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Hedge Funds Similar to RITHOLTZ WEALTH

13F Portfolio OverlapQ2 2026RITHOLTZ WEALTH portfolio →
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Most similar hedge funds by 13F overlap

RITHOLTZ WEALTH MANAGEMENT is an institutional investor managing $6.7B across 1,313 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 RITHOLTZ WEALTH are LVW Advisors, KICKSTAND VENTURES, Kathmere, with shared positions in $WDC, $STX, $C, $GILD, $ASML, $MO. The full ranking of 25 similar funds is below.

#1LVW Advisors, LLCPassive
Some overlap · 6 shared positions
$WDC$STX$C$GILD$ASML$MO
$1.2B
462 positions
#2KICKSTAND VENTURES, LLC.Active
Some overlap · 6 shared positions
$WDC$STX$C$KLAC$MO$EME
$550M
154 positions
#3Kathmere Capital Management, LLCPassive
Some overlap · 6 shared positions
$WDC$STX$C$NVS$MO$PM
$1.9B
676 positions
#4Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$WDC$STX$NVS$MO$KLAC$PM
$259M
118 positions
#5ClearAlpha Technologies LPPassive
Some overlap · 5 shared positions
$WDC$STX$GILD$ASML$NVS
$58M
79 positions
#6TOEWS CORP /ADVActive
Slight overlap · 5 shared positions
$WDC$STX$C$MO$PM
$686M
151 positions
#7FDx Advisors, Inc.Passive
Slight overlap · 5 shared positions
$WDC$STX$ASML$NVS$PM
$332M
179 positions
#8WCM INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 5 shared positions
$WDC$STX$ASML$NVS$PM
$55.2B
266 positions
#9BINGHAM PRIVATE WEALTH, LLCPassive
Slight overlap · 6 shared positions
$STX$C$GILD$ASML$KLAC$PM
$145M
178 positions
#10Bridgewater Associates, LPActive
Slight overlap · 6 shared positions
$STX$WDC$ASML$MO$KLAC$CLS
$24.4B
997 positions
#11REXFORD CAPITAL INCPassive
Slight overlap · 5 shared positions
$WDC$STX$MO$KLAC$PM
$163M
301 positions
#12Value Aligned Research Advisors, LLCActive
Slight overlap · 5 shared positions
$WDC$STX$ASML$CLS$EME
$40.1B
123 positions
#13EXCHANGE TRADED CONCEPTS, LLCPassive
Slight overlap · 5 shared positions
$WDC$STX$MO$ASML$PM
$21.9B
1,580 positions
#14CAPITAL FUND MANAGEMENT S.A.Passive
Slight overlap · 6 shared positions
$WDC$C$GILD$ASML$MO$STX
$22.7B
2,033 positions
#15O'SHAUGHNESSY ASSET MANAGEMENT, LLCPassive
Slight overlap · 5 shared positions
$WDC$STX$C$MO$KLAC
$21.7B
2,618 positions
#16GF FUND MANAGEMENT CO. LTD.Active
Slight overlap · 5 shared positions
$STX$WDC$GILD$ASML$KLAC
$8.3B
587 positions
#17Storgate, LLCPassive
Slight overlap · 5 shared positions
$WDC$C$ASML$KLAC$CLS
$482M
351 positions
#18Ariadne Wealth Management, LPPassive
Slight overlap · 5 shared positions
$WDC$ASML$NVS$MO$KLAC
$226M
254 positions
#19USA FINANCIAL FORMULAS
Slight overlap · 4 shared positions
$WDC$STX$C$GILD
$531M
437 positions
#20Capital World InvestorsActive
Slight overlap · 5 shared positions
$WDC$GILD$ASML$KLAC$PM
$846.4B
637 positions
#21Harvest Fund Management Co., LtdActive
Slight overlap · 5 shared positions
$WDC$STX$GILD$ASML$KLAC
$3.0B
455 positions
#22XXI WEALTH, LLCPassive
Slight overlap · 4 shared positions
$WDC$STX$C$MO
$218M
226 positions
#23Prospect Financial Group LLCActive
Slight overlap · 5 shared positions
$WDC$HSBC$ASML$NVS$KLAC
$124M
70 positions
#24Genus Capital Management Inc.Passive
Slight overlap · 4 shared positions
$WDC$STX$C$KLAC
$1.0B
204 positions
#25Cogent Private Wealth, Inc.Passive
Slight overlap · 4 shared positions
$WDC$STX$C$KLAC
$160M
117 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.