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Hedge Funds Similar to REUTER JAMES WEALTH ,

13F Portfolio OverlapQ1 2026REUTER JAMES WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

REUTER JAMES WEALTH MANAGEMENT, LLC is an institutional investor managing $697M across 218 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 REUTER JAMES WEALTH , are IAM Advisory,, MOULTON WEALTH ,, Arta Finance Wealth, with shared positions in $WT, $AGQ, $USB, $SHW, $MCK, $IAU. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive
Notable overlap · 5 shared positions
$WT$AGQ$USB$SHW$MCK
$446M
95 positions
#2MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 5 shared positions
$WT$AGQ$USB$SHW$IAU
$147M
52 positions
#3Arta Finance Wealth Management LLCActive
Notable overlap · 5 shared positions
$WT$AGQ$IAU$ISRG$USB
$202M
95 positions
#4MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 4 shared positions
$WT$IAU$USB$MCK
$1.3B
143 positions
#5WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$WT$IAU$USB$UNIT
$508M
107 positions
#6Avant Capital LLCActive
Notable overlap · 5 shared positions
$WT$AGQ$UNIT$UBER$DE
$142M
76 positions
#7Global View Capital Management LLCActive
Notable overlap · 4 shared positions
$WT$AGQ$USB$MDT
$377M
140 positions
#8GenWealth Group, Inc.Active
Notable overlap · 3 shared positions
$AGQ$IAU$WT
$584M
85 positions
#9Broussard Financial Group LLCActive
Notable overlap · 3 shared positions
$WT$IAU$USB
$125M
29 positions
#10Catalyst Investment Management LLCActive
Notable overlap · 3 shared positions
$WT$IAU$DE
$90M
65 positions
#11Alpha Zero LLCActive
Notable overlap · 5 shared positions
$WT$IAU$APH$ISRG$CME
$198M
79 positions
#12CATHY PARETO & ASSOCIATES, INCActive
Notable overlap · 5 shared positions
$WT$IAU$UNIT$SHW$USB
$149M
96 positions
#13Morton Capital Management LLC/CASmart money
Notable overlap · 4 shared positions
$WT$IAU$USB$ET
$672M
139 positions
#14Boyce & Associates Wealth Consulting, Inc.Active
Notable overlap · 4 shared positions
$WT$IAU$AGQ$SHW
$132M
80 positions
#15Glen Eagle Advisors, LLCPassive
Notable overlap · 3 shared positions
$WT$AGQ$SHW
$714M
1,021 positions
#16Pinnacle Financial Group, LLC / ILActive
Notable overlap · 4 shared positions
$WT$IAU$UNIT$USB
$365M
111 positions
#17Reyes Financial Architecture, Inc.Active
Notable overlap · 3 shared positions
$WT$AGQ$CME
$122M
348 positions
#18First Financial Group CorpActive
Notable overlap · 4 shared positions
$WT$IAU$SHW$GE
$122M
80 positions
#19MBA Advisors LLCPassive
Notable overlap · 4 shared positions
$WT$IAU$AGQ$GE
$260M
146 positions
#20Garrett Wealth Advisory Group, LLCActive
Notable overlap · 4 shared positions
$WT$ET$UNP$VLO
$562M
134 positions
#21Kaydan Wealth Management, Inc.Active
Notable overlap · 5 shared positions
$AGQ$IAU$WT$DE$GE
$299M
109 positions
#22Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$WT$IAU$DE
$589M
138 positions
#23Carmel Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$WT$AGQ$UBER
$277M
118 positions
#24Systelligence, LLCPassive
Notable overlap · 3 shared positions
$WT$IAU$USB
$514M
56 positions
#25RATIONAL ADVISORS, INC.Active
Notable overlap · 4 shared positions
$WT$USB$UBER$BA
$980M
179 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.