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Hedge Funds Similar to Redwood Wealth Group,

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

Redwood Wealth Management Group, LLC is an institutional investor managing $232M across 169 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 Wealth Group, are Fund Advisors of America /FL, Oak Grove, MFG WEALTH ,, with shared positions in $IBM, $PLTR, $MU, $ET, $MRVL, $KMI. The full ranking of 25 similar funds is below.

#1Fund Advisors of America Inc/FLPassive
Some overlap · 7 shared positions
$IBM$PLTR$MU$ET$MRVL$KMI
$99M
118 positions
#2Oak Grove Capital LLCSmart money
Some overlap · 5 shared positions
$IBM$KMI$ET$MU$AMD
$1.2B
92 positions
#3MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$IBM$PLTR$KMI$SBUX
$121M
61 positions
#4KERR FINANCIAL PLANNING CorpPassive
Some overlap · 5 shared positions
$GRWG$PLTR$MRVL$MU$AMD
$90M
545 positions
#5Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$IBM$PLTR$KMI$NTRA
$701M
261 positions
#6AXS Investments LLCActive
Some overlap · 5 shared positions
$PLTR$IBM$MU$JHG$AMD
$248M
189 positions
#7Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$IBM$ET$KMI
$101M
50 positions
#8FULCRUM WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$IBM$UNM$JHG$ET
$121M
72 positions
#9Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$IBM$PLTR$MU
$230M
124 positions
#10CFC Planning Co LLCPassive
Some overlap · 5 shared positions
$IBM$MU$AXP$AMD$SCCO
$140M
72 positions
#11Henson-Edgewater Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$ET$MU$AMD
$157M
66 positions
#12Bosman Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$MU$MRVL$AMD$SCCO
$114M
52 positions
#13SEAVIEW INVESTMENT MANAGERS LLCPassive
Some overlap · 4 shared positions
$IBM$MU$AXP$AMD
$277M
73 positions
#14Tripletail Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KMI$IBM$MU$AXP
$73M
255 positions
#15Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GRWG$PLTR$AXP$AMD
$247M
66 positions
#16MAVERICK CAPITAL LTDPassive
Some overlap · 3 shared positions
$TECH$NTRA$AMD
$8.7B
241 positions
#17CMC Financial GroupActive
Some overlap · 3 shared positions
$IBM$ET$MRVL
$51M
38 positions
#18Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$IBM$PLTR$AXP
$202M
95 positions
#19LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$GRWG$JHG$MU$PLTR$AMD
$174M
65 positions
#20Empire Financial Management Company, LLCPassive
Some overlap · 4 shared positions
$IBM$ET$AXP$AMD
$442M
211 positions
#21SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 4 shared positions
$ET$KMI$JHG$IBM
$119M
61 positions
#22Green Alpha Advisors, LLCPassive
Some overlap · 3 shared positions
$IBM$MU$MRVL
$102M
107 positions
#23RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 4 shared positions
$PLTR$ET$SBUX$AXP
$116M
116 positions
#24FFG Partners, LLCActive
Some overlap · 3 shared positions
$PLTR$ET$MU
$253M
36 positions
#25Richard C. Young & CO., LTD.Active
Some overlap · 3 shared positions
$IBM$KMI$MU
$1.2B
93 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.