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Hedge Funds Similar to REICON WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026REICON WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

REICON WEALTH ADVISORS, LLC is an institutional investor managing $132M across 72 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 REICON WEALTH ADVISORS, are XY Planning Network,, Hilton ,, MMA ASSET, with shared positions in $USB, $SNOW, $COP, $EPAM, $BRZE, $MCD. The full ranking of 25 similar funds is below.

#1XY Planning Network, Inc.Passive
Some overlap · 5 shared positions
$USB$SNOW$COP$EPAM$BRZE
$626M
273 positions
#2Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$USB$SNOW$COP$MCD$JHG
$1.3B
129 positions
#3MMA ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$USB$SNOW$COP$MCD$JHG
$284M
179 positions
#4Stonebridge Financial Planning Group, LLCPassive
Some overlap · 6 shared positions
$USB$SNOW$COP$JHG$ARCC$MS
$272M
171 positions
#5American Financial Advisors, LLCActive
Some overlap · 6 shared positions
$USB$SNOW$COP$KO$SOLV$BRZE
$750M
159 positions
#6Foundation Wealth Management, LLC\PAActive
Some overlap · 4 shared positions
$USB$SNOW$COP$EPAM
$284M
91 positions
#7MBE Wealth Management, LLCActive
Some overlap · 5 shared positions
$USB$SNOW$COP$MCD$MS
$241M
141 positions
#8Avant Financial Advisors LLCActive
Some overlap · 4 shared positions
$USB$SNOW$COP$EPAM
$142M
65 positions
#9Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$USB$COP$SNOW$MCD$KO$MS
$284M
125 positions
#10Cornerstone Financial Management LLCPassive
Some overlap · 6 shared positions
$USB$SNOW$COP$KO$MS$VLTO
$109M
1,311 positions
#11Rialto Wealth Management, LLCPassive
Some overlap · 5 shared positions
$USB$SNOW$COP$EPAM$VLTO
$445M
1,730 positions
#12WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$USB$SNOW$COP$MCD$BRZE$VLTO
$350M
95 positions
#13LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$USB$SNOW$COP$MCD$VLTO
$135M
83 positions
#14MATHER GROUP, LLC.Active
Some overlap · 5 shared positions
$USB$SNOW$COP$MCD$VLTO
$10.0B
1,896 positions
#15Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$USB$SNOW$COP$MCD
$420M
120 positions
#16SAGE RHINO CAPITAL LLCPassive
Some overlap · 5 shared positions
$USB$SNOW$COP$JHG$VLTO
$535M
330 positions
#17Longview Financial Advisors LLCActive
Some overlap · 5 shared positions
$USB$SNOW$COP$MS$SOLV
$184M
157 positions
#18Revisor Wealth Management LLCPassive
Some overlap · 5 shared positions
$USB$SNOW$MCD$JHG$KO
$362M
327 positions
#19Benchmark Financial, LLCActive
Some overlap · 4 shared positions
$USB$SNOW$COP$EPAM
$111M
52 positions
#20Sagace Wealth Management LLCPassive
Some overlap · 4 shared positions
$USB$SNOW$COP$BRZE
$149M
70 positions
#21Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$USB$SNOW$COP$BRZE
$99M
59 positions
#22Glass Jacobson Investment Advisors llcPassive
Some overlap · 4 shared positions
$USB$SNOW$COP$BRZE
$290M
607 positions
#23White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$USB$SNOW$COP$BRZE
$721M
145 positions
#24Oakmont Advisory Group, LLCPassive
Slight overlap · 5 shared positions
$USB$SNOW$COP$MS$VLTO
$98M
119 positions
#25R.H. Investment Group, LLCPassive
Slight overlap · 5 shared positions
$USB$COP$SNOW$MCD$BRZE
$130M
45 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.