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 Ruggiero Investments

13F Portfolio OverlapQ2 2026Ruggiero Investments portfolio →

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Most similar hedge funds by 13F overlap

Ruggiero Investments, Inc. is an institutional investor managing $119M across 89 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 Ruggiero Investments are SIERRA SUMMIT ADVISORS, Next Level Wealth Planning, Wealth Partners, with shared positions in $VRT, $SPCX, $SHOP, $TER, $ET, $PLTR. The full ranking of 25 similar funds is below.

#1SIERRA SUMMIT ADVISORS LLCPassive

Slight overlap · 4 shared positions

$VRT $SPCX $SHOP $TER

$895M

185 positions

#2Next Level Wealth Planning, LLCSmart money

Slight overlap · 4 shared positions

$VRT $SPCX $ET $PLTR

$227M

74 positions

#3Wealth Management Partners, LLCPassive

Slight overlap · 4 shared positions

$VRT $SPCX $SHOP $PLTR

$425M

154 positions

#4ALKEON CAPITAL MANAGEMENT LLCSmart money

Slight overlap · 4 shared positions

$VRT $SHOP $TER $PLTR

$74.1B

109 positions

#5GILPIN WEALTH MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$VRT $ET $WM $PLTR $BNY

$145M

1,064 positions

#6CTC Alternative Strategies, Ltd.Passive

Slight overlap · 4 shared positions

$VRT $SPCX $WM $BNY

$69M

83 positions

#7DB&C Advisors, LLCPassive

Slight overlap · 4 shared positions

$VRT $SHOP $BLK $PLTR

$92M

76 positions

#8Sterling Investment Advisors, Ltd.Passive

Slight overlap · 4 shared positions

$VRT $SHOP $BLK $PLTR

$599M

225 positions

#9Almanack Investment Partners, LLC.Active

Slight overlap · 4 shared positions

$VRT $ET $SPCX $PLTR

$785M

321 positions

#10Ballast Rock Private Wealth LLCPassive

Slight overlap · 4 shared positions

$VRT $ET $PLTR $MDY

$217M

192 positions

#11Nikko Asset Management Americas, Inc.Passive

Slight overlap · 4 shared positions

$SPCX $SHOP $TER $PLTR

$7.7B

276 positions

#12IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive

Slight overlap · 4 shared positions

$SPCX $SHOP $TER $PLTR

$1.6B

289 positions

#13ARK Investment Management LLCActive

Slight overlap · 4 shared positions

$SPCX $SHOP $TER $PLTR

$15.4B

191 positions

#14Ring Mountain Capital, LLCActive

Slight overlap · 4 shared positions

$VRT $SPCX $WM $PLTR

$238M

107 positions

#15TEMA ETFS LLCActive

Slight overlap · 3 shared positions

$VRT $SPCX $ET

$3.1B

583 positions

#16Legacy Bridge, LLCPassive

Slight overlap · 4 shared positions

$VRT $TER $PLTR $BNY

$324M

322 positions

#17Bluesphere Advisors, LLCSmart money

Slight overlap · 3 shared positions

$VRT $SPCX $WM

$324M

121 positions

#18FLOYD FINANCIAL GROUP LLCActive

Slight overlap · 3 shared positions

$VRT $SPCX $PLTR

$153M

65 positions

#19KERR FINANCIAL PLANNING CorpPassive

Slight overlap · 3 shared positions

$VRT $SPCX $PLTR

$90M

545 positions

#20Sage Capital Advisors,llcPassive

Slight overlap · 3 shared positions

$VRT $SPCX $PLTR

$482M

140 positions

#21JAG CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$VRT $SPCX $MCK

$1.1B

152 positions

#22Trifecta Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$VRT $BLK $PLTR $MDY

$776M

493 positions

#23Quantum Portfolio Management LLCPassive

Slight overlap · 4 shared positions

$VRT $TER $PLTR $MCK

$278M

522 positions

#24IAM Advisory, LLCActive

Slight overlap · 4 shared positions

$VRT $WM $PLTR $MCK

$513M

107 positions

#25Mirova US LLCActive

Slight overlap · 3 shared positions

$VRT $SHOP $WM

$9.3B

45 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.