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 Retirement Systems

13F Portfolio OverlapQ1 2026Retirement Systems portfolio →

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Most similar hedge funds by 13F overlap

Retirement Management Systems Inc. is an institutional investor managing $415M across 51 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 Retirement Systems are Ritter Daniher Financial Advisory / DE, Provident Wealth ,, ACORN CREEK, with shared positions in $MS, $WT, $JHG, $SNOW, $SHW, $HSBC. The full ranking of 25 similar funds is below.

#1Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 3 shared positions

$MS $WT $JHG

$589M

590 positions

#2Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MS $WT $SNOW

$331M

134 positions

#3ACORN CREEK CAPITAL LLCActive

Notable overlap · 5 shared positions

$SNOW $WT $SHW $HSBC $MS

$280M

84 positions

#4MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $JHG $IAU

$260M

146 positions

#5Meridian Financial Partners LLCActive

Notable overlap · 3 shared positions

$MS $WT $SNOW

$263M

121 positions

#6Balanced Rock Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$MS $SNOW $JHG

$143M

96 positions

#7MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $SHW $IAU

$508M

88 positions

#8Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MS $WT $SNOW

$284M

125 positions

#9Blackhawk Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$SNOW $JHG $WT

$273M

141 positions

#10Cornerstone Planning Group LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $IAU

$749M

1,818 positions

#11First Financial Group CorpActive

Notable overlap · 5 shared positions

$WT $SNOW $JHG $SHW $IAU

$122M

80 positions

#12IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$SNOW $JHG $IAU

$96M

72 positions

#13Clarity Asset Management, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $MS $WT

$198M

290 positions

#14WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SNOW $JHG $WT

$156M

139 positions

#15Mach-1 Financial Group, LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $MS

$284M

161 positions

#16Stonebridge Financial Group, LLCPassive

Notable overlap · 5 shared positions

$MS $WT $SNOW $JHG $IAU

$1.2B

262 positions

#17Systelligence, LLCPassive

Notable overlap · 4 shared positions

$MS $WT $SNOW $IAU

$514M

56 positions

#18Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $IAU

$950M

192 positions

#19Wright Wealth LLCActive

Notable overlap · 3 shared positions

$MS $WT $WELL

$149M

51 positions

#20Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$SNOW $WT $MS $VTR

$184M

157 positions

#21Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $JHG

$136M

108 positions

#22WT Wealth ManagementPassive

Notable overlap · 4 shared positions

$WT $SHW $JHG $SNOW

$336M

138 positions

#23Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $IAU

$110M

64 positions

#24Windward Private Wealth Management Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $WT $SHW

$289M

44 positions

#25Beckerman Institutional, LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $MS $IAU

$188M

121 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.