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Hedge Funds Similar to Retirement Solution

13F Portfolio OverlapQ1 2026Retirement Solution portfolio →
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Most similar hedge funds by 13F overlap

Retirement Solution LLC is an institutional investor managing $423M across 57 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 Retirement Solution are Collar ,, KKM Financial, WT Asset Ltd, with shared positions in $MU, $NLY, $BA, $IBM, $GLW, $NOK. The full ranking of 25 similar funds is below.

#1Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$MU$NLY$BA
$155M
72 positions
#2KKM Financial LLCPassive
Some overlap · 3 shared positions
$MU$IBM$BA
$563M
168 positions
#3WT Asset Management LtdSmart money
Some overlap · 3 shared positions
$MU$GLW$NOK
$4.8B
32 positions
#4Decker Retirement Planning Inc.Passive
Some overlap · 3 shared positions
$MU$VIAV$IBM
$221M
284 positions
#5Retireful, LLCPassive
Some overlap · 3 shared positions
$MU$MAR$GLW
$71M
84 positions
#6ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$MU$BA$IBM
$1.9B
182 positions
#7WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 3 shared positions
$MU$IBM$DIA
$210M
141 positions
#8PeakShares LLCPassive
Some overlap · 4 shared positions
$MU$MAR$IBM$GLW
$109M
116 positions
#9CERTUITY, LLCPassive
Some overlap · 3 shared positions
$MU$BA$MAR
$1.5B
659 positions
#10IMC-Chicago, LLCPassive
Some overlap · 3 shared positions
$MU$IBM$DIA
$278.4B
5,950 positions
#11VALUEWORKS LLCActive
Some overlap · 3 shared positions
$MU$BA$GLW
$367M
35 positions
#12Virtus Wealth Solutions LLCActive
Some overlap · 3 shared positions
$MU$VIAV$GLW
$525M
54 positions
#13Anther Capital LtdActive
Some overlap · 3 shared positions
$MU$GLW$NOK
$3.8B
31 positions
#14Cornerstone Select Advisors, LLCPassive
Some overlap · 3 shared positions
$MU$IBM$GLW
$160M
124 positions
#15MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$SBUX$IBM$GLW$BA
$121M
61 positions
#16WEALTH EFFECTS LLCPassive
Some overlap · 3 shared positions
$MU$IBM$BA
$282M
237 positions
#17Green Alpha Advisors, LLCPassive
Some overlap · 3 shared positions
$MU$IBM$GLW
$102M
107 positions
#18Palouse Capital Management, Inc.Passive
Some overlap · 3 shared positions
$MU$SBUX$BA
$151M
135 positions
#19Granite FO LLCActive
Some overlap · 3 shared positions
$MU$DIA$BA
$169M
170 positions
#20Fund Advisors of America Inc/FLPassive
Some overlap · 4 shared positions
$MU$IBM$GLW$EXG
$99M
118 positions
#21Capital World InvestorsPassive
Some overlap · 3 shared positions
$MU$SBUX$BA
$732.9B
620 positions
#22Royal Fund Management, LLCPassive
Some overlap · 3 shared positions
$DIA$MAR$IBM
$1.1B
297 positions
#23Compass Wealth Management LLCPassive
Some overlap · 3 shared positions
$SBUX$MAR$GLW
$405M
75 positions
#24FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 3 shared positions
$DIA$IBM$GLW
$180M
96 positions
#25Northern Financial Advisors IncPassive
Some overlap · 3 shared positions
$DIA$IBM$MU
$137M
105 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.