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 STRATEGIES

13F Portfolio OverlapQ1 2026RETIREMENT STRATEGIES portfolio →

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Most similar hedge funds by 13F overlap

RETIREMENT CAPITAL STRATEGIES is an institutional investor managing $265M across 62 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 STRATEGIES are Pacific Park Financial,, HFM Investment Advisors,, BRANDYWINE, with shared positions in $DOV, $SNOW, $UPST, $MMM, $GEV, $GE. The full ranking of 25 similar funds is below.

#1Pacific Park Financial, Inc.Active

Notable overlap · 3 shared positions

$DOV $SNOW $UPST

$153M

73 positions

#2HFM Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$DOV $MMM $GEV $GE $SOLV

$260M

1,210 positions

#3BRANDYWINE TRUST COSmart money

Notable overlap · 3 shared positions

$DOV $GEV $GE

$552M

31 positions

#4Alta Advisers LtdActive

Notable overlap · 3 shared positions

$DOV $GE $UPST

$276M

206 positions

#5Systelligence, LLCPassive

Notable overlap · 3 shared positions

$DOV $SNOW $WT

$514M

56 positions

#6Compass Advisory Group LLCActive

Notable overlap · 3 shared positions

$DOV $SNOW $SCI

$374M

86 positions

#7Global Endowment Management, LPActive

Notable overlap · 3 shared positions

$DOV $WT $RELX

$896M

126 positions

#8NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $DOV $MMM

$247M

71 positions

#9Cornerstone Planning Group LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $SLV

$749M

1,818 positions

#10Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$SNOW $WT $MDY

$222M

56 positions

#11Lionsbridge Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $RELX $MDY

$99M

59 positions

#12rebel Financial LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $SLV

$231M

65 positions

#13ACORN CREEK CAPITAL LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $ETN

$280M

84 positions

#14Discipline Wealth Solutions, LLCActive

Notable overlap · 5 shared positions

$SNOW $WT $SLV $UPST $DOV

$950M

192 positions

#15MBA Advisors LLCPassive

Notable overlap · 5 shared positions

$SNOW $WT $GE $UPST $SOLV

$260M

146 positions

#16VAUGHAN & Co SECURITIES, INC.Active

Notable overlap · 3 shared positions

$SNOW $WT $MMM

$193M

58 positions

#17Grove Street Fiduciary, LLCActive

Notable overlap · 6 shared positions

$SNOW $WT $MMM $GEV $GE $UPST

$227M

74 positions

#18Blackhawk Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $UPST

$273M

141 positions

#19Courage Miller Partners, LLCActive

Notable overlap · 5 shared positions

$SNOW $SLV $GEV $GE $RELX

$354M

92 positions

#20Windward Private Wealth Management Inc.Smart money

Notable overlap · 4 shared positions

$SNOW $DOV $WT $UPST

$289M

44 positions

#21Clarity Asset Management, Inc.Passive

Notable overlap · 4 shared positions

$SNOW $WT $MMM $GE

$198M

290 positions

#22Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$SNOW $WT $MDY $SOLV

$184M

157 positions

#23Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $WT $UPST $DOV

$1.4B

58 positions

#24Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$SNOW $DOV $WT

$110M

64 positions

#25Tandem Financial, LLCPassive

Notable overlap · 3 shared positions

$SNOW $SLV $SOLV

$314M

98 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.