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Hedge Funds Similar to Redwood Financial Network

13F Portfolio OverlapQ1 2026Redwood Financial Network portfolio →
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Most similar hedge funds by 13F overlap

Redwood Financial Network Corp is an institutional investor managing $153M across 170 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 Redwood Financial Network are VISTA INVESTMENT, ELEVATUS WELATH, Kensington Asset ,, with shared positions in $FSCO, $JHG, $PNC, $GMM, $WT, $MAR. The full ranking of 25 similar funds is below.

#1VISTA INVESTMENT MANAGEMENTPassive
Notable overlap · 6 shared positions
$FSCO$JHG$PNC$GMM$WT$MAR
$301M
176 positions
#2ELEVATUS WELATH MANAGEMENTPassive
Some overlap · 4 shared positions
$FSCO$JHG$MAR$DHR
$191M
141 positions
#3Kensington Asset Management, LLCSmart money
Some overlap · 3 shared positions
$FSCO$JHG$GMM
$1.9B
41 positions
#4Atlas Private Wealth AdvisorsPassive
Some overlap · 5 shared positions
$JHG$DHR$GMM$MS$WT
$425M
132 positions
#5Geneos Wealth Management Inc.Passive
Some overlap · 5 shared positions
$JHG$DHR$WT$MS$GMM
$4.3B
2,465 positions
#6AlphaCore Capital LLCPassive
Some overlap · 4 shared positions
$DHR$JHG$WT$MAR
$4.2B
1,202 positions
#7Eldridge Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$DHR$JHG$MAR$MS$WT
$456M
154 positions
#8Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 5 shared positions
$JHG$CRWD$WT$MAR$MS
$144M
387 positions
#9Destiny Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$JHG$FSCO$CRWD$MS
$914M
1,148 positions
#10OneAscent Wealth Management LLCActive
Some overlap · 3 shared positions
$JHG$FSCO$WT
$302M
157 positions
#11Advisory Resource GroupPassive
Some overlap · 4 shared positions
$JHG$DHR$GMM$MS
$581M
172 positions
#12Total Clarity Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$JHG$VRT$WT$SHOP$ANET
$426M
311 positions
#13AssuredPartners Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$DHR$JHG$WT$MS
$919M
402 positions
#14Strategic Financial Concepts, LLCPassive
Some overlap · 4 shared positions
$FSCO$GMM$WT$MS
$405M
298 positions
#15APS Management Group, Inc.Passive
Some overlap · 5 shared positions
$DHR$GILD$GMM$MAR$MS
$117M
72 positions
#16Leo Wealth, LLCPassive
Some overlap · 5 shared positions
$JHG$WT$SSL$HLT$MS
$1.4B
452 positions
#17Mason & Associates IncActive
Some overlap · 5 shared positions
$JHG$WT$CRWD$MS$VRT
$516M
160 positions
#18WESPAC Advisors SoCal, LLCPassive
Some overlap · 5 shared positions
$JHG$VRT$CRWD$ANET$AXON
$470M
119 positions
#19StoneCrest Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$JHG$CRWD$VRT$SHOP
$236M
73 positions
#20J. Team Financial, Inc.Passive
Some overlap · 5 shared positions
$DHR$GILD$WT$CRWD$ANET
$89M
84 positions
#21Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$JHG$CRWD$VRT$ANET
$371M
76 positions
#22NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$JHG$WT$MAR$SHOP
$232M
168 positions
#23CGN Advisors LLCPassive
Some overlap · 4 shared positions
$JHG$GMM$WT$GILD
$1.3B
317 positions
#24HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$JHG$FSCO$WT$MAR$DHR
$238M
142 positions
#25Symphony Financial Services, Inc.Passive
Some overlap · 4 shared positions
$JHG$WT$MAR$DHR
$195M
99 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.