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Hedge Funds Similar to Ruedi Wealth ,

13F Portfolio OverlapQ1 2026Ruedi Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Ruedi Wealth Management, Inc. is an institutional investor managing $388M across 58 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 Ruedi Wealth , are BAYSHORE ASSET ,, Index Fund Advisors,, Guardian Wealth ,, with shared positions in $NKE, $SCHW, $IAU, $UPST. The full ranking of 25 similar funds is below.

#1BAYSHORE ASSET MANAGEMENT, LLCSmart money
Highly similar · 3 shared positions
$NKE$SCHW$IAU
$251M
40 positions
#2Index Fund Advisors, Inc.Smart money
Highly similar · 3 shared positions
$NKE$UPST$SCHW
$2.2B
127 positions
#3Guardian Wealth Management, LLCActive
Highly similar · 3 shared positions
$NKE$IAU$UPST
$330M
30 positions
#4Parkwoods Wealth Partners, LLCActive
Highly similar · 3 shared positions
$NKE$IAU$SCHW
$408M
111 positions
#5PINNEY & SCOFIELD, INC.Active
Substantial overlap · 3 shared positions
$NKE$IAU$SCHW
$185M
243 positions
#6Oceanside Advisors LLCActive
Substantial overlap · 3 shared positions
$NKE$IAU$SCHW
$175M
53 positions
#7DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$SCHW$IAU
$249M
92 positions
#8MASECO LLPActive
Notable overlap · 3 shared positions
$NKE$UPST$SCHW
$3.2B
391 positions
#9Tillman Hartley LLCActive
Notable overlap · 4 shared positions
$NKE$IAU$SCHW$UPST
$398M
88 positions
#10Frankly Finances, LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$SCHW
$110M
64 positions
#11FMB WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$NKE$IAU$SCHW
$242M
73 positions
#12ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 3 shared positions
$NKE$SCHW$IAU
$158M
125 positions
#13Sterling Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$IAU$NKE$SCHW
$337M
117 positions
#14Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$NKE$IAU$SCHW
$233M
676 positions
#15CURIO WEALTH, LLCActive
Notable overlap · 3 shared positions
$IAU$SCHW$NKE
$293M
1,255 positions
#16Disciplined Investments, LLCPassive
Notable overlap · 4 shared positions
$NKE$IAU$SCHW$UPST
$279M
141 positions
#17Root Financial Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$NKE$SCHW
$2.2B
3,466 positions
#18Beaird Harris Wealth Management, LLCActive
Notable overlap · 4 shared positions
$NKE$IAU$UPST$SCHW
$1.5B
686 positions
#19Altiora Financial Group, LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$UPST
$607M
110 positions
#20Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 3 shared positions
$IAU$NKE$SCHW
$931M
518 positions
#21Avise Financial Cooperative, Inc.Passive
Notable overlap · 3 shared positions
$NKE$UPST$SCHW
$121M
102 positions
#22CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 3 shared positions
$NKE$SCHW$IAU
$532M
162 positions
#23Opus Financial Solutions LLCPassive
Notable overlap · 4 shared positions
$NKE$SCHW$UPST$IAU
$106M
103 positions
#24Falcon Wealth PlanningActive
Notable overlap · 3 shared positions
$NKE$SCHW$UPST
$1.5B
236 positions
#25Kure Advisory, LLCActive
Notable overlap · 3 shared positions
$IAU$SCHW$UPST
$184M
56 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.