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Hedge Funds Similar to RTD Financial Advisors,

13F Portfolio OverlapQ1 2026RTD Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

RTD Financial Advisors, Inc. is an institutional investor managing $917M across 120 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 RTD Financial Advisors, are TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES,, Brooklyn FI,, Sterling Financial Planning,, with shared positions in $SE, $SNOW, $DDOG, $CTVA, $UNIT, $NOW. The full ranking of 25 similar funds is below.

#1TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Notable overlap · 9 shared positions
$SE$SNOW$DDOG$CTVA$UNIT$NOW
$26.0B
702 positions
#2Brooklyn FI, LLCActive
Some overlap · 8 shared positions
$SE$CTVA$DDOG$UNIT$NOW$GMM
$476M
78 positions
#3Sterling Financial Planning, Inc.Active
Some overlap · 8 shared positions
$SE$SNOW$DDOG$UNIT$NKE$SCHW
$337M
117 positions
#4TIAA TRUST, NATIONAL ASSOCIATIONPassive
Some overlap · 8 shared positions
$SE$DDOG$SNOW$CTVA$UNIT$GMM
$1.6B
390 positions
#5Altiora Financial Group, LLCActive
Some overlap · 7 shared positions
$SNOW$SE$DDOG$CTVA$NKE$UNIT
$607M
110 positions
#6VANCE WEALTH, LLCActive
Some overlap · 6 shared positions
$SNOW$CTVA$SE$UNIT$NKE$WT
$346M
118 positions
#7Shakespeare Wealth Management, LLCActive
Some overlap · 6 shared positions
$SE$UNIT$CTVA$SNOW$DDOG$WT
$422M
98 positions
#8rebel Financial LLCPassive
Some overlap · 7 shared positions
$SE$SNOW$UNIT$NOW$NU$MUFG
$231M
65 positions
#9Prosperity Planning, Inc.Active
Some overlap · 8 shared positions
$CTVA$SE$UNIT$DDOG$SNOW$NKE
$395M
110 positions
#10Cassaday & Co Wealth Management LLCActive
Some overlap · 5 shared positions
$SE$SNOW$CTVA$GMM$SCHW
$4.7B
1,361 positions
#11TIAA Wealth Investment Management LLCActive
Some overlap · 6 shared positions
$SE$CTVA$SNOW$DDOG$NOW$MUFG
$13.1B
563 positions
#12Noble Family Wealth, LLCActive
Some overlap · 9 shared positions
$SNOW$CTVA$UNIT$SE$HUM$MKL
$484M
76 positions
#13Risk Paradigm Group, LLCPassive
Some overlap · 3 shared positions
$SE$SNOW$CTVA
$117M
59 positions
#14Foundation Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SE$SNOW$CTVA
$148M
44 positions
#15Bienville Capital Management, LLCPassive
Some overlap · 4 shared positions
$SE$SNOW$DDOG$HUM
$550M
74 positions
#16Asset Management Group, Inc.Passive
Some overlap · 8 shared positions
$SNOW$UNIT$DDOG$CTVA$PFE$SCHW
$619M
138 positions
#17K2 Financial Inc.Passive
Some overlap · 7 shared positions
$SNOW$DDOG$UNIT$NKE$GMM$CTVA
$138M
59 positions
#18Donalies Financial Planning, LLCActive
Some overlap · 8 shared positions
$SNOW$UNIT$DDOG$NKE$GMM$SCHW
$117M
74 positions
#19AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 8 shared positions
$SE$DDOG$UNIT$GMM$NOW$SCHW
$206M
97 positions
#20SONATA CAPITAL GROUP INCPassive
Some overlap · 7 shared positions
$CTVA$UNIT$DDOG$SNOW$HUM$WT
$271M
123 positions
#21Red Tortoise LLCPassive
Some overlap · 7 shared positions
$SNOW$DDOG$UNIT$NKE$SE$HUM
$240M
591 positions
#22Fonville Wealth Management LLCPassive
Some overlap · 7 shared positions
$SE$SNOW$NKE$GMM$UNIT$SCHW
$525M
138 positions
#23Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 3 shared positions
$SE$SNOW$DDOG
$181M
94 positions
#24American Investment Services, Inc.Active
Some overlap · 7 shared positions
$SNOW$DDOG$UNIT$NKE$GMM$SCHW
$448M
132 positions
#25STEVENS CAPITAL PARTNERSPassive
Some overlap · 5 shared positions
$CTVA$SNOW$UNIT$DDOG$GMM
$416M
126 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.