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Hedge Funds Similar to REDW Wealth

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

REDW Wealth LLC is an institutional investor managing $279M across 104 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 REDW Wealth are COMPASS, Karani Asset, E&G Advisors, with shared positions in $MSI, $DE, $DAL, $MDY. The full ranking of 4 similar funds is below.

#1COMPASS CAPITAL MANAGEMENT, INCActive
Slight overlap · 3 shared positions
$MSI$DE$DAL
$1.7B
91 positions
#2Karani Asset Management LLCPassive
Slight overlap · 3 shared positions
$DE$MSI$DAL
$139M
57 positions
#3E&G Advisors, LPPassive
Slight overlap · 3 shared positions
$DAL$DE$MDY
$518M
243 positions
#4Family Office Research LLCActive
Slight overlap · 3 shared positions
$DAL$DE$MDY
$267M
85 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.