Hedge Funds Similar to Ironwood Wealth ,

13F Portfolio OverlapQ1 2026Ironwood Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Ironwood Wealth Management, LLC. is an institutional investor managing $349M across 47 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 Ironwood Wealth , are WLTH ,, Cassaday & Wealth, Idaho, with shared positions in $DJP, $GMM, $EPAM, $SNOW, $VLTO. The full ranking of 25 similar funds is below.

#1WLTH Capital Management, LLCSmart money

Slight overlap · 3 shared positions

$DJP $GMM $EPAM

$120M

25 positions

#2Cassaday & Co Wealth Management LLCActive

Slight overlap · 3 shared positions

$DJP $GMM $SNOW

$4.7B

1,361 positions

#3Idaho Trust CoPassive

Slight overlap · 3 shared positions

$DJP $GMM $SNOW

$308M

97 positions

#4Topel & Distasi Wealth Management, LLCActive

Slight overlap · 3 shared positions

$GMM $DJP $SNOW

$193M

58 positions

#5STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive

Slight overlap · 3 shared positions

$GMM $EPAM $VLTO

$113M

82 positions

#6Fonville Wealth Management LLCPassive

Slight overlap · 3 shared positions

$GMM $EPAM $SNOW

$525M

138 positions

#7TIAA TRUST, NATIONAL ASSOCIATIONPassive

Slight overlap · 3 shared positions

$GMM $EPAM $SNOW

$1.6B

390 positions

#8Grey Fox Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$GMM $EPAM $SNOW

$518M

140 positions

#9MA Private WealthActive

Slight overlap · 3 shared positions

$GMM $VLTO $SNOW

$591M

86 positions

#10Capital Investment Management, Inc.Active

Slight overlap · 3 shared positions

$GMM $VLTO $SNOW

$291M

125 positions

#11Financial Engines Advisors L.L.C.Active

Slight overlap · 3 shared positions

$GMM $VLTO $SNOW

$49.2B

530 positions

#12BRIGHTON SECURITIES CORP.Smart money

Slight overlap · 3 shared positions

$GMM $VLTO $SNOW

$208M

47 positions

#13Hobart Private Capital, LLCPassive

Slight overlap · 3 shared positions

$GMM $VLTO $SNOW

$509M

132 positions

#14Aspire Private Capital, LLCPassive

Slight overlap · 3 shared positions

$GMM $VLTO $SNOW

$443M

170 positions

#15TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive

Slight overlap · 3 shared positions

$GMM $EPAM $SNOW

$26.0B

702 positions

#16Legacy Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$GMM $VLTO $SNOW

$399M

176 positions

#17RCS Financial Planning, LLCPassive

Slight overlap · 3 shared positions

$GMM $VLTO $SNOW

$193M

98 positions

#18Envestnet Portfolio Solutions, Inc.Passive

Slight overlap · 3 shared positions

$GMM $VLTO $SNOW

$18.1B

1,286 positions

#19WAYSTONE ADVISORS LLCPassive

Slight overlap · 3 shared positions

$DJP $EPAM $VLTO

$112M

101 positions

#20Geneos Wealth Management Inc.Passive

Slight overlap · 3 shared positions

$GMM $EPAM $SNOW

$4.3B

2,465 positions

#21Foundation Wealth Management, LLC\PAActive

Slight overlap · 3 shared positions

$GMM $EPAM $SNOW

$284M

91 positions

#22SigFig Wealth Management, LLCActive

Slight overlap · 3 shared positions

$GMM $VLTO $SNOW

$3.4B

139 positions

#23SIMA Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$GMM $VLTO $SNOW

$131M

131 positions

#24Graetz Wealth LLCPassive

Slight overlap · 3 shared positions

$GMM $VLTO $SNOW

$112M

80 positions

#25ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$GMM $VLTO $SNOW

$301M

146 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.