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Hedge Funds Similar to REAP Financial Group,

13F Portfolio OverlapQ1 2026REAP Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

REAP Financial Group, LLC is an institutional investor managing $507M across 533 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 REAP Financial Group, are ATLas Financial Planning, Burk, Kondo Wealth Advisors,, with shared positions in $AMN, $NKE, $WT, $USB, $BAC, $IAU. The full ranking of 25 similar funds is below.

#1ATLas Financial Planning LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$WT$USB$BAC
$112M
69 positions
#2Burk Holdings LLCPassive
Notable overlap · 6 shared positions
$AMN$NKE$WT$IAU$AMD$BAC
$233M
676 positions
#3Kondo Wealth Advisors, Inc.Active
Notable overlap · 4 shared positions
$AMN$NKE$WT$BAC
$266M
69 positions
#4COWA, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$WT$IAU$COP
$371M
158 positions
#5Kane Co Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$AMN$NKE$WT
$119M
51 positions
#6McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$WT
$119M
65 positions
#7Tillman Hartley LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$WT$IAU$COP
$398M
88 positions
#8Shotwell Rutter Baer IncActive
Notable overlap · 5 shared positions
$AMN$NKE$USB$TXN$COP
$170M
38 positions
#9Beaird Harris Wealth Management, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$USB$WT$IAU
$1.5B
686 positions
#10Del-Sette Capital Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$WT
$167M
44 positions
#11Werba Rubin Papier Wealth ManagementPassive
Notable overlap · 4 shared positions
$AMN$NKE$USB$IAU
$718M
278 positions
#12Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$AMN$NKE$USB$IAU
$228M
72 positions
#13RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$AMN$NKE$IAU$TXN$AMD$BAC
$296M
80 positions
#14Team Hewins, LLCSmart money
Notable overlap · 4 shared positions
$AMN$NKE$WT$TXN
$337M
41 positions
#15Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 5 shared positions
$AMN$NKE$USB$IAU$COP
$1.1B
81 positions
#16DeLarme Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$AMN$NKE$WT$TXN
$155M
63 positions
#17NORTHWEST WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$AMN$NKE$USB
$665M
255 positions
#18Focus Partners Advisor Solutions, LLCPassive
Notable overlap · 5 shared positions
$AMN$NKE$WT$IAU$COP
$9.9B
1,249 positions
#19Plancorp, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$USB$BAC
$3.5B
378 positions
#20KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$HEI
$522M
97 positions
#21BAYSHORE ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$AMN$NKE$IAU
$251M
40 positions
#22JDH Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$IAU
$148M
54 positions
#23Pacific Asset Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$IAU
$179M
70 positions
#24Porter White Investment Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$AMN$NKE$IAU
$250M
40 positions
#25ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 3 shared positions
$AMN$NKE$IAU
$158M
125 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.