What hedge funds are most similar to Strong Retirement Solutions LLC?

The funds with the most similar 13F portfolios to Strong Retirement Solutions LLC are Lord & Richards Wealth ,, NZS ,, ITHAKA GROUP, 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 Strong Retirement Solutions

13F Portfolio OverlapQ1 2026Strong Retirement Solutions portfolio →

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Most similar hedge funds by 13F overlap

Strong Retirement Solutions LLC is an institutional investor managing $143M across 86 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 Strong Retirement Solutions are Lord & Richards Wealth ,, NZS ,, ITHAKA GROUP, with shared positions in $PWR, $APH, $FANG, $NOW, $AMT, $PGR. The full ranking of 25 similar funds is below.

#1Lord & Richards Wealth Management, LLCActive

Notable overlap · 15 shared positions

$PWR $APH $FANG $NOW $AMT $PGR

$114M

50 positions

#2NZS Capital, LLCActive

Notable overlap · 8 shared positions

$APH $PGR $PWR $UBER $SHOP $ISRG

$3.0B

58 positions

#3ITHAKA GROUP LLCActive

Notable overlap · 7 shared positions

$NOW $AMD $UBER $APH $CRWD $SHOP

$482M

38 positions

#4RPG Investment Advisory, LLCPassive

Notable overlap · 6 shared positions

$PWR $AMD $FANG $NOW $CRWD $ISRG

$829M

92 positions

#5Sunstone Asset Management, L.P.Passive

Notable overlap · 5 shared positions

$ABNB $AMD $APH $AMT $SHOP

$85M

61 positions

#6Sandhill Capital Partners LLCActive

Notable overlap · 6 shared positions

$NOW $APH $UBER $ISRG $SCHW $LIN

$1.2B

95 positions

#7ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 7 shared positions

$AMD $UBER $PWR $CRWD $SHOP $NOW

$3.5B

110 positions

#8POLEN CAPITAL MANAGEMENT LLCActive

Notable overlap · 6 shared positions

$NOW $ABNB $UBER $SHOP $ACN $ISRG

$14.5B

221 positions

#9Signal Advisors Wealth, LLCPassive

Notable overlap · 11 shared positions

$PWR $ABNB $FANG $NOW $APH $AMT

$1.5B

582 positions

#10LYELL WEALTH MANAGEMENT, LPPassive

Notable overlap · 7 shared positions

$APH $PWR $AMD $SHOP $UBER $ISRG

$1.4B

216 positions

#11Second Line Capital, LLCActive

Notable overlap · 9 shared positions

$PWR $FANG $CHE $AMT $APH $PGR

$528M

185 positions

#12Employees Provident Fund BoardActive

Notable overlap · 6 shared positions

$NOW $PWR $UBER $CRWD $ISRG $NEE

$13.2B

70 positions

#13KELLY LAWRENCE W & ASSOCIATES INC/CAActive

Notable overlap · 6 shared positions

$NOW $BR $AMD $ROP $SCHW $NEE

$360M

124 positions

#14Boothe Investment Group, Inc.Active

Notable overlap · 5 shared positions

$NOW $AMD $UBER $CRWD $NEE

$311M

40 positions

#15CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$PWR $APH $ISRG $MSI $LIN

$405M

73 positions

#16Port Capital LLCActive

Some overlap · 4 shared positions

$APH $CPRT $PGR $LIN

$2.2B

82 positions

#17Broadleaf Partners, LLCActive

Some overlap · 5 shared positions

$PWR $UBER $NOW $SHOP $ISRG

$429M

84 positions

#18Alamar Capital Management, LLCPassive

Some overlap · 5 shared positions

$APH $PGR $ABNB $ISRG $NOW

$164M

84 positions

#19Mendel Money ManagementPassive

Some overlap · 6 shared positions

$PWR $APH $UBER $NOW $ACN $LIN

$239M

137 positions

#20CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 5 shared positions

$CPRT $AMD $AMT $NEE $SCHW

$180M

58 positions

#21AKRE CAPITAL MANAGEMENT LLCSmart money

Some overlap · 5 shared positions

$CPRT $ABNB $NOW $ROP $AMT

$6.1B

20 positions

#22JLB & ASSOCIATES INCPassive

Some overlap · 4 shared positions

$APH $PGR $CPRT $ACN

$696M

70 positions

#23Terra Alpha Investments LLC

Some overlap · 4 shared positions

$PWR $NOW $AMD $ACN

$98M

32 positions

#24Suncoast Equity ManagementActive

Some overlap · 6 shared positions

$ABNB $NOW $APH $UBER $BR $ACN

$833M

101 positions

#25AMI ASSET MANAGEMENT CORPActive

Some overlap · 4 shared positions

$PWR $NOW $CRWD $SCHW

$1.6B

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.