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 Ridgepath

13F Portfolio OverlapQ2 2026Ridgepath portfolio →

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Most similar hedge funds by 13F overlap

Ridgepath Capital Management LLC is an institutional investor managing $227M across 54 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 Ridgepath are GQG Partners, Fee-Only Financial Planning, L.C., SIMA Wealth Partners, with shared positions in $PM, $MO, $VZ, $BTI, $MDLZ, $GLW. The full ranking of 25 similar funds is below.

#1GQG Partners LLCActive

Substantial overlap · 4 shared positions

$PM $MO $VZ $BTI

$53.8B

102 positions

#2Fee-Only Financial Planning, L.C.Smart money

Substantial overlap · 3 shared positions

$PM $MO $MDLZ

$187M

45 positions

#3SIMA Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$PM $MO $BTI

$141M

130 positions

#4Kennon-Green & Company, LLCActive

Notable overlap · 4 shared positions

$PM $MO $MDLZ $BTI

$128M

41 positions

#5Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$PM $MO $GLW $DOV

$1.2B

127 positions

#6Cedar Wealth Management, LLCActive

Notable overlap · 3 shared positions

$PM $MO $MDLZ

$389M

92 positions

#7PARK CIRCLE CoActive

Notable overlap · 3 shared positions

$MO $VZ $PM

$117M

53 positions

#8Investmark Advisory Group LLCPassive

Notable overlap · 3 shared positions

$PM $MO $MDLZ

$263M

148 positions

#9GARDNER RUSSO & QUINN LLCSmart money

Notable overlap · 3 shared positions

$PM $MO $DOV

$8.9B

85 positions

#10Keystone Financial Planning, Inc.Smart money

Notable overlap · 4 shared positions

$VZ $MO $PM $BTI

$388M

39 positions

#11Holland Advisory Services, Inc.Active

Notable overlap · 3 shared positions

$PM $MO $MDLZ

$91M

49 positions

#12Coston, McIsaac & PartnersPassive

Notable overlap · 5 shared positions

$PM $MO $VZ $PAYX $DOV

$497M

948 positions

#13Measured Risk Portfolios, Inc.Active

Notable overlap · 4 shared positions

$MO $VZ $PM $PAYX

$112M

63 positions

#14CFC Planning Co LLCPassive

Notable overlap · 3 shared positions

$PM $MO $VZ

$171M

71 positions

#15Vermillion & White Wealth Management Group, LLCActive

Notable overlap · 3 shared positions

$MO $PM $DOV

$198M

69 positions

#16Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$PM $MO $BTI

$296M

60 positions

#17Gladstone Capital Management LLPActive

Notable overlap · 3 shared positions

$PM $GLW $MDLZ

$1.0B

40 positions

#18Wealth Management NebraskaSmart money

Notable overlap · 3 shared positions

$PM $MDLZ $DOV

$1.1B

106 positions

#19Paradigm Capital Management, LLC/NVActive

Notable overlap · 3 shared positions

$VZ $MO $PM

$116M

65 positions

#20Windsor Advisory Group, LLCActive

Notable overlap · 3 shared positions

$PAYX $VZ $DOV

$138M

97 positions

#21KFA Private Wealth Group, LLCActive

Notable overlap · 5 shared positions

$MO $MDLZ $PM $GLW $DOV

$415M

150 positions

#22TrueMark Investments, LLCPassive

Notable overlap · 4 shared positions

$PM $VZ $MO $BTI

$798M

187 positions

#23BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 5 shared positions

$MO $PM $VZ $GLW $DOV

$515M

142 positions

#24RBO & CO LLCActive

Notable overlap · 3 shared positions

$PM $MDLZ $MO

$628M

56 positions

#25BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 3 shared positions

$VZ $PAYX $TSCO

$235M

33 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.