How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Retirement Investment Advisors,

13F Portfolio OverlapQ1 2026Retirement Investment Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Retirement Investment Advisors, Inc. is an institutional investor managing $1.4B across 66 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 Investment Advisors, are Efficient Advisors,, Discipline Wealth Solutions,, Clear Retirement Advice, with shared positions in $SNOW, $UNIT, $BRZE, $COP, $MAR, $DDOG. The full ranking of 25 similar funds is below.

#1Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $BRZE $COP

$1.4B

58 positions

#2Discipline Wealth Solutions, LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $BRZE $COP

$950M

192 positions

#3Clear Retirement Advice LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $COP $MAR

$127M

54 positions

#4Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $DDOG $BRZE

$313M

119 positions

#5Grey Fox Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$SNOW $UNIT $DDOG $BRZE $COP $CTVA

$518M

140 positions

#6Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $IBM $MAR

$227M

74 positions

#7CHRISTINE MESSMER PCActive

Notable overlap · 7 shared positions

$SNOW $UNIT $DDOG $BRZE $COP $OKE

$156M

80 positions

#8Cannon Financial Strategists, Inc.Active

Notable overlap · 4 shared positions

$SNOW $UNIT $DDOG $BRZE

$761M

109 positions

#9Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$UNIT $SNOW $IBM $MAR

$543M

103 positions

#10Cranbrook Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $DDOG $IBM

$492M

385 positions

#11Windward Private Wealth Management Inc.Smart money

Notable overlap · 5 shared positions

$SNOW $UNIT $DDOG $COP $CTVA

$289M

44 positions

#12Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$SNOW $UNIT $DDOG $BRZE $IBM

$1.1B

121 positions

#13STEPHENS GROUP ASSET MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$UNIT $SNOW $CTVA $COP

$1.6B

26 positions

#14BROWN WEALTH MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $DDOG $CTVA

$389M

116 positions

#15FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$SNOW $UNIT $BRZE $MCD

$754M

345 positions

#16HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 5 shared positions

$SNOW $UNIT $BRZE $COP $MCD

$187M

72 positions

#17Pillar Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $BRZE $COP

$171M

106 positions

#18Schiavi & Co LLCSmart money

Notable overlap · 5 shared positions

$SNOW $DDOG $IBM $OKE $CTVA

$337M

50 positions

#19Passive Capital Management, LLC.Active

Notable overlap · 5 shared positions

$SNOW $DDOG $UNIT $MAR $MCD

$335M

104 positions

#20Optimus Prime Fund Management Co., Ltd.Smart money

Notable overlap · 3 shared positions

$SNOW $DDOG $BRZE

$1.0B

27 positions

#21ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 3 shared positions

$SNOW $DDOG $IBM

$282M

95 positions

#22KRM WEALTH MANAGEMENT L.L.C.Smart money

Notable overlap · 3 shared positions

$SNOW $DDOG $MAR

$192M

43 positions

#23SOUTHERN MICHIGAN BANK & TRUSTActive

Notable overlap · 3 shared positions

$SNOW $DDOG $MCD

$261M

424 positions

#24Leo H. Evart, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $UNIT $MAR

$117M

298 positions

#25Heritage Financial Services, LLC

Notable overlap · 4 shared positions

$SNOW $DDOG $IBM $MCD

$1.2B

126 positions

Compare Retirement Investment Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Retirement Investment Advisors,’s holdings

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.