How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to RiverTree Advisors,

13F Portfolio OverlapQ1 2026RiverTree Advisors, portfolio →

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Most similar hedge funds by 13F overlap

RiverTree Advisors, LLC is an institutional investor managing $158M across 60 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 RiverTree Advisors, are TT, Guardian Financial Partners,, Grant Street Asset ,, with shared positions in $JHG, $ALPS, $ET, $TMO, $REGN, $LEN. The full ranking of 25 similar funds is below.

#1TT Capital Management LLCActive

Substantial overlap · 3 shared positions

$JHG $ALPS $ET

$121M

73 positions

#2Guardian Financial Partners, LLCActive

Substantial overlap · 3 shared positions

$JHG $ALPS $TMO

$237M

67 positions

#3Grant Street Asset Management, Inc.Smart money

Notable overlap · 3 shared positions

$JHG $REGN $LEN

$519M

96 positions

#4Prasad Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$JHG $ALPS $FCFS $SHOP $LEN

$367M

146 positions

#5Prota Financial, LLCActive

Notable overlap · 3 shared positions

$REGN $TMO $ALPS

$138M

67 positions

#6Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $REGN $ET

$195M

99 positions

#7URS Advisory LLCActive

Notable overlap · 3 shared positions

$TMO $JHG $ALPS

$137M

51 positions

#8WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $FCFS $ET

$156M

139 positions

#9ATWOOD & PALMER INCPassive

Notable overlap · 3 shared positions

$JHG $REGN $TMO

$1.8B

531 positions

#10NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$JHG $REGN $SHOP

$232M

168 positions

#11Clay Northam Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$REGN $ALPS $TMO $SHOP

$178M

101 positions

#12Aprio Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$REGN $JHG $ALPS

$1.8B

613 positions

#13CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $ALPS $TMO

$309M

132 positions

#14Presidio Capital Management, LLCActive

Notable overlap · 3 shared positions

$REGN $LEN $JHG

$344M

79 positions

#15Flagship Capital Management Inc.Active

Notable overlap · 3 shared positions

$JHG $LEN $REGN

$136M

48 positions

#161 NORTH WEALTH SERVICES LLCPassive

Notable overlap · 3 shared positions

$JHG $ALPS $REGN

$277M

270 positions

#17Ballast Rock Private Wealth LLCPassive

Notable overlap · 5 shared positions

$JHG $LEN $REGN $ALPS $ET

$181M

177 positions

#18Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$FCFS $TMO $REGN $ET $JHG

$136M

85 positions

#19Ergawealth Advisors, Inc.Smart money

Some overlap · 3 shared positions

$JHG $ALPS $TMO

$226M

55 positions

#20American Alpha Advisors, LLCActive

Some overlap · 3 shared positions

$ALPS $REGN $SHOP

$188M

96 positions

#21Fermata Advisors, LLCPassive

Some overlap · 3 shared positions

$REGN $ALPS $JHG

$444M

232 positions

#22SHUFRO ROSE & CO LLCActive

Some overlap · 3 shared positions

$ALPS $TMO $LEN

$1.5B

307 positions

#23Endowment Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$REGN $JHG $ALPS

$226M

165 positions

#24StoneCrest Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$JHG $TMO $SHOP

$236M

73 positions

#25STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive

Some overlap · 3 shared positions

$FCFS $LEN $SHOP

$113M

82 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.