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Hedge Funds Similar to Riverpoint Wealth

13F Portfolio OverlapQ2 2026Riverpoint Wealth portfolio →
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Most similar hedge funds by 13F overlap

Riverpoint Wealth Management Holdings, LLC is an institutional investor managing $544M across 61 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Riverpoint Wealth are Zhang Financial, Cranbrook Wealth, Wealth Watch Advisors, with shared positions in $IAU, $SYK, $IBIT, $ACN, $YUMC, $BMO. The full ranking of 14 similar funds is below.

#1Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$SYK$IBIT
$3.4B
392 positions
#2Cranbrook Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$SYK$IBIT
$534M
406 positions
#3Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$SYK$IBIT
$309M
142 positions
#4Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SYK$ACN
$145M
99 positions
#5Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$ACN
$490M
134 positions
#6Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$IAU$SYK$ACN
$406M
308 positions
#7UNIQUE WEALTH, LLCActive
Some overlap · 4 shared positions
$IAU$IBIT$ACN$SYK
$858M
201 positions
#8Wealthspire Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ACN$IBIT
$18.2B
1,298 positions
#9New Capital Management LPSmart money
Some overlap · 3 shared positions
$IAU$IBIT$YUMC
$439M
60 positions
#10Value Partners Investments Inc.Active
Some overlap · 3 shared positions
$ACN$BMO$YUMC
$1.4B
104 positions
#11Well Done, LLCPassive
Slight overlap · 3 shared positions
$IAU$SYK$WTFC
$743M
202 positions
#12Grant Street Asset Management, Inc.Smart money
Slight overlap · 3 shared positions
$IBIT$IAU$SYK
$610M
92 positions
#13Magnolia Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$IAU$LPLA$IBIT
$182M
153 positions
#14PROATHLETE WEALTH MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$IBIT$IAU$SYK
$404M
300 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.