What hedge funds are most similar to RIVER'S EDGE WEALTH MANAGEMENT, LLC?

The funds with the most similar 13F portfolios to RIVER'S EDGE WEALTH MANAGEMENT, LLC are Ariston Services Group, SWAN, GEN Financial ,, based on overlapping conviction holdings in the latest SEC filings.

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 RIVER'S EDGE WEALTH ,

13F Portfolio OverlapQ1 2026RIVER'S EDGE WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

RIVER'S EDGE WEALTH MANAGEMENT, LLC is an institutional investor managing $114M across 44 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 RIVER'S EDGE WEALTH , are Ariston Services Group, SWAN, GEN Financial ,, with shared positions in $HUM, $SCHW, $DDOG, $PLTR, $MS, $SSL. The full ranking of 25 similar funds is below.

#1Ariston Services GroupActive

Notable overlap · 3 shared positions

$HUM $SCHW $DDOG

$167M

71 positions

#2SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $SCHW $PLTR

$272M

554 positions

#3GEN Financial Management, INC.Active

Notable overlap · 3 shared positions

$HUM $DDOG $SCHW

$162M

51 positions

#4Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $MS $PLTR

$251M

83 positions

#5Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$HUM $SCHW $DDOG

$480M

160 positions

#6360 Financial, Inc.Active

Notable overlap · 3 shared positions

$HUM $PLTR $MS

$332M

80 positions

#7ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $DDOG $SCHW $PLTR

$753M

159 positions

#8Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$HUM $SCHW $PLTR

$98M

197 positions

#9WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$HUM $SCHW $DDOG

$350M

95 positions

#10ASPIRIANT, LLCActive

Notable overlap · 4 shared positions

$HUM $DDOG $SCHW $MS

$3.5B

338 positions

#11Kohmann Bosshard Financial Services, LLCActive

Notable overlap · 3 shared positions

$HUM $SCHW $MS

$1.2B

1,060 positions

#12Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $MS $PLTR

$732M

125 positions

#13Capital Advisors Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $DDOG $SCHW $PLTR

$745M

219 positions

#14MOTIVE WEALTH ADVISORSActive

Notable overlap · 3 shared positions

$HUM $DDOG $PLTR

$213M

92 positions

#15Vermillion Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$HUM $SCHW $DDOG

$255M

1,563 positions

#16Wealthfront Advisers LLCActive

Notable overlap · 5 shared positions

$HUM $SCHW $DDOG $MS $PLTR

$45.6B

1,076 positions

#17Note Advisors, LLCActive

Notable overlap · 4 shared positions

$SCHW $HUM $DDOG $MS

$200M

85 positions

#18HANOVER ADVISORS INCActive

Notable overlap · 4 shared positions

$HUM $DDOG $SCHW $PLTR

$246M

118 positions

#19Opus Financial Solutions LLCPassive

Notable overlap · 3 shared positions

$HUM $SCHW $DDOG

$106M

103 positions

#20Hurlow Wealth Management Group, Inc.Active

Notable overlap · 3 shared positions

$SCHW $HUM $DDOG

$420M

120 positions

#21Enclave Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $DDOG $PLTR

$729M

132 positions

#22BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$HUM $DDOG $SSL

$689M

134 positions

#23CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$SCHW $HUM $MS $DDOG

$363M

102 positions

#24Crews Bank & TrustPassive

Notable overlap · 4 shared positions

$HUM $SSL $HLT $MS

$690M

673 positions

#25Prospect Financial Group LLCActive

Notable overlap · 3 shared positions

$SCHW $HUM $DDOG

$108M

63 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.