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 Retirement Planning Group,

13F Portfolio OverlapQ1 2026Retirement Planning Group, portfolio →

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Most similar hedge funds by 13F overlap

Retirement Planning Group, LLC is an institutional investor managing $3.2B across 481 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Retirement Planning Group, are Lauer Wealth,, tru Independence, Spinnaker Investment Group,, with shared positions in $WT, $UPST, $MAR, $HUM, $LMT, $SNOW. The full ranking of 25 similar funds is below.

#1Lauer Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $UPST $MAR

$126M

67 positions

#2tru Independence LLCPassive

Substantial overlap · 4 shared positions

$WT $MAR $HUM $LMT

$202M

102 positions

#3Spinnaker Investment Group, LLCActive

Substantial overlap · 4 shared positions

$WT $HUM $SNOW $DUK

$491M

147 positions

#4TopTier Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $SNOW $MS

$163M

795 positions

#5Team Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $SNOW $HUM

$220M

273 positions

#6Lunt Capital Management, Inc.Active

Notable overlap · 4 shared positions

$WT $REGN $MAR $DUK

$260M

97 positions

#7COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $HUM $REGN

$157M

92 positions

#8RVW Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $HUM $MS

$1.3B

176 positions

#9IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $LMT

$446M

95 positions

#10Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $MS

$142M

76 positions

#11SK Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $BAH

$360M

77 positions

#12INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $PM

$252M

89 positions

#13Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $MAR $SNOW $MS

$514M

56 positions

#14McGrath & Associates, Inc.Active

Notable overlap · 3 shared positions

$WT $PM $DUK

$68M

41 positions

#15ACT Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $PM $MS

$235M

78 positions

#16Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$WT $DUK $HUM

$122M

348 positions

#17MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $LMT $MAR

$240M

234 positions

#18RESOLUTE CAPITAL, LLCActive

Notable overlap · 4 shared positions

$WT $DUK $MAR $HUM

$247M

57 positions

#19Serenus Wealth Advisors, LLCSmart money

Notable overlap · 3 shared positions

$WT $PM $HUM

$501M

68 positions

#20Bonfire FinancialActive

Notable overlap · 3 shared positions

$WT $MAR $MS

$133M

57 positions

#21AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $REGN $PM $SCHW

$206M

97 positions

#22Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $SNOW $SCHW

$313M

138 positions

#23CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $MAR $REGN

$149M

96 positions

#24Value Investment Professionals, LLCPassive

Notable overlap · 4 shared positions

$WT $REGN $PM $SCHW

$89M

81 positions

#25Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $REGN

$153M

96 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.