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Hedge Funds Similar to Retirement Wealth Solutions

13F Portfolio OverlapQ1 2026Retirement Wealth Solutions portfolio →
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Most similar hedge funds by 13F overlap

Retirement Wealth Solutions LLC is an institutional investor managing $181M across 811 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 Wealth Solutions are Bay Harbor Wealth ,, Arcadia Wealth ,, MA Private Wealth, with shared positions in $SNOW, $VLTO, $SE, $IAU, $MDLZ, $NKE. The full ranking of 25 similar funds is below.

#1Bay Harbor Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SNOW$VLTO$SE$IAU
$386M
1,301 positions
#2Arcadia Wealth Management, LLCActive
Some overlap · 6 shared positions
$VLTO$SNOW$SE$IAU$MDLZ$NKE
$276M
67 positions
#3MA Private WealthActive
Some overlap · 5 shared positions
$VLTO$SNOW$SE$IAU$MDLZ
$591M
86 positions
#4Forthright Family Wealth Advisory LLCActive
Some overlap · 4 shared positions
$SNOW$VLTO$MDLZ$NKE
$149M
63 positions
#5Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$SNOW$VLTO$SE$DDOG
$109M
1,311 positions
#6Graetz Wealth LLCPassive
Some overlap · 5 shared positions
$SNOW$VLTO$IAU$AMAT$DDOG
$112M
80 positions
#7Clark Asset Management, LLCActive
Some overlap · 5 shared positions
$SNOW$VLTO$BRZE$DDOG$NKE
$1.1B
267 positions
#8Veridan Wealth LLCActive
Some overlap · 6 shared positions
$SNOW$VLTO$MDLZ$IAU$AMAT$DDOG
$270M
80 positions
#9LINCOLN NATIONAL CORPActive
Some overlap · 3 shared positions
$SNOW$VLTO$BRZE
$3.5B
19 positions
#10VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$SNOW$VLTO$IAU
$361M
123 positions
#11Windward Private Wealth Management Inc.Smart money
Some overlap · 4 shared positions
$SNOW$VLTO$SE$DDOG
$289M
44 positions
#12FLC Capital AdvisorsPassive
Some overlap · 3 shared positions
$SNOW$VLTO$SAN
$560M
221 positions
#13Capital Investment Management, Inc.Active
Some overlap · 6 shared positions
$VLTO$SNOW$SE$BRZE$IAU$NKE
$291M
125 positions
#14Unify Financial AdvisorsPassive
Some overlap · 5 shared positions
$VLTO$SE$SNOW$SAN$BRZE
$96M
89 positions
#15MATHER GROUP, LLC.Active
Some overlap · 4 shared positions
$SNOW$VLTO$MCD$DDOG
$10.0B
1,896 positions
#16FC Advisory LLCActive
Some overlap · 4 shared positions
$SNOW$VLTO$BRZE$DDOG
$342M
115 positions
#17Hoxton Planning & Management, LLCPassive
Some overlap · 7 shared positions
$SNOW$SE$MDLZ$BRZE$IAU$AMAT
$333M
216 positions
#18Capital Asset Managemnet, LLCPassive
Some overlap · 6 shared positions
$VLTO$SNOW$SE$BRZE$IAU$DDOG
$89M
77 positions
#19LifePlan Financial, LLCPassive
Some overlap · 7 shared positions
$VLTO$SNOW$MDLZ$IAU$AMAT$MCD
$135M
83 positions
#20Sovereign Investment Advisors, LLCActive
Some overlap · 3 shared positions
$VLTO$SNOW$BRZE
$472M
106 positions
#21Rialto Wealth Management, LLCPassive
Some overlap · 4 shared positions
$VLTO$SNOW$SE$DDOG
$445M
1,730 positions
#22Leeward Financial Partners, LLCPassive
Some overlap · 3 shared positions
$SNOW$VLTO$DDOG
$336M
97 positions
#23ONE Advisory Partners, LLCActive
Some overlap · 7 shared positions
$VLTO$SE$MDLZ$IAU$AMAT$SAN
$324M
72 positions
#24FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 5 shared positions
$SNOW$MDLZ$SAN$IAU$BRZE
$1.5B
341 positions
#25Seek First Inc.Active
Some overlap · 3 shared positions
$VLTO$SNOW$AMAT
$142M
58 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.