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Hedge Funds Similar to FFG RETIREMENT ADVISORS

13F Portfolio OverlapQ1 2026FFG RETIREMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

FFG RETIREMENT ADVISORS LLC is an institutional investor managing $189M across 43 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 FFG RETIREMENT ADVISORS are Halbert, Hargrove/Russell, Team Financial Group,, Wealthcare Partners,, with shared positions in $WT, $SE, $SNOW, $KKR, $ALPS. The full ranking of 25 similar funds is below.

#1Halbert, Hargrove/Russell LLCSmart money
Substantial overlap · 3 shared positions
$WT$SE$SNOW
$2.1B
372 positions
#2Team Financial Group, LLCActive
Substantial overlap · 3 shared positions
$WT$KKR$SNOW
$220M
273 positions
#3Wealthcare Capital Partners, LLCActive
Substantial overlap · 4 shared positions
$WT$KKR$SE$ALPS
$213M
153 positions
#4Oxinas Partners Wealth Management LLCPassive
Substantial overlap · 3 shared positions
$WT$KKR$SE
$219M
145 positions
#5Catalyst Investment Management LLCPassive
Substantial overlap · 3 shared positions
$WT$KKR$SE
$90M
65 positions
#6Etesian Wealth Advisors, Inc.Passive
Notable overlap · 3 shared positions
$WT$KKR$SNOW
$313M
138 positions
#7BIP Wealth, LLCActive
Notable overlap · 3 shared positions
$WT$KKR$SE
$2.5B
453 positions
#8Stonekeep Investments, LLCActive
Notable overlap · 3 shared positions
$WT$SE$SNOW
$154M
66 positions
#9CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 3 shared positions
$WT$KKR$ALPS
$149M
96 positions
#10Glassman Wealth ServicesSmart money
Notable overlap · 3 shared positions
$WT$KKR$SE
$736M
187 positions
#11Clearwater Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$WT$SE$SNOW$KKR
$1.2B
177 positions
#12ESL Trust Services, LLCSmart money
Notable overlap · 3 shared positions
$WT$SE$SNOW
$524M
258 positions
#13Trilogy Capital Inc.Passive
Notable overlap · 3 shared positions
$WT$ALPS$SE
$2.3B
390 positions
#14Aspire Capital Advisors LLCActive
Notable overlap · 3 shared positions
$WT$KKR$SNOW
$444M
122 positions
#15Reality Financial Planning Services, LLCSmart money
Notable overlap · 3 shared positions
$WT$KKR$SNOW
$104M
20 positions
#16BEACON FINANCIAL GROUPPassive
Notable overlap · 3 shared positions
$WT$KKR$SE
$1.0B
348 positions
#17Axis Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$WT$KKR$SNOW
$188M
174 positions
#18UPTICK PARTNERS, LLCPassive
Notable overlap · 3 shared positions
$WT$KKR$SNOW
$502M
293 positions
#19Darrow Company, Inc.Active
Notable overlap · 3 shared positions
$WT$KKR$SNOW
$222M
56 positions
#20Milestone Investment Advisors LLCActive
Notable overlap · 3 shared positions
$KKR$WT$SNOW
$414M
139 positions
#21Professional Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$WT$SE$SNOW
$491M
137 positions
#22HC Advisors, LLCActive
Notable overlap · 3 shared positions
$WT$ALPS$SNOW
$149M
60 positions
#23MidAtlantic Capital Management, Inc.Passive
Notable overlap · 3 shared positions
$KKR$WT$SNOW
$145M
84 positions
#24SENTINEL WEALTH MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$WT$SE$SNOW
$125M
39 positions
#25BLUELINE ADVISORS LLCActive
Notable overlap · 3 shared positions
$WT$SE$KKR
$129M
217 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.