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Hedge Funds Similar to Ritter Daniher Financial Advisory / DE

13F Portfolio OverlapQ2 2026Ritter Daniher Financial Advisory / DE portfolio →
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Most similar hedge funds by 13F overlap

Ritter Daniher Financial Advisory LLC / DE is an institutional investor managing $657M across 602 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 Ritter Daniher Financial Advisory / DE are Voya Financial Advisors, Oregon Pacific Wealth, SPWM Advisors, with shared positions in $BKNG, $SCHW, $WFC, $ELV, $IQV, $PM. The full ranking of 25 similar funds is below.

#1Voya Financial Advisors, Inc.Smart money
Some overlap · 9 shared positions
$BKNG$SCHW$WFC$ELV$IQV$PM
$1.1B
208 positions
#2Oregon Pacific Wealth Management, LLCPassive
Some overlap · 9 shared positions
$BKNG$SCHW$WFC$ELV$IQV$PM
$107M
115 positions
#3SPWM Advisors LLCActive
Some overlap · 9 shared positions
$BKNG$SCHW$WFC$ELV$IQV$PM
$108M
90 positions
#4CRUX WEALTH ADVISORSPassive
Some overlap · 9 shared positions
$BKNG$SCHW$WFC$ELV$IQV$PM
$289M
192 positions
#5Tranquilli Financial Advisor LLCPassive
Some overlap · 8 shared positions
$BKNG$SCHW$WFC$ELV$IQV$PM
$186M
135 positions
#6Independence Wealth Advisors, LLCActive
Some overlap · 8 shared positions
$BKNG$SCHW$WFC$ELV$IQV$PM
$199M
85 positions
#7Trajan Wealth LLCActive
Some overlap · 7 shared positions
$BKNG$SCHW$WFC$ELV$NSC$IQV
$2.6B
152 positions
#8Van Diest Capital, LLCPassive
Some overlap · 7 shared positions
$BKNG$SCHW$WFC$ELV$IQV$PM
$112M
176 positions
#9Keystone Financial ServicesActive
Some overlap · 7 shared positions
$BKNG$SCHW$WFC$ELV$PM$ADI
$388M
131 positions
#10FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$BKNG$SCHW$WFC$ELV$PM$ADI
$355M
257 positions
#11ProVise Management Group, LLCPassive
Some overlap · 7 shared positions
$BKNG$SCHW$WFC$ELV$PM$ADI
$1.5B
282 positions
#12Unique Wealth Strategies, LLCPassive
Some overlap · 8 shared positions
$BKNG$WFC$ELV$IQV$PM$ADI
$275M
223 positions
#13CLIENT 1ST ADVISORY GROUP, LLCActive
Some overlap · 7 shared positions
$BKNG$SCHW$NEE$ELV$IQV$PM
$384M
144 positions
#14Aspire Private Capital, LLCPassive
Some overlap · 7 shared positions
$CTAS$WFC$IQV$PM$ADI$BNY
$484M
175 positions
#15FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active
Some overlap · 4 shared positions
$CTAS$SCHW$PM$DIS
$19.9B
421 positions
#16Cetera Trust Company, N.APassive
Some overlap · 6 shared positions
$SCHW$WFC$NEE$BKNG$ELV$DIS
$199M
345 positions
#17Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$CTAS$SCHW$NEE
$1.1B
102 positions
#18HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$CTAS$SCHW$NEE
$410M
53 positions
#19TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$BKNG$SCHW$WFC$ELV$IQV$PM
$143M
104 positions
#20Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 7 shared positions
$BKNG$SCHW$ELV$WFC$PM$ADI
$637M
125 positions
#21CALEDONIA INVESTMENTS PLCActive
Some overlap · 3 shared positions
$CTAS$SCHW$PM
$883M
15 positions
#22CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$BKNG$SCHW$WFC$PM$ADI$BNY
$827M
181 positions
#23HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$BKNG$SCHW$WFC$ELV$PM
$323M
168 positions
#24MONTCHANIN ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$CTAS$SCHW$PM
$98M
62 positions
#25Patriot Financial Group Insurance Agency, LLCPassive
Some overlap · 5 shared positions
$BKNG$SCHW$WFC$PM$ADI
$974M
491 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.