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Hedge Funds Similar to Reliant Wealth Planning

13F Portfolio OverlapQ1 2026Reliant Wealth Planning portfolio →
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Most similar hedge funds by 13F overlap

Reliant Wealth Planning is an institutional investor managing $331M across 51 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 Reliant Wealth Planning are Family Investment Center,, Arnold Financial Planning, Moisand Fitzgerald Tamayo,, with shared positions in $SNOW, $TDW, $IAUM, $SSL, $HLT, $IAU. The full ranking of 25 similar funds is below.

#1Family Investment Center, Inc.Active
Substantial overlap · 3 shared positions
$SNOW$TDW$IAUM
$520M
91 positions
#2Arnold Financial Planning LLCActive
Substantial overlap · 4 shared positions
$SNOW$SSL$HLT$IAU
$107M
26 positions
#3Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 3 shared positions
$SNOW$IAU$HLT
$931M
518 positions
#4NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$SNOW$IAUM$IAU
$247M
71 positions
#5ATX Financial Planning, LLCActive
Notable overlap · 4 shared positions
$LEN$BTC$ETH$IAU
$132M
81 positions
#6Lionsbridge Wealth Management LLCActive
Notable overlap · 3 shared positions
$SNOW$GRWG$LEN
$99M
59 positions
#7Smart Money Group LLCSmart money
Notable overlap · 3 shared positions
$SNOW$TDW$OUNZ
$344M
84 positions
#8Keystone Financial Services, LLCActive
Notable overlap · 3 shared positions
$SNOW$ETH$BTC
$149M
58 positions
#9PlanVest Financial, IncPassive
Notable overlap · 4 shared positions
$LEN$GRWG$SNOW$IAU
$131M
565 positions
#10High Probability Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$LEN$IAU
$781M
67 positions
#11Red Tortoise LLCActive
Notable overlap · 3 shared positions
$SNOW$LEN$IAUM
$240M
591 positions
#12Heck Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$IAUM$SNOW$IAU$LEN
$1.3B
202 positions
#13DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Notable overlap · 3 shared positions
$SNOW$SSL$HLT
$383M
77 positions
#14Sandbox Financial Partners, LLCActive
Notable overlap · 3 shared positions
$LEN$SNOW$GRWG
$356M
117 positions
#15Graetz Wealth LLCActive
Some overlap · 3 shared positions
$SNOW$ETH$IAU
$112M
80 positions
#16Arcadia Wealth Management, LLCActive
Some overlap · 3 shared positions
$LEN$SNOW$IAU
$276M
67 positions
#17United Community BankPassive
Some overlap · 3 shared positions
$IAUM$SNOW$IAU
$300M
565 positions
#18RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Some overlap · 4 shared positions
$GRWG$IAUM$BTC$ETH
$350M
53 positions
#19TABLEAUX LLCPassive
Some overlap · 3 shared positions
$IAUM$SSL$HLT
$206M
113 positions
#20WJ Wealth Management, LLCActive
Some overlap · 5 shared positions
$GRWG$SSL$SNOW$HLT$IAU
$214M
70 positions
#21Foundation Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$SNOW$SSL$BTC$HLT$IAU
$148M
44 positions
#22HARBOR ADVISORY CORP /MA/Active
Some overlap · 4 shared positions
$SNOW$SSL$HLT$LEN
$333M
79 positions
#23Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$IAUM$ETH$BTC$IAU
$459M
290 positions
#24THEORY FINANCIAL LLCActive
Some overlap · 3 shared positions
$GRWG$LEN$BTC
$285M
94 positions
#25Conrad Siegel Investment Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$554M
63 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.