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Hedge Funds Similar to Riverpoint Wealth ,

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

Riverpoint Wealth Management Holdings, LLC is an institutional investor managing $470M 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 Riverpoint Wealth , are SWAN, Hurlow Wealth Group,, Ariston Services Group, with shared positions in $SCHW, $HUM, $MAR, $FDX, $IAU, $IBIT. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive
Some overlap · 4 shared positions
$SCHW$HUM$MAR$FDX
$272M
554 positions
#2Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$SCHW$HUM$IAU
$420M
120 positions
#3Ariston Services GroupActive
Some overlap · 3 shared positions
$SCHW$HUM$IAU
$167M
71 positions
#4Johnson Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SCHW$HUM$IAU
$207M
49 positions
#5Note Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$HUM$IAU
$200M
85 positions
#6Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$SCHW$HUM$IAU
$480M
160 positions
#7AWM CAPITAL, LLCActive
Some overlap · 4 shared positions
$SCHW$HUM$IAU$IBIT
$1.1B
113 positions
#8Gibson Capital, LLCSmart money
Some overlap · 4 shared positions
$SCHW$HUM$IAU$IBIT
$537M
87 positions
#9Kohmann Bosshard Financial Services, LLCActive
Some overlap · 3 shared positions
$SCHW$HUM$FDX
$1.2B
1,060 positions
#10Infinity Wealth Counsel, LLCPassive
Some overlap · 4 shared positions
$SCHW$HUM$IAU$MAR
$109M
63 positions
#11Rockwood Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$SCHW$MAR$HUM$IAU
$1.4B
118 positions
#12Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$SCHW$HUM$IBIT
$142M
69 positions
#13Garde Capital, Inc.Active
Some overlap · 5 shared positions
$SCHW$HUM$IAU$MAR$IBIT
$1.7B
198 positions
#14DODGE & COXActive
Some overlap · 4 shared positions
$SCHW$HUM$WTW$FDX
$182.0B
222 positions
#15West Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$HUM$IBIT
$589M
193 positions
#16Opus Financial Solutions LLCPassive
Some overlap · 3 shared positions
$SCHW$HUM$IAU
$106M
103 positions
#17DecisionPoint Financial, LLCActive
Some overlap · 5 shared positions
$SCHW$MAR$IAU$SYK$IBIT
$464M
679 positions
#18Financial Alternatives, IncActive
Some overlap · 3 shared positions
$SCHW$HUM$IAU
$185M
79 positions
#19BAYSHORE ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$SCHW$HUM$IAU
$251M
40 positions
#20Heritage Wealth Management, Inc./TexasSmart money
Some overlap · 3 shared positions
$SCHW$HUM$IAU
$234M
41 positions
#21LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 3 shared positions
$SCHW$MAR$IAU
$378M
89 positions
#22Flagstone Financial ManagementSmart money
Some overlap · 3 shared positions
$SCHW$HUM$IAU
$403M
71 positions
#23ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 3 shared positions
$SCHW$IAU$MAR
$158M
125 positions
#24Magnolia Wealth Management, LLCActive
Some overlap · 3 shared positions
$SCHW$MAR$IAU
$172M
212 positions
#25Vermillion Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$SCHW$HUM$MAR
$255M
1,563 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.