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 Riverbend Wealth ,

13F Portfolio OverlapQ1 2026Riverbend Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Riverbend Wealth Management, LLC is an institutional investor managing $175M across 152 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 Riverbend Wealth , are Stratos Investment ,, Systelligence,, FLAGSHIP WEALTH ADVISORS,, with shared positions in $WT, $ALPS, $MS, $C, $AXP, $EQT. The full ranking of 25 similar funds is below.

#1Stratos Investment Management, LLCPassive

Notable overlap · 13 shared positions

$WT $ALPS $MS $C $AXP $EQT

$2.5B

371 positions

#2Systelligence, LLCPassive

Notable overlap · 5 shared positions

$WT $MS $USB $MAR $IAU

$514M

56 positions

#3FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$WT $MS $KKR $MAR $BAC

$233M

350 positions

#4Eagle Strategies LLCPassive

Notable overlap · 6 shared positions

$WT $MS $KKR $ALPS $IAU $GEV

$837M

258 positions

#5truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $MS $KKR

$97M

49 positions

#6Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $MS $IAU $BAC

$90M

65 positions

#7Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$WT $MS $USB

$284M

125 positions

#8Stonebridge Financial Group, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $IAU $AMGN

$1.2B

262 positions

#9Willow Financial LLCActive

Notable overlap · 3 shared positions

$WT $ALPS $AXP

$99M

37 positions

#10MidAtlantic Capital Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $MS $KKR

$145M

84 positions

#11Hobbs Group Advisors, LLCPassive

Notable overlap · 7 shared positions

$WT $USB $C $MS $BAC $IAU

$334M

160 positions

#12FFG RETIREMENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$WT $ALPS $KKR

$172M

43 positions

#13HC Advisors, LLCActive

Notable overlap · 6 shared positions

$WT $ALPS $BAC $USB $AXP $GEV

$149M

60 positions

#14UPTICK PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $MS $IAU

$502M

293 positions

#15CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$WT $ALPS $USB $MAR $AMGN

$309M

132 positions

#16Fermata Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $ALPS $MS $IAU

$444M

232 positions

#17Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 5 shared positions

$WT $USB $MAR $AMGN $AXP

$153M

344 positions

#18Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$WT $KKR $IAU $MS $USB

$365M

111 positions

#19Darrow Company, Inc.Active

Notable overlap · 4 shared positions

$WT $KKR $MAR $USB

$222M

56 positions

#20Sterling Manor Financial, LLCActive

Notable overlap · 3 shared positions

$WT $MS $C

$160M

39 positions

#21Bonfire FinancialActive

Notable overlap · 3 shared positions

$WT $MS $MAR

$133M

57 positions

#22Oxinas Partners Wealth Management LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $MAR $USB

$219M

145 positions

#23XML Financial, LLCPassive

Notable overlap · 7 shared positions

$MS $USB $MAR $KKR $BAC $WT

$1.2B

421 positions

#24CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 6 shared positions

$WT $MAR $IAU $KKR $ALPS $USB

$149M

96 positions

#25Meridian Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $USB $KKR

$183M

141 positions

Compare Riverbend Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Riverbend Wealth ,’s holdings

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.