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Hedge Funds Similar to Rydar Equities

13F Portfolio OverlapQ3 2026Rydar Equities portfolio →
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Most similar hedge funds by 13F overlap

Rydar Equities, Inc. is an institutional investor managing $194M across 440 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Rydar Equities are Vertrix Wealth, Greystone Financial Group, LEGACY FINANCIAL INDEPENDENT ADVISORS, with shared positions in $MS, $WM, $CRWD, $AXP, $LMT, $MCD. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$MS$WM$CRWD$AXP$LMT$MCD
$292M
99 positions
#2Greystone Financial Group, LLCPassive
Notable overlap · 6 shared positions
$MS$WM$CRWD$LMT$MCD$AXP
$360M
73 positions
#3LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$WM$CRWD$COF$AXP$LMT
$213M
124 positions
#4CONNING INC.Passive
Some overlap · 6 shared positions
$TRV$MS$LMT$UNP$MCD$CMI
$3.3B
327 positions
#5INVESTMENT HOUSE LLCPassive
Some overlap · 6 shared positions
$MELI$AXP$WM$CRWD$CMI$UNP
$2.3B
203 positions
#6First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$WM$COF$LMT$UNP$MCD
$529M
75 positions
#7Nordwand Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$WM$UNP$CMI$AXP
$652M
146 positions
#8Valtrion Capital Management, LLCActive
Some overlap · 5 shared positions
$CRWD$TRV$WM$CMI$MCD
$134M
103 positions
#9HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$WM$AXP$LMT$UNP$MCD
$321M
107 positions
#10Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$AXP$LMT$UNP$MCD
$455M
118 positions
#11KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$CRWD$PLTR$MELI$UNP$WM$LMT
$351M
166 positions
#12Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$AXP$LMT$MCD$MS$COF$WM
$142M
106 positions
#13SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$MS$CRWD$UNP$CMI$PLTR
$674M
211 positions
#14MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$T$LMT$UNP$MCD$CMI
$233M
122 positions
#15Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$MS$CRWD$AXP$MCD
$703M
160 positions
#16William B. Walkup & Associates, Inc.Passive
Some overlap · 4 shared positions
$MS$COF$TRV$AZO
$208M
258 positions
#17Asio Capital, LLCActive
Some overlap · 5 shared positions
$CRWD$COF$MELI$AXP$MS
$816M
131 positions
#18Focused Investors LLCActive
Some overlap · 4 shared positions
$MS$AXP$LMT$MCD
$3.0B
23 positions
#19Centric Wealth ManagementPassive
Some overlap · 5 shared positions
$WM$UNP$PLTR$CRWD$LMT
$643M
209 positions
#20Midwest Professional Planners, LTD.Passive
Some overlap · 5 shared positions
$COF$LMT$AXP$UNP$CMI
$510M
131 positions
#21CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 4 shared positions
$MS$COF$LMT$MCD
$373M
103 positions
#22CHEMUNG CANAL TRUST COActive
Some overlap · 5 shared positions
$TRV$AXP$WM$MCD$UNP
$541M
111 positions
#23DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$WM$MELI$LMT$CMI
$121M
100 positions
#24High Note Wealth, LLCPassive
Some overlap · 6 shared positions
$CRWD$PLTR$LMT$AZO$TRV$UNP
$586M
959 positions
#25JACOBS & CO/CAPassive
Some overlap · 5 shared positions
$CRWD$UNP$CMI$MCD$AXP
$1.2B
132 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.