13F Pro

Hedge Funds Similar to RETIREMENT INCOME SOLUTIONS,

13F Portfolio OverlapQ1 2026RETIREMENT INCOME SOLUTIONS, portfolio →
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Most similar hedge funds by 13F overlap

RETIREMENT INCOME SOLUTIONS, INC is an institutional investor managing $585M across 173 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 RETIREMENT INCOME SOLUTIONS, are Roan Partners, Carolina Wealth Advisors,, Kraft, Davis & Associates,, with shared positions in $GLDM, $MDY, $GMM, $BDX, $LRCX, $KO. The full ranking of 25 similar funds is below.

#1Roan Capital PartnersPassive
Some overlap · 3 shared positions
$GLDM$MDY$GMM
$108M
77 positions
#2Carolina Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$GLDM$BDX$LRCX$KO$IBM$AMGN
$240M
278 positions
#3Kraft, Davis & Associates, LLCPassive
Some overlap · 4 shared positions
$GLDM$SHW$MKL$GMM
$469M
151 positions
#4New Perspectives, IncSmart money
Some overlap · 4 shared positions
$GLDM$SHW$MKL$AMGN
$289M
44 positions
#5Beacon Bridge Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$GLDM$MDY$IAU$GMM
$299M
101 positions
#6NavPoint Financial, Inc.Active
Some overlap · 6 shared positions
$GLDM$SHW$KO$IAU$IBM$GMM
$247M
71 positions
#7Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$MDY$IAU
$395M
105 positions
#8Piedmont Capital Management, LLCActive
Some overlap · 6 shared positions
$GLDM$KO$NTRB$IBM$KKR$AMGN
$197M
50 positions
#9American National Bank of TexasActive
Some overlap · 4 shared positions
$GLDM$MDY$KO$KKR
$105M
57 positions
#10Genesis Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$MDY$IAU
$150M
64 positions
#11Upper Left Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GLDM$MKL$IAU$GMM
$169M
68 positions
#12WFA of San Diego, LLCPassive
Some overlap · 4 shared positions
$GLDM$MKL$IBM$AMGN
$125M
404 positions
#13Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$GLDM$KO$NTRB$IAU$KKR
$356M
180 positions
#14SENTINEL PENSION ADVISORS, LLCActive
Some overlap · 5 shared positions
$GLDM$BDX$IAU$GMM$MKL
$676M
137 positions
#15BRIGHT FINANCIAL ADVISORS, INC.Active
Some overlap · 5 shared positions
$GLDM$IAU$IBM$SHOP$SHW
$218M
67 positions
#16American Investment Services, Inc.Active
Some overlap · 5 shared positions
$GLDM$IAU$IBM$GMM$AMGN
$448M
132 positions
#17SNS Financial Group, LLCActive
Some overlap · 3 shared positions
$GLDM$MKL$ECL
$1.2B
208 positions
#18Capital Planning Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$SHW$IBM
$692M
146 positions
#19Milestones Private Investment Advisors LLCPassive
Some overlap · 3 shared positions
$GLDM$SHW$IBM
$114M
78 positions
#20Magnolia Private Wealth, LLCPassive
Some overlap · 3 shared positions
$GLDM$MKL$IAU
$150M
134 positions
#21Greenline Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$MKL$IAU
$930M
144 positions
#22Bravias Capital Group, LLCActive
Some overlap · 3 shared positions
$GLDM$SHW$GMM
$153M
96 positions
#23CONTINUUM WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$GLDM$LRCX$IAU$IBM
$241M
70 positions
#24Purus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$SHW$AMGN
$314M
157 positions
#25My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$GLDM$MKL$GMM
$181M
166 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.