13F Pro

Hedge Funds Similar to RWA WEALTH PARTNERS,

13F Portfolio OverlapQ1 2026RWA WEALTH PARTNERS, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RWA WEALTH PARTNERS, LLC is an institutional investor managing $9.1B across 618 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 RWA WEALTH PARTNERS, are Cornerstone Financial, WEBSTERROGERS FINANCIAL ADVISORS,, MASTER'S WEALTH, with shared positions in $UPST, $DDOG, $HUM, $KKR, $UNIT, $NEE. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$UPST$DDOG$HUM$KKR$UNIT
$109M
1,311 positions
#2WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$UPST$DDOG$HUM$NEE$MCD
$350M
95 positions
#3MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 5 shared positions
$UPST$DDOG$ASML$NEE$UNP
$295M
82 positions
#4Midwestern Financial, LLC /IAActive
Some overlap · 4 shared positions
$UPST$DDOG$UNIT$HUM
$127M
54 positions
#5AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$UPST$DDOG$TJX$UNP
$445M
77 positions
#6GEN Financial Management, INC.Active
Some overlap · 3 shared positions
$UPST$DDOG$HUM
$162M
51 positions
#7Foster Group, Inc.Active
Some overlap · 6 shared positions
$UPST$DDOG$UNIT$NEE$AXP$MCD
$3.4B
284 positions
#8Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$UPST$DDOG$NEE$UNIT
$607M
110 positions
#9STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$UPST$UNIT$HUM$NEE$UNP
$547M
180 positions
#10Berkshire BankPassive
Some overlap · 7 shared positions
$UPST$TJX$HUM$KKR$NEE$AXP
$488M
157 positions
#11GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 4 shared positions
$UPST$UNIT$HUM$DDOG
$128M
42 positions
#12Wolff Financial Management LLCActive
Some overlap · 6 shared positions
$UPST$UNIT$KKR$MCD$HUM$DDOG
$453M
103 positions
#13Orgel Wealth Management, LLCActive
Some overlap · 3 shared positions
$UPST$DDOG$HUM
$4.6B
95 positions
#14Alhambra Investment Partners LLCPassive
Some overlap · 6 shared positions
$UPST$UNIT$DDOG$TJX$NEE$AXP
$217M
176 positions
#15Salomon & Ludwin, LLCPassive
Some overlap · 4 shared positions
$UPST$DDOG$KKR$MCD
$1.1B
2,097 positions
#16Colony Family Offices, LLCActive
Some overlap · 5 shared positions
$DDOG$UPST$HUM$KKR$UNIT
$406M
62 positions
#17Financial Plan, Inc.Active
Some overlap · 3 shared positions
$UPST$DDOG$MCD
$933M
94 positions
#18Cascade Wealth Advisors, IncActive
Some overlap · 5 shared positions
$UPST$HUM$DDOG$KKR$NEE
$228M
60 positions
#19Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$UPST$HUM$KKR$MCD$UNP
$958M
176 positions
#20ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DDOG$UPST$TJX$ASML$LIN
$723M
93 positions
#21NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$UPST$UNIT$NEE$UNP$HUM
$665M
255 positions
#22MAYPORT, LLCActive
Some overlap · 4 shared positions
$UPST$UNIT$KKR$HUM
$538M
130 positions
#23Kuhn & Co Investment CounselPassive
Some overlap · 5 shared positions
$DDOG$UPST$KKR$NEE$LIN
$155M
142 positions
#24Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$UPST$UNIT$NEE$HUM
$950M
192 positions
#25Aegis Wealth Management LLCPassive
Some overlap · 3 shared positions
$UPST$UNIT$ASML
$175M
118 positions

Compare RWA WEALTH PARTNERS,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View RWA WEALTH PARTNERS,’s holdings

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.