Hedge Funds Similar to Roth Financial Partners

13F Portfolio OverlapQ1 2026Roth Financial Partners portfolio →

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Most similar hedge funds by 13F overlap

Roth Financial Partners LLC is an institutional investor managing $336M across 33 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 Roth Financial Partners are Schiavi &, Yeomans Consulting Group,, Gutierrez Wealth Advisory,, with shared positions in $DDOG, $IBM, $UPST, $AMD, $BRZE. The full ranking of 25 similar funds is below.

#1Schiavi & Co LLCSmart money

Some overlap · 3 shared positions

$DDOG $IBM $UPST

$337M

50 positions

#2Yeomans Consulting Group, Inc.

Some overlap · 3 shared positions

$DDOG $IBM $AMD

$341M

113 positions

#3Gutierrez Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$DDOG $IBM $BRZE

$161M

70 positions

#4Veratis Advisors, Inc.

Some overlap · 3 shared positions

$DDOG $IBM $BRZE

$126M

75 positions

#5SwitchPoint Financial Planning, LLCActive

Some overlap · 3 shared positions

$DDOG $IBM $BRZE

$147M

64 positions

#6CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$DDOG $IBM $BRZE

$157M

130 positions

#7Physician Wealth Solutions Inc.Active

Some overlap · 3 shared positions

$DDOG $UPST $AMD

$242M

45 positions

#8Towneley Capital Management, Inc / DESmart money

Some overlap · 3 shared positions

$DDOG $UPST $BRZE

$478M

42 positions

#9Altiora Financial Group, LLCActive

Some overlap · 3 shared positions

$DDOG $UPST $BRZE

$607M

110 positions

#10WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$DDOG $UPST $BRZE

$350M

95 positions

#11Level Wealth Management LLCSmart money

Some overlap · 3 shared positions

$DDOG $IBM $BRZE

$213M

67 positions

#12West Financial Advisors, LLCActive

Some overlap · 3 shared positions

$DDOG $BRZE $IBM

$589M

193 positions

#13Members Trust CoSmart money

Some overlap · 3 shared positions

$DDOG $IBM $AMD

$3.0B

154 positions

#14JFS WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$DDOG $IBM $BRZE

$1.8B

1,889 positions

#15Sellwood Investment Partners LLCSmart money

Some overlap · 3 shared positions

$DDOG $UPST $BRZE

$254M

59 positions

#16Facet Wealth, Inc.Active

Some overlap · 3 shared positions

$DDOG $UPST $BRZE

$5.8B

349 positions

#17Great Waters Wealth ManagementSmart money

Slight overlap · 3 shared positions

$DDOG $UPST $AMD

$945M

121 positions

#18Bear Mountain Capital, Inc.Active

Slight overlap · 3 shared positions

$DDOG $UPST $AMD

$333M

198 positions

#19L.K. Benson & Company, P.C.Active

Slight overlap · 4 shared positions

$DDOG $IBM $UPST $BRZE

$302M

113 positions

#20Unison Advisors LLCActive

Slight overlap · 3 shared positions

$DDOG $UPST $AMD

$1.3B

175 positions

#21ANDERSON HOAGLAND & COPassive

Slight overlap · 3 shared positions

$DDOG $IBM $UPST

$1.2B

136 positions

#22MOTIVE WEALTH ADVISORSActive

Slight overlap · 3 shared positions

$DDOG $IBM $AMD

$213M

92 positions

#23NewEdge Advisors, LLCPassive

Slight overlap · 3 shared positions

$DDOG $IBM $BRZE

$2.2B

1,217 positions

#24American Investment Services, Inc.Active

Slight overlap · 3 shared positions

$DDOG $IBM $UPST

$448M

132 positions

#25Elm Partners Management LLCActive

Slight overlap · 5 shared positions

$DDOG $IBM $UPST $AMD $BRZE

$2.3B

158 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.