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 Rialto Wealth ,

13F Portfolio OverlapQ1 2026Rialto Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Rialto Wealth Management, LLC is an institutional investor managing $445M across 1,730 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 Rialto Wealth , are Employees' Retirement Fund of the City of Fort Worth, MATHER GROUP,, Cornerstone Financial, with shared positions in $COP, $VLTO, $UNIT, $SCHW, $USB, $SNOW. The full ranking of 25 similar funds is below.

#1Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$COP $VLTO $UNIT $SCHW

$230M

21 positions

#2MATHER GROUP, LLC.Active

Notable overlap · 6 shared positions

$VLTO $COP $USB $UNIT $SNOW $DDOG

$10.0B

1,896 positions

#3Cornerstone Financial Management LLCPassive

Notable overlap · 7 shared positions

$VLTO $COP $USB $SNOW $DDOG $SE

$109M

1,311 positions

#4Finhabits Advisors LLCActive

Notable overlap · 4 shared positions

$COP $VLTO $SCHW $DDOG

$108M

15 positions

#5Goodman Financial CorpActive

Notable overlap · 3 shared positions

$VLTO $COP $SCHW

$582M

77 positions

#6Level Financial AdvisorsActive

Notable overlap · 6 shared positions

$COP $VLTO $AMN $SNOW $UNIT $SCHW

$392M

92 positions

#7Foundation Wealth Management, LLC\PAActive

Notable overlap · 9 shared positions

$COP $USB $SNOW $SCHW $EPAM $SE

$284M

91 positions

#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$VLTO $COP $USB $SCHW $DDOG $SNOW

$350M

95 positions

#9PROFFITT & GOODSON INCActive

Notable overlap · 5 shared positions

$COP $VLTO $SCHW $DDOG $ICE

$649M

283 positions

#10Disciplined Investments, LLCPassive

Notable overlap · 10 shared positions

$COP $USB $SCHW $SE $DDOG $SNOW

$279M

141 positions

#11Mustard Seed Financial, LLCActive

Notable overlap · 5 shared positions

$COP $UNIT $SNOW $SCHW $DDOG

$167M

92 positions

#12Windward Private Wealth Management Inc.Smart money

Notable overlap · 7 shared positions

$VLTO $COP $SNOW $UNIT $SE $DDOG

$289M

44 positions

#13Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$COP $AMN $SNOW $DDOG

$478M

42 positions

#14BlueSky Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$COP $USB $UNIT $SCHW $VLTO $GEV

$777M

115 positions

#15Longview Financial Advisors LLCActive

Notable overlap · 6 shared positions

$COP $USB $SNOW $SCHW $SE $MDY

$184M

157 positions

#16Fort Vancouver Investment Management, LLCActive

Notable overlap · 5 shared positions

$COP $AMN $SE $SNOW $GEV

$197M

59 positions

#17RW Investment Management LLCActive

Notable overlap · 5 shared positions

$COP $AMN $USB $AMGN $SCHW

$1.0B

113 positions

#18Stone Summit Wealth LLCActive

Notable overlap · 6 shared positions

$COP $USB $AMN $UNIT $DDOG $SYK

$359M

142 positions

#19Greenspring Advisors, LLCSmart money

Notable overlap · 8 shared positions

$COP $AMN $USB $SCHW $EPAM $UNIT

$1.6B

318 positions

#20Rockbridge Investment Management, LCCSmart money

Notable overlap · 7 shared positions

$COP $UNIT $VLTO $DDOG $USB $SCHW

$1.1B

137 positions

#21Hilton Capital Management, LLCActive

Notable overlap · 4 shared positions

$COP $USB $SNOW $AMGN

$1.3B

129 positions

#22ACTION POINT FINANCIAL PLANNING, LLCActive

Notable overlap · 3 shared positions

$COP $AMN $USB

$112M

69 positions

#23JBGlobal.com LLCActive

Notable overlap · 3 shared positions

$COP $USB $UNIT

$102M

27 positions

#24GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 6 shared positions

$COP $UNIT $AMN $DDOG $CTVA $SNOW

$212M

87 positions

#25POWER WEALTH MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$VLTO $USB $SCHW $COP $ICE $CTVA

$269M

96 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.