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 RESTON WEALTH

13F Portfolio OverlapQ1 2026RESTON WEALTH portfolio →

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Most similar hedge funds by 13F overlap

RESTON WEALTH MANAGEMENT LLC is an institutional investor managing $326M across 62 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 RESTON WEALTH are Kelly Financial Services, Bank of Marin, Odyssey Advisors,, with shared positions in $SE, $MAR, $AMAT, $LMT, $MDLZ, $ANET. The full ranking of 25 similar funds is below.

#1Kelly Financial Services LLCPassive

Slight overlap · 5 shared positions

$SE $MAR $AMAT $LMT $MDLZ

$414M

128 positions

#2Bank of MarinPassive

Slight overlap · 6 shared positions

$SE $MAR $ANET $ISRG $MCK $BAC

$137M

135 positions

#3Odyssey Capital Advisors, Inc.Passive

Slight overlap · 4 shared positions

$SE $MAR $ANET $MS

$112M

97 positions

#4WealthCare Investment Partners, LLCPassive

Slight overlap · 4 shared positions

$SE $MAR $MS $NOC

$360M

191 positions

#5My Personal CFO, LLCActive

Slight overlap · 4 shared positions

$SE $MAR $AMAT $BAC

$228M

88 positions

#6Catalyst Investment Management LLCPassive

Slight overlap · 5 shared positions

$SE $LMT $MS $KO $BAC

$90M

65 positions

#7STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive

Slight overlap · 4 shared positions

$SE $AMAT $ANET $KO

$113M

82 positions

#8ONE Advisory Partners, LLCActive

Slight overlap · 5 shared positions

$SE $AMAT $MS $MDLZ $LMT

$324M

72 positions

#9Shoker Investment Counsel, Inc.Active

Slight overlap · 4 shared positions

$SE $AMAT $LMT $MPC

$337M

109 positions

#10Hoxton Planning & Management, LLCPassive

Slight overlap · 4 shared positions

$SE $MAR $AMAT $MDLZ

$333M

216 positions

#11HARBOR ADVISORY CORP /MA/Passive

Slight overlap · 5 shared positions

$SE $MS $KO $GE $BAC

$333M

79 positions

#12Chatterton & Associates Inc.Passive

Slight overlap · 5 shared positions

$SE $MS $NOC $GE $MDLZ

$143M

97 positions

#13Coign Capital Advisors LLCActive

Slight overlap · 5 shared positions

$SE $MS $NOC $MCK $BAC

$190M

80 positions

#14Arvest Bank Trust DivisionPassive

Slight overlap · 4 shared positions

$SE $AMAT $ANET $BAC

$1.8B

221 positions

#15FCA CORP /TXPassive

Slight overlap · 3 shared positions

$SE $MAR $LMT

$354M

191 positions

#16Verum Partners LLCActive

Slight overlap · 5 shared positions

$SE $KO $GE $MDLZ $BAC

$527M

176 positions

#17Sound Stewardship, LLCActive

Slight overlap · 3 shared positions

$SE $MAR $MS

$218M

63 positions

#18Archer Investment Management, LLCPassive

Slight overlap · 3 shared positions

$SE $MAR $MS

$238M

108 positions

#19BAILARD, INC.Passive

Slight overlap · 3 shared positions

$SE $MAR $MS

$4.4B

736 positions

#20Key FInancial IncPassive

Slight overlap · 3 shared positions

$SE $MAR $KO

$562M

1,394 positions

#21Cornerstone National Bank & Trust CoPassive

Slight overlap · 3 shared positions

$SE $MAR $KO

$271M

209 positions

#22BCU Wealth Advisors, LLCSmart money

Slight overlap · 4 shared positions

$SE $MS $KO $GE

$268M

60 positions

#23LIBERTY WEALTH MANAGEMENT LLCPassive

Slight overlap · 5 shared positions

$SE $MAR $AMAT $ISRG $MDLZ

$800M

268 positions

#24Westshore Wealth, LLCActive

Slight overlap · 5 shared positions

$SE $MAR $MCK $AMAT $BAC

$285M

102 positions

#25State of New Jersey Common Pension Fund DPassive

Slight overlap · 5 shared positions

$SE $AMAT $KO $GE $BAC

$25.9B

1,549 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.