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Hedge Funds Similar to REDMONT WEALTH ADVISORS

13F Portfolio OverlapQ4 2025REDMONT WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

REDMONT WEALTH ADVISORS LLC is an institutional investor managing $66M across 307 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to REDMONT WEALTH ADVISORS are IAM Advisory,, Stack Financial ,, Global View, with shared positions in $AGQ, $AMN, $WT, $USB, $COP, $DUK. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive
Notable overlap · 4 shared positions
$AGQ$AMN$WT$USB
$446M
95 positions
#2Stack Financial Management, IncActive
Notable overlap · 3 shared positions
$AGQ$COP$DUK
$1.4B
52 positions
#3Global View Capital Management LLCActive
Notable overlap · 3 shared positions
$AGQ$WT$USB
$377M
140 positions
#4MOULTON WEALTH MANAGEMENT, INCActive
Notable overlap · 3 shared positions
$AGQ$WT$USB
$147M
52 positions
#5Runnymede Capital Advisors, Inc.Passive
Notable overlap · 3 shared positions
$AGQ$KKR$WT
$116M
75 positions
#6ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$AGQ$USB$DUK
$237M
89 positions
#7Revere Asset Management, IncActive
Notable overlap · 3 shared positions
$AGQ$DUK$AMN
$195M
27 positions
#8ForthRight Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AGQ$AMN$COP
$353M
75 positions
#9Castleview Partners, LLCPassive
Notable overlap · 4 shared positions
$COP$AGQ$FSCO$KKR
$195M
200 positions
#10WMS Group LLCPassive
Notable overlap · 3 shared positions
$AGQ$AMN$COP
$69M
50 positions
#11FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$COP$AMN$KKR$USB
$133M
121 positions
#12RW Investment Management LLCActive
Notable overlap · 5 shared positions
$COP$AMN$USB$KKR$AGQ
$1.0B
113 positions
#13ACTION POINT FINANCIAL PLANNING, LLCActive
Notable overlap · 4 shared positions
$COP$AMN$USB$FSCO
$112M
69 positions
#14Benchmark Financial, LLCActive
Notable overlap · 3 shared positions
$AGQ$USB$COP
$111M
52 positions
#15Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Notable overlap · 4 shared positions
$COP$AMN$WT$USB
$5.8B
996 positions
#16Montis Financial, LLCActive
Notable overlap · 5 shared positions
$COP$FSCO$KKR$USB$AGQ
$484M
150 positions
#17Rialto Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$COP$AMN$USB
$445M
1,730 positions
#18SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Notable overlap · 4 shared positions
$COP$AMN$USB$KKR
$154M
39 positions
#19Shotwell Rutter Baer IncActive
Some overlap · 3 shared positions
$COP$AMN$USB
$170M
38 positions
#20Financial Plan, Inc.Active
Some overlap · 3 shared positions
$COP$AMN$USB
$933M
94 positions
#21Waterfront Wealth Inc.Passive
Some overlap · 5 shared positions
$AGQ$AMN$JEF$WT$KKR
$545M
283 positions
#22Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$COP$KKR$USB$DIS$DUK
$1.4B
211 positions
#23Dogwood Wealth Management LLCPassive
Some overlap · 3 shared positions
$AGQ$AMN$DUK
$230M
860 positions
#24Stone Summit Wealth LLCPassive
Some overlap · 3 shared positions
$COP$AMN$USB
$359M
142 positions
#25AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$COP$KKR$AGQ$USB
$710M
221 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.