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Hedge Funds Similar to RASP WEALTH SOLUTIONS

13F Portfolio OverlapQ2 2026RASP WEALTH SOLUTIONS portfolio →
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Most similar hedge funds by 13F overlap

RASP WEALTH SOLUTIONS, LLC is an institutional investor managing $300M across 97 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to RASP WEALTH SOLUTIONS are Insight Inv, Berger Financial Group, Meramec Financial Planners, with shared positions in $TJX, $ALL, $BP, $AMGN, $TTWO, $PM. The full ranking of 25 similar funds is below.

#1Insight Inv LLCPassive
Slight overlap · 4 shared positions
$TJX$ALL$BP$AMGN
$212M
109 positions
#2Berger Financial Group, IncPassive
Slight overlap · 3 shared positions
$TJX$ALL$TTWO
$2.0B
486 positions
#3Meramec Financial Planners, LLCPassive
Slight overlap · 3 shared positions
$TJX$ALL$PM
$274M
550 positions
#4TOMPKINS FINANCIAL CORPPassive
Slight overlap · 3 shared positions
$TJX$LAZ$AMGN
$1.4B
548 positions
#5Coastline Trust CoActive
Slight overlap · 3 shared positions
$TJX$LAZ$AMGN
$1.1B
406 positions
#6Commonwealth Retirement Investments LLCPassive
Slight overlap · 3 shared positions
$TJX$ALL$AMGN
$368M
417 positions
#7Sawyer & Company, IncPassive
Slight overlap · 3 shared positions
$TJX$ALL$AMGN
$298M
202 positions
#8River Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$TJX$TTWO$AMGN$TT
$956M
217 positions
#9BI Asset Management Fondsmaeglerselskab A/SActive
Slight overlap · 3 shared positions
$TJX$ALL$EBAY
$12.6B
706 positions
#10LOWE BROCKENBROUGH & CO INCActive
Slight overlap · 4 shared positions
$TJX$PM$AMGN$TT
$2.2B
341 positions
#11GDS Wealth ManagementPassive
Slight overlap · 3 shared positions
$TJX$ALL$TT
$2.1B
232 positions
#12Invera Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$TJX$ALL$TT
$186M
132 positions
#13Dana Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$TJX$ALL$PM
$3.8B
572 positions
#14INTREPID CAPITAL MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$TJX$TTWO$PM
$282M
109 positions
#15WAYSTONE ADVISORS LLCActive
Slight overlap · 4 shared positions
$TJX$UTHR$AMGN$EBAY
$134M
110 positions
#16NORDEA INVESTMENT MANAGEMENT ABPassive
Slight overlap · 4 shared positions
$TJX$AMGN$EBAY$TT
$122.6B
921 positions
#17RENAISSANCE GROUP LLCPassive
Slight overlap · 4 shared positions
$TJX$AMGN$TT$JBL
$2.5B
234 positions
#18Asset Advisory Group, Inc.Passive
Slight overlap · 3 shared positions
$TJX$PM$AMGN
$229M
125 positions
#19TRUST CO OF VIRGINIA /VAPassive
Slight overlap · 3 shared positions
$TJX$PM$AMGN
$1.3B
226 positions
#20Cypress Capital GroupPassive
Slight overlap · 3 shared positions
$TJX$PM$AMGN
$1.1B
314 positions
#21Phillips Wealth Planners LLCPassive
Slight overlap · 3 shared positions
$TJX$PM$AMGN
$136M
217 positions
#22X-Square Capital, LLCPassive
Slight overlap · 3 shared positions
$TJX$PM$AMGN
$394M
176 positions
#23Jackson, Grant Investment Advisers, Inc.Passive
Slight overlap · 3 shared positions
$TJX$PM$AMGN
$322M
421 positions
#24Slagle Financial, LLCPassive
Slight overlap · 3 shared positions
$TJX$PM$AMGN
$334M
127 positions
#25Susquehanna Portfolio Strategies, LLCPassive
Slight overlap · 3 shared positions
$TJX$PM$AMGN
$6.3B
833 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.