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Hedge Funds Similar to RESTON WEALTH

13F Portfolio OverlapQ2 2026RESTON WEALTH portfolio →
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Most similar hedge funds by 13F overlap

RESTON WEALTH MANAGEMENT LLC is an institutional investor managing $371M across 65 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 RESTON WEALTH are Axecap Investments, KMT WEALTH, Westwind, with shared positions in $ANET, $MAR, $MS, $MPC, $VLO, $LMT. The full ranking of 25 similar funds is below.

#1Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$ANET$MAR$MS$MPC$VLO
$181M
73 positions
#2KMT WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$MAR$ANET$LMT
$118M
121 positions
#3Westwind CapitalPassive
Some overlap · 3 shared positions
$MAR$MS$ISRG
$422M
77 positions
#4Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$MAR$ANET$LMT
$283M
103 positions
#5TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$MAR$MCK$VLO$BAH
$211M
127 positions
#6Frederick Financial Consultants, LLCActive
Some overlap · 3 shared positions
$MAR$LMT$MS
$236M
121 positions
#7MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MAR$LMT$VLO
$659M
150 positions
#8BEACON INVESTMENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MAR$LMT$VLO
$318M
178 positions
#9LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$MAR$LMT$MCK
$213M
124 positions
#10Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$MS$LMT$ANET$NOC
$262M
58 positions
#114J Wealth Management LLCActive
Some overlap · 4 shared positions
$ANET$NOC$MAR$BAH
$204M
111 positions
#12STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 3 shared positions
$ANET$MS$ISRG
$918M
75 positions
#13ABNER HERRMAN & BROCK LLCActive
Some overlap · 3 shared positions
$MAR$MS$ISRG
$1.1B
111 positions
#14CAPITAL CITY TRUST CO/FLPassive
Some overlap · 3 shared positions
$ANET$MPC$LMT
$482M
129 positions
#15GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ANET$LMT$ISRG$MS
$179M
118 positions
#16GHE, LLCSmart money
Some overlap · 3 shared positions
$ANET$MPC$MAR
$265M
57 positions
#17Fox Hill Wealth ManagementPassive
Some overlap · 3 shared positions
$ANET$LMT$NOC
$249M
120 positions
#18O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$MPC$LMT$NOC$VLO
$125M
61 positions
#19FCF Advisors LLCPassive
Some overlap · 3 shared positions
$ANET$LMT$MCK
$544M
58 positions
#20Titan Investment Solutions LtdActive
Some overlap · 3 shared positions
$ANET$LMT$MCK
$894M
60 positions
#21Titan Investment Management LLCActive
Some overlap · 4 shared positions
$MS$LMT$MCK$ANET
$135M
38 positions
#22Delta Accumulation, LLCActive
Some overlap · 4 shared positions
$MS$LMT$MCK$NOC
$2.5B
156 positions
#23Elyxium Wealth, LLCPassive
Some overlap · 3 shared positions
$ANET$MS$MAR
$952M
298 positions
#24CASTLEARK MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ANET$MS$MAR
$3.7B
309 positions
#25Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$ANET$MPC$MCK
$2.5B
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.