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Hedge Funds Similar to Rolek Wealth

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

Rolek Wealth Management LLC is an institutional investor managing $179M across 23 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 Rolek Wealth are Raab & Moskowitz Asset, Strategic Investment Solutions, /IL, Financial Freedom,, with shared positions in $MAR, $NTRB, $BRZE, $SLV. The full ranking of 25 similar funds is below.

#1Raab & Moskowitz Asset Management LLCPassive
Slight overlap · 3 shared positions
$MAR$NTRB$BRZE
$450M
187 positions
#2Strategic Investment Solutions, Inc. /ILPassive
Slight overlap · 4 shared positions
$MAR$NTRB$BRZE$SLV
$414M
694 positions
#3Financial Freedom, LLCPassive
Slight overlap · 4 shared positions
$MAR$NTRB$BRZE$SLV
$201M
426 positions
#4VANTAGEPOINT INVESTMENT ADVISERS LLCActive
Slight overlap · 3 shared positions
$MAR$NTRB$SLV
$11.8B
55 positions
#5Portfolio Strategies, Inc.Active
Slight overlap · 3 shared positions
$MAR$NTRB$SLV
$811M
75 positions
#6Blackston Financial Advisory Group, LLCActive
Slight overlap · 3 shared positions
$MAR$NTRB$SLV
$160M
106 positions
#7Beacon Capital Management, LLCActive
Slight overlap · 3 shared positions
$MAR$NTRB$SLV
$567M
166 positions
#8Praetorian Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$MAR$NTRB$BRZE
$526M
77 positions
#9Flagship Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$MAR$NTRB$BRZE
$246M
108 positions
#10Madden Advisory Services, Inc.Passive
Slight overlap · 3 shared positions
$MAR$BRZE$SLV
$254M
108 positions
#11HRC WEALTH MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$MAR$BRZE$SLV
$212M
59 positions
#12McClarren Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$MAR$NTRB$BRZE
$169M
79 positions
#13Global Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MAR$BRZE$SLV
$183M
44 positions
#14Wealth Group LtdSmart money
Slight overlap · 3 shared positions
$MAR$BRZE$NTRB
$439M
94 positions
#15FIFTH THIRD SECURITIES, INC.Passive
Slight overlap · 4 shared positions
$MAR$NTRB$BRZE$SLV
$1.5B
341 positions
#16CREATIVE FINANCIAL DESIGNS INC /ADVPassive
Slight overlap · 3 shared positions
$MAR$NTRB$SLV
$1.6B
2,162 positions
#17Innovative Asset Advisors Group, LLCPassive
Slight overlap · 3 shared positions
$MAR$BRZE$SLV
$173M
1,039 positions
#18Comprehensive Financial Planning, Inc./PAPassive
Slight overlap · 3 shared positions
$MAR$NTRB$SLV
$144M
387 positions
#19NFP Retirement, Inc.Active
Slight overlap · 3 shared positions
$NTRB$MAR$BRZE
$1.7B
310 positions
#20N.E.W. Advisory Services LLCActive
Slight overlap · 4 shared positions
$MAR$BRZE$NTRB$SLV
$1.3B
914 positions
#21M3 Advisory Group, LLCPassive
Slight overlap · 3 shared positions
$NTRB$BRZE$MAR
$162M
149 positions
#22LifeWealth Investments, LLCPassive
Slight overlap · 3 shared positions
$MAR$BRZE$SLV
$335M
141 positions
#23Black Diamond Financial, LLCActive
Slight overlap · 3 shared positions
$NTRB$MAR$SLV
$916M
185 positions
#24Breakwater Investment ManagementPassive
Slight overlap · 3 shared positions
$NTRB$BRZE$MAR
$269M
506 positions
#25Sicart Associates LLCActive
Slight overlap · 3 shared positions
$NTRB$BRZE$SLV
$389M
74 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.