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Hedge Funds Similar to RDA Financial Network

13F Portfolio OverlapQ1 2026RDA Financial Network portfolio →
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Most similar hedge funds by 13F overlap

RDA Financial Network is an institutional investor managing $459M across 286 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 RDA Financial Network are Group Investment Pte. Ltd., International Sarl, Daybright Advisory Services,, with shared positions in $ISRG, $VRTX, $NET, $MU, $ASML, $GE. The full ranking of 25 similar funds is below.

#1Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 7 shared positions
$ISRG$VRTX$NET$MU$ASML$GE
$585M
140 positions
#2Capital International SarlActive
Some overlap · 7 shared positions
$VRTX$ISRG$NET$MU$ASML$GE
$6.1B
287 positions
#3Daybright Advisory Services, Inc.Active
Some overlap · 6 shared positions
$KKR$MU$ANET$DHR$OUNZ$ASML
$361M
133 positions
#4Baltimore-Washington Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$KKR$ASML$ANET$SO
$2.3B
186 positions
#5ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 5 shared positions
$KKR$ISRG$DHR$ASML$GE
$563M
127 positions
#6YARGER WEALTH STRATEGIES, LLCPassive
Some overlap · 4 shared positions
$KKR$JHG$MU$ASML
$248M
125 positions
#7Cannon Wealth Management Services, LLCPassive
Some overlap · 5 shared positions
$KKR$DUK$GE$SO$AMN
$148M
85 positions
#8HEADINVEST, LLCPassive
Some overlap · 3 shared positions
$KKR$JHG$DHR
$488M
225 positions
#9Wealth Advisory Team LLC
Some overlap · 4 shared positions
$KKR$DUK$SO$GE
$113M
39 positions
#10John W. Brooker & Co., CPAsPassive
Some overlap · 3 shared positions
$KKR$JHG$AMN
$63M
66 positions
#11CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 6 shared positions
$ISRG$VRTX$NET$MU$ASML$GE
$2.7B
146 positions
#12Guardian Financial Partners, LLCActive
Some overlap · 4 shared positions
$KKR$JHG$ISRG$ASML
$237M
67 positions
#13STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 6 shared positions
$ISRG$VRTX$DUK$ASML$ANET$GE
$715M
72 positions
#14Biondo Investment Advisors, LLCActive
Some overlap · 6 shared positions
$ISRG$VRTX$DUK$ASML$ADBE$SO
$780M
82 positions
#15Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$KKR$NET$DUK$SO
$638M
158 positions
#16FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$KKR$AMN$DHR
$133M
121 positions
#17Westside Investment Management, Inc.Passive
Some overlap · 3 shared positions
$KKR$AMN$MU
$653M
1,477 positions
#18Orion Capital Management LLCPassive
Some overlap · 4 shared positions
$KKR$JHG$ISRG$AMN
$290M
485 positions
#19Livet Wealth, LLCPassive
Some overlap · 3 shared positions
$KKR$NET$ADBE
$157M
117 positions
#20HCR Wealth AdvisorsActive
Some overlap · 3 shared positions
$KKR$JHG$MU
$964M
241 positions
#21DARA CAPITAL US, INC.Passive
Some overlap · 6 shared positions
$ISRG$NET$DHR$MU$ADBE$GE
$105M
119 positions
#22MBM WEALTH CONSULTANTS, LLCPassive
Some overlap · 4 shared positions
$KKR$NET$VRTX$ADBE
$436M
387 positions
#23Focused Wealth Management, IncActive
Some overlap · 3 shared positions
$KKR$JHG$GE
$964M
228 positions
#24HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$KKR$JHG$DHR
$238M
142 positions
#25SAGE RHINO CAPITAL LLCPassive
Some overlap · 4 shared positions
$KKR$JHG$AMN$ASML
$535M
330 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.