13F Pro

Hedge Funds Similar to RMR Wealth Builders

13F Portfolio OverlapQ1 2026RMR Wealth Builders portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RMR Wealth Builders is an institutional investor managing $1.3B across 277 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 RMR Wealth Builders are MFA WEALTH ADVISORS,, IFG Advisors,, WD RUTHERFORD, with shared positions in $SNOW, $AMD, $FHI, $CEG, $AXP, $TJX. The full ranking of 25 similar funds is below.

#1MFA WEALTH ADVISORS, LLCActive
Some overlap · 6 shared positions
$SNOW$AMD$FHI$CEG$AXP$TJX
$508M
88 positions
#2IFG Advisors, LLCActive
Some overlap · 5 shared positions
$SNOW$MDY$MU$GLW$AXP
$611M
149 positions
#3WD RUTHERFORD LLCPassive
Some overlap · 6 shared positions
$SNOW$AMD$CRWD$ANET$TJX$AXP
$225M
71 positions
#4ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 5 shared positions
$SNOW$AMD$CRWD$ANET$MU
$3.5B
110 positions
#5Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$SNOW$AMD$ANET$MU$PLTR
$25.6B
60 positions
#6Legend Capital Advisors LLCActive
Some overlap · 5 shared positions
$SNOW$AMD$CRWD$AXP$PLTR
$160M
159 positions
#7Greenline Wealth Management LLCPassive
Some overlap · 5 shared positions
$SNOW$AMD$MU$TJX$PLTR
$87M
94 positions
#8Jeter Robert S IIActive
Some overlap · 5 shared positions
$SNOW$AMD$CRWD$MU$PLTR
$100M
43 positions
#9Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$MDY$VZ$TJX
$299M
142 positions
#10Precision Wealth Strategies, LLCPassive
Some overlap · 3 shared positions
$SNOW$EH$MU
$301M
156 positions
#11Meridian Financial Partners LLCActive
Slight overlap · 4 shared positions
$SNOW$AMD$VZ$CRWD
$263M
121 positions
#12OFS Enterprise LLCActive
Slight overlap · 4 shared positions
$SNOW$MDY$AXP$VZ
$340M
94 positions
#13GTS SECURITIES LLCPassive
Slight overlap · 5 shared positions
$SNOW$MDY$AMD$MU$PLTR
$2.8B
1,482 positions
#14Glass Jacobson Investment Advisors llcPassive
Slight overlap · 3 shared positions
$EH$SNOW$PLTR
$290M
607 positions
#15Peck Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$SNOW$GLW$AXP$PLTR$TJX
$100M
122 positions
#16Oldfather Financial Services, LLC
Slight overlap · 4 shared positions
$SNOW$MDY$AXP$VZ
$336M
98 positions
#17Richard W. Paul & Associates, LLCPassive
Slight overlap · 4 shared positions
$SNOW$AMD$VZ$MU
$297M
300 positions
#18Harrington Investments, INCPassive
Slight overlap · 4 shared positions
$SNOW$AMD$VZ$TJX
$190M
84 positions
#19Quantum Portfolio Management LLCPassive
Slight overlap · 4 shared positions
$SNOW$FHI$MU$PLTR
$230M
264 positions
#20PeakShares LLCPassive
Slight overlap · 8 shared positions
$AMD$VZ$GLW$CRWD$MU$CEG
$109M
116 positions
#21Finley Financial, LLCActive
Slight overlap · 3 shared positions
$SNOW$MDY$AMD
$214M
107 positions
#22Livet Wealth, LLCPassive
Slight overlap · 3 shared positions
$SNOW$MDY$VZ
$157M
117 positions
#23Generali Powszechne Towarzystwo EmerytalneActive
Slight overlap · 4 shared positions
$SNOW$AMD$MU$AXP
$566M
28 positions
#24Vista Cima Wealth Management LLCPassive
Slight overlap · 4 shared positions
$SNOW$AMD$MU$PLTR
$101M
48 positions
#25Ethos Capital Management, Inc.Active
Slight overlap · 4 shared positions
$SNOW$AMD$MU$PLTR
$117M
56 positions

Compare RMR Wealth Builders’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View RMR Wealth Builders’s holdings

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.