13F Pro

Hedge Funds Similar to RETIREMENT FINANCIAL SOLUTIONS,

13F Portfolio OverlapQ1 2026RETIREMENT FINANCIAL SOLUTIONS, portfolio →
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Most similar hedge funds by 13F overlap

RETIREMENT FINANCIAL SOLUTIONS, LLC is an institutional investor managing $350M across 53 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 FINANCIAL SOLUTIONS, are DEFINE FINANCIAL,, COWA,, Oak Wealth Advisors, with shared positions in $AMN, $MKL, $SCHW, $DIA, $ALPS, $IBM. The full ranking of 25 similar funds is below.

#1DEFINE FINANCIAL, LLCSmart money
Notable overlap · 3 shared positions
$AMN$MKL$SCHW
$184M
41 positions
#2COWA, LLCActive
Notable overlap · 6 shared positions
$AMN$DIA$MKL$ALPS$IBM$WT
$371M
158 positions
#3Oak Wealth Advisors LLCActive
Notable overlap · 5 shared positions
$AMN$MKL$SCHW$BRZE$TXN
$182M
57 positions
#4Beaird Harris Wealth Management, LLCActive
Notable overlap · 7 shared positions
$AMN$MKL$USB$UPST$SCHW$UNIT
$1.5B
686 positions
#5Allegiance Financial Group Advisory Services LLCActive
Notable overlap · 3 shared positions
$AMN$MKL$SCHW
$503M
198 positions
#6Valley Financial Group, Inc.Active
Notable overlap · 5 shared positions
$GRWG$MKL$UPST$BRZE$SCHW
$185M
63 positions
#7Unison Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$UPST$WT
$1.3B
175 positions
#8WMG Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$AMN$UPST$BRZE$ALPS$WT
$240M
100 positions
#9Flagstone Financial ManagementSmart money
Notable overlap · 5 shared positions
$AMN$SCHW$USB$MKL$TXN
$403M
71 positions
#10Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 6 shared positions
$AMN$MKL$UNIT$SCHW$WT$TXN
$931M
518 positions
#11Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 5 shared positions
$AMN$USB$BRZE$SCHW$UNIT
$718M
278 positions
#12Ballast Financial Advisors LLCActive
Notable overlap · 4 shared positions
$AMN$BRZE$USB$UNIT
$98M
68 positions
#13KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$AMN$MKL$UNIT$IBM$BP
$522M
97 positions
#14Burton Enright WelchActive
Notable overlap · 3 shared positions
$AMN$SCHW$BRZE
$736M
134 positions
#15Burk Holdings LLCPassive
Notable overlap · 5 shared positions
$AMN$SCHW$DIA$IBM$WT
$233M
676 positions
#16BWM Planning, LLCActive
Notable overlap · 4 shared positions
$AMN$MKL$BRZE$UNIT
$379M
87 positions
#17QUARRY HILL ADVISORS, LLCSmart money
Notable overlap · 4 shared positions
$AMN$BRZE$MKL$UNIT
$243M
51 positions
#18Plancorp, LLCActive
Notable overlap · 3 shared positions
$AMN$SCHW$USB
$3.5B
378 positions
#19ATLas Financial Planning LLCActive
Notable overlap · 4 shared positions
$AMN$BRZE$USB$WT
$112M
69 positions
#20Mason Investment Advisory Services, Inc.Smart money
Notable overlap · 6 shared positions
$AMN$UPST$UNIT$SCHW$WT$USB
$2.2B
79 positions
#21Meredith Wealth PlanningActive
Notable overlap · 3 shared positions
$AMN$BRZE$UNIT
$369M
70 positions
#22HMV Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$SCHW$TXN
$213M
81 positions
#23MB Generational Wealth, LLCActive
Notable overlap · 3 shared positions
$AMN$MKL$UNIT
$181M
66 positions
#24Symmetry Partners, LLCActive
Notable overlap · 3 shared positions
$AMN$SCHW$UNIT
$1.8B
209 positions
#25ENZI WEALTHActive
Notable overlap · 4 shared positions
$AMN$DIA$SCHW$IBM
$288M
71 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.