Wilson & Boucher Capital Management, LLC
Some overlap · 4 shared positions
$AMGN$UNP$WFC$MCK
$170M
121 positions
#18GARRISON POINT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AMGN$UNP$WFC$MCK
$247M
176 positions
#19Phillips Wealth Planners LLCPassive
Some overlap · 4 shared positions
$AMGN$UNP$WFC$PM
$136M
217 positions
#20Grove Street Fiduciary, LLCActive
Some overlap · 4 shared positions
$AMGN$UNP$WFC$PM
$237M
75 positions
#21O'Brien Greene & Co. IncPassive
Some overlap · 3 shared positions
$SPGI$AMGN$UNP
$362M
141 positions
#22LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 3 shared positions
$SPGI$AMGN$UNP
$152M
84 positions
#23Mill Capital Management, LLCActive
Some overlap · 4 shared positions
$SPGI$UNP$PM$WFC
$1.5B
128 positions
#24Councilmark Asset Management, LLCActive
Some overlap · 4 shared positions
$AMGN$UNP$PM$MCK
$189M
84 positions
#25SKBA CAPITAL MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$AMGN$UNP$WFC$PFE
$606M
79 positions

Compare RIDGECREST WEALTH PARTNERS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View RIDGECREST WEALTH PARTNERS’s holdings

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.