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Hedge Funds Similar to Rede Wealth,

13F Portfolio OverlapQ1 2026Rede Wealth, portfolio →
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Most similar hedge funds by 13F overlap

Rede Wealth, LLC is an institutional investor managing $278M across 108 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 Rede Wealth, are RIVERPARK, InTrack Investment, Life Planning Partners,, with shared positions in $DDOG, $AMAT, $MCD, $UNH, $SHOP, $DHR. The full ranking of 25 similar funds is below.

#1RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$DDOG$AMAT$MCD$UNH$SHOP
$52M
36 positions
#2InTrack Investment Management IncPassive
Slight overlap · 5 shared positions
$AMAT$DHR$SNOW$MCD$CB
$175M
108 positions
#3Life Planning Partners, IncActive
Slight overlap · 4 shared positions
$DDOG$DHR$SNOW$GMM
$131M
68 positions
#4Note Advisors, LLCActive
Slight overlap · 4 shared positions
$DDOG$DHR$MCD$NSC
$200M
85 positions
#5Galaxy Digital Capital Management GP LLCActive
Slight overlap · 3 shared positions
$DDOG$AMAT$COIN
$95M
54 positions
#6Firestone Capital ManagementPassive
Slight overlap · 4 shared positions
$DDOG$DHR$IAUM$NSC
$480M
160 positions
#7Maytus Capital Management, LLCPassive
Slight overlap · 5 shared positions
$DDOG$AMAT$GLW$T$ASML
$562M
62 positions
#8FIRST MANHATTAN CO. LLC.Active
Slight overlap · 5 shared positions
$AMAT$DHR$MCD$UNH$ASML
$36.1B
753 positions
#9Newton One Investments LLCActive
Slight overlap · 6 shared positions
$DDOG$DHR$SNOW$AON$MCD$UNH
$368M
121 positions
#10RiverGlades Family Offices LLCActive
Slight overlap · 5 shared positions
$DDOG$AMAT$EPD$AON$SLV
$170M
87 positions
#11MUFG Securities EMEA plcActive
Slight overlap · 5 shared positions
$AMAT$DHR$MCD$UNH$SHOP
$6.7B
551 positions
#12KR Capital LPPassive
Slight overlap · 4 shared positions
$DDOG$AMAT$SHOP$ASML
$499M
49 positions
#13Verus Financial Partners, Inc.Smart money
Slight overlap · 4 shared positions
$DDOG$DHR$SNOW$NSC
$1.1B
121 positions
#14LifePlan Financial, LLCPassive
Slight overlap · 4 shared positions
$AMAT$DHR$SNOW$MCD
$135M
83 positions
#15Alaethes Wealth, LLCPassive
Slight overlap · 4 shared positions
$DDOG$AMAT$ASML$CB
$351M
124 positions
#16Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Slight overlap · 3 shared positions
$DDOG$AMAT$SNOW
$194M
146 positions
#17Stonebridge Financial Group, LLCPassive
Slight overlap · 5 shared positions
$DDOG$SNOW$MCD$GLW$CB
$1.2B
262 positions
#18Ballast Rock Private Wealth LLCPassive
Slight overlap · 4 shared positions
$AMAT$DDOG$SNOW$MCD
$181M
177 positions
#19WealthCollab, LLCPassive
Slight overlap · 3 shared positions
$DDOG$DHR$SNOW
$243M
977 positions
#20Waldron Private Wealth LLCActive
Slight overlap · 3 shared positions
$DDOG$DHR$SNOW
$2.6B
342 positions
#21Manuka Financial, LLCActive
Slight overlap · 3 shared positions
$DDOG$DHR$SNOW
$162M
56 positions
#22Delaney Dennis RPassive
Slight overlap · 5 shared positions
$AMAT$DHR$UNH$NSC$ASML
$282M
60 positions
#23Financial Plan, Inc.Active
Slight overlap · 6 shared positions
$DDOG$GLW$NSC$MCD$GMM$SLV
$933M
94 positions
#24Ironvine Capital Partners, LLCActive
Slight overlap · 5 shared positions
$AMAT$DHR$UNH$ASML$AON
$910M
56 positions
#25Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive
Slight overlap · 3 shared positions
$DDOG$AMAT$SNOW
$134M
80 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.