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 REDW Wealth

13F Portfolio OverlapQ1 2026REDW Wealth portfolio →

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Most similar hedge funds by 13F overlap

REDW Wealth LLC is an institutional investor managing $251M across 99 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 REDW Wealth are Ballast Financial Advisors, Strategent Financial,, Warren Street Wealth Advisors,, with shared positions in $SOLV, $USB, $AMN, $COP, $MDY, $WT. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$SOLV $USB $AMN $COP

$98M

68 positions

#2Strategent Financial, LLCActive

Notable overlap · 4 shared positions

$SOLV $AMN $COP $MDY

$147M

41 positions

#3Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$SOLV $WT $FLEX

$393M

129 positions

#4PETRA FINANCIAL ADVISORS INCPassive

Notable overlap · 3 shared positions

$SOLV $USB $WT

$162M

117 positions

#5RVW Wealth, LLCActive

Notable overlap · 5 shared positions

$SOLV $FLEX $WT $AMN $MDY

$1.3B

176 positions

#6KELLY FINANCIAL GROUP LLCActive

Notable overlap · 3 shared positions

$SOLV $SE $SNOW

$398M

100 positions

#7Vertex Planning Partners, LLCActive

Notable overlap · 4 shared positions

$SOLV $WT $SE $MDY

$515M

135 positions

#8Alpha Zero LLCActive

Notable overlap · 3 shared positions

$SOLV $RELX $WT

$198M

79 positions

#9Savant Capital, LLCActive

Notable overlap · 6 shared positions

$SOLV $AMN $WT $SE $USB $SNOW

$20.7B

1,500 positions

#10SEAMOUNT FINANCIAL GROUP INCPassive

Notable overlap · 4 shared positions

$SOLV $SCHW $USB $COP

$222M

135 positions

#11Financial Futures Ltd Liability Co.Active

Notable overlap · 6 shared positions

$SOLV $SCHW $USB $AMN $SNOW $MDY

$228M

72 positions

#12Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 3 shared positions

$SOLV $WT $SCHW

$436M

125 positions

#13Edge Financial Advisors LLC

Some overlap · 4 shared positions

$SOLV $UPST $USB $MDY

$238M

135 positions

#14Able Wealth Management LLCPassive

Some overlap · 4 shared positions

$SOLV $RELX $SE $WT

$374M

138 positions

#15Madrid Wealth Management, LLCPassive

Some overlap · 6 shared positions

$SOLV $AMN $UPST $SNOW $USB $COP

$133M

70 positions

#16SHEPHERD KAPLAN KROCHUK, LLCActive

Some overlap · 3 shared positions

$SOLV $SCHW $SNOW

$119M

61 positions

#17Transcendent Capital Group LLCPassive

Some overlap · 6 shared positions

$SCHW $USB $UPST $AMN $WT $COP

$219M

112 positions

#18Navalign, LLCPassive

Some overlap · 5 shared positions

$SOLV $SCHW $FLEX $AMN $COP

$396M

127 positions

#19Breakwater Capital GroupPassive

Some overlap · 6 shared positions

$SOLV $USB $WT $SE $SNOW $MDY

$747M

373 positions

#20Goldstone Financial Group, LLCPassive

Some overlap · 4 shared positions

$SOLV $WT $COP $AMN

$922M

228 positions

#21BLUELINE ADVISORS LLCActive

Some overlap · 8 shared positions

$SCHW $USB $WT $SE $COP $MDY

$129M

217 positions

#22MBA Advisors LLCPassive

Some overlap · 4 shared positions

$SOLV $UPST $WT $SNOW

$260M

146 positions

#23Cordant, Inc.Active

Some overlap · 5 shared positions

$SCHW $USB $UPST $COP $SNOW

$246M

75 positions

#24BluePrint Investing LLCActive

Some overlap · 4 shared positions

$SCHW $USB $UPST $COP

$126M

26 positions

#25ARK & TLK INVESTMENTS, LLCActive

Some overlap · 8 shared positions

$SCHW $UPST $AMN $WT $SE $COP

$370M

119 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.