What hedge funds are most similar to Reyes Financial Architecture, Inc.?

The funds with the most similar 13F portfolios to Reyes Financial Architecture, Inc. are IAM Advisory,, MOULTON WEALTH ,, Global View, based on overlapping conviction holdings in the latest SEC filings.

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 Reyes Financial Architecture,

13F Portfolio OverlapQ1 2026Reyes Financial Architecture, portfolio →

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Most similar hedge funds by 13F overlap

Reyes Financial Architecture, Inc. is an institutional investor managing $179M across 317 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 Reyes Financial Architecture, are IAM Advisory,, MOULTON WEALTH ,, Global View, with shared positions in $WT, $AGQ, $AMGN, $OKTA, $AEM, $LEN. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive

Substantial overlap · 3 shared positions

$WT $AGQ $AMGN

$446M

95 positions

#2MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 3 shared positions

$WT $AGQ $OKTA

$147M

52 positions

#3Global View Capital Management LLCActive

Substantial overlap · 3 shared positions

$WT $AGQ $AEM

$377M

140 positions

#4COLUMBIA ADVISORY PARTNERS LLCActive

Substantial overlap · 4 shared positions

$WT $LEN $HUM $MCD

$157M

92 positions

#5Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 3 shared positions

$WT $ALPS $AGQ

$132M

80 positions

#6TopTier Wealth Management, LLCPassive

Substantial overlap · 3 shared positions

$WT $LEN $HUM

$163M

795 positions

#7MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 3 shared positions

$WT $IBM $AMGN

$240M

234 positions

#8ACT Advisors, LLC.Active

Substantial overlap · 3 shared positions

$WT $LEN $KO

$235M

78 positions

#9Avant Capital LLCPassive

Substantial overlap · 4 shared positions

$WT $AGQ $ALPS $HUM

$142M

76 positions

#10RESOLUTE CAPITAL, LLCActive

Substantial overlap · 3 shared positions

$WT $DUK $HUM

$247M

57 positions

#11Team Financial Group, LLCActive

Substantial overlap · 3 shared positions

$WT $HUM $IBM

$220M

273 positions

#12Serenus Wealth Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$WT $HUM $IBM

$501M

68 positions

#13Wealthcare Capital Partners, LLCActive

Substantial overlap · 4 shared positions

$WT $ALPS $AGQ $HUM

$213M

153 positions

#14Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$WT $AGQ $OKTA

$219M

145 positions

#15Morton Capital Management LLC/CASmart money

Substantial overlap · 3 shared positions

$WT $AMGN $HUM

$672M

139 positions

#16Quattro Advisors LLCActive

Substantial overlap · 4 shared positions

$WT $MCD $TJX $KO

$115M

51 positions

#17Fortune Financial Group, Inc.Active

Substantial overlap · 3 shared positions

$WT $LEN $AGQ

$111M

84 positions

#18Spinnaker Investment Group, LLCActive

Substantial overlap · 5 shared positions

$WT $AMGN $DUK $HUM $KO

$491M

147 positions

#19tru Independence LLCPassive

Substantial overlap · 4 shared positions

$WT $MCD $AGQ $HUM

$202M

102 positions

#20Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $DUK $HUM

$3.2B

481 positions

#21Catalina Capital Group, LLCPassive

Notable overlap · 5 shared positions

$WT $LEN $TJX $KO $HUM

$168M

176 positions

#22Stenger Family Office, LLCPassive

Notable overlap · 3 shared positions

$WT $MCD $AXP

$566M

117 positions

#23Key FInancial IncPassive

Notable overlap · 4 shared positions

$WT $AGQ $MCD $KO

$562M

1,394 positions

#24BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $KO $HUM $AMGN

$2.5B

453 positions

#25Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $MCD $IBM

$313M

138 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.