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Hedge Funds Similar to Rezny Wealth ,

13F Portfolio OverlapQ1 2026Rezny Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Rezny Wealth Management, Inc. is an institutional investor managing $579M across 37 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 Rezny Wealth , are Guardian ,, Hel Ved Ltd, Plotkin Financial Advisors,, with shared positions in $SHW, $OKTA, $AMD, $KKR, $CIEN, $COHR. The full ranking of 25 similar funds is below.

#1Guardian Capital, LLCPassive
Notable overlap · 4 shared positions
$SHW$OKTA$AMD$KKR
$105M
81 positions
#2Hel Ved Capital Management LtdActive
Notable overlap · 3 shared positions
$SHW$CIEN$COHR
$844M
56 positions
#3Plotkin Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$SHW$COP$OKTA
$199M
100 positions
#4Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Notable overlap · 3 shared positions
$SHW$AMD$KKR
$54M
26 positions
#5Fiduciary Planning LLCActive
Notable overlap · 3 shared positions
$SHW$MU$COP
$331M
76 positions
#6Mason & Associates IncActive
Some overlap · 3 shared positions
$SHW$COP$AMD
$516M
160 positions
#7URS Advisory LLCActive
Some overlap · 3 shared positions
$SHW$ALL$KKR
$137M
51 positions
#8WJ Wealth Management, LLCActive
Some overlap · 3 shared positions
$SHW$MU$LHX
$214M
70 positions
#9Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$SHW$COP$AMD
$67M
42 positions
#10Ascent Advisors, LLCActive
Some overlap · 3 shared positions
$SHW$OKTA$AMD
$54M
40 positions
#11Saudi Central BankPassive
Some overlap · 3 shared positions
$SHW$AMD$MU
$4.7B
514 positions
#12MAPLELANE CAPITAL, LLCActive
Some overlap · 6 shared positions
$SHW$CLS$COHR$AMD$MU$OKTA
$2.8B
64 positions
#13StoneCrest Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$SHW$MU$COHR$AMD
$236M
73 positions
#14IAM Advisory, LLCActive
Some overlap · 3 shared positions
$SHW$LHX$AMD
$446M
95 positions
#15Bright Futures Wealth Management, LLC.Passive
Some overlap · 3 shared positions
$SHW$OKTA$MU
$146M
188 positions
#16Titiun YejielPassive
Some overlap · 3 shared positions
$SHW$COP$AMD
$99M
57 positions
#17MIG Capital, LLC
Some overlap · 4 shared positions
$SHW$CIEN$COHR$MU
$589M
43 positions
#18Darden Wealth Group IncPassive
Some overlap · 4 shared positions
$OKTA$SHW$CLS$MU
$196M
150 positions
#19Concentrum Wealth ManagementActive
Some overlap · 3 shared positions
$SHW$AMD$MU
$339M
111 positions
#20Bay Rivers GroupPassive
Some overlap · 3 shared positions
$SHW$CLS$AMD
$240M
109 positions
#21ADAPT WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$SHW$CLS$MU
$276M
106 positions
#22Kaizen Financial StrategiesPassive
Some overlap · 3 shared positions
$SHW$AMD$KKR
$236M
174 positions
#23HANSEATIC MANAGEMENT SERVICES INCPassive
Some overlap · 4 shared positions
$SHW$CIEN$COHR$MU
$104M
80 positions
#24Bouchey Financial Group LtdActive
Some overlap · 4 shared positions
$SHW$MU$AMD$KKR
$1.4B
173 positions
#25CONDOR CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$SHW$COP$LHX
$1.2B
174 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.