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 RED REEF ADVISORS

13F Portfolio OverlapQ2 2026RED REEF ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RED REEF ADVISORS LLC is an institutional investor managing $108M across 183 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 RED REEF ADVISORS are Forefront Wealth Partners, ACORN FINANCIAL ADVISORY SERVICES, Quantum Private Wealth, with shared positions in $IBIT, $CRWD, $CRM, $MRVL, $ANET, $PLTR. The full ranking of 25 similar funds is below.

#1Forefront Wealth Partners, LLCPassive

Notable overlap · 8 shared positions

$IBIT $CRWD $CRM $MRVL $ANET $PLTR

$323M

177 positions

#2ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 5 shared positions

$DELL $IBIT $MRVL $ETN $PLTR

$753M

223 positions

#3Quantum Private Wealth, LLCPassive

Some overlap · 6 shared positions

$DELL $CRWD $MRVL $TSHA $PLTR $NOW

$391M

164 positions

#4Bulltick Wealth Management, LLCPassive

Some overlap · 5 shared positions

$DELL $IBIT $CRM $PLTR $NOW

$490M

134 positions

#5Triton Financial Group IncPassive

Some overlap · 4 shared positions

$DELL $CRWD $MRVL $DOV

$174M

99 positions

#6Everest Financial Group LLCPassive

Some overlap · 7 shared positions

$CRWD $DELL $ETN $CRM $NOW $MRVL

$738M

208 positions

#7Robbins FarleyPassive

Some overlap · 4 shared positions

$DELL $CRWD $ETN $ANET

$262M

158 positions

#8HARTLINE INVESTMENT CORP/Active

Some overlap · 6 shared positions

$DELL $MRVL $PLTR $ETN $MS $NOW

$1.1B

115 positions

#9Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$DELL $MRVL $ANET $CRWD $PLTR $CRWV

$147M

69 positions

#10Newbridge Financial Services Group, Inc.Passive

Some overlap · 6 shared positions

$CRWD $MRVL $PLTR $CRWV $NOW $DELL

$868M

1,314 positions

#11Avalon Global Asset Management LLCActive

Some overlap · 5 shared positions

$CRWD $MRVL $ETN $PLTR $NOW

$917M

38 positions

#12Retireful, LLCPassive

Some overlap · 4 shared positions

$DELL $CRWD $MRVL $ANET

$116M

86 positions

#13RHODES INVESTMENT ADVISORS INC /ADVPassive

Some overlap · 5 shared positions

$DELL $CRWD $PLTR $BLK $NOW

$141M

124 positions

#14Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$DELL $CRWD $ANET $MS

$169M

77 positions

#15Asio Capital, LLCActive

Some overlap · 5 shared positions

$CRWD $DELL $ANET $COF $MS

$816M

131 positions

#16PATHWAY WEALTH MANAGEMENT LLCSmart money

Some overlap · 8 shared positions

$CRWD $MRVL $ETN $ANET $CRWV $PLTR

$150M

30 positions

#17Meadowbrook Wealth Management, LLCPassive

Some overlap · 6 shared positions

$CRWD $PLTR $CRWV $ETN $COF $MRVL

$95M

72 positions

#18SACKS & ASSOCIATES, LLCPassive

Some overlap · 4 shared positions

$DELL $CRWD $IBIT $ETN

$143M

79 positions

#19First Washington CORPActive

Some overlap · 4 shared positions

$CRWD $MRVL $ETN $ANET

$418M

51 positions

#20Trifecta Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$CRWD $ETN $PLTR $BLK $MS

$808M

315 positions

#21Odyssey Capital Advisors, Inc.Passive

Some overlap · 6 shared positions

$CRWD $ETN $ANET $NOW $MS $MRVL

$140M

100 positions

#22Gunderson Capital Management Inc.Active

Some overlap · 4 shared positions

$DELL $MRVL $ANET $CRWV

$359M

54 positions

#23Kessler Investment Group, LLCPassive

Some overlap · 5 shared positions

$CRWD $CRM $ANET $PLTR $NOW

$207M

82 positions

#24Left Brain Wealth Management, LLCPassive

Some overlap · 3 shared positions

$DELL $CRWD $ANET

$332M

99 positions

#25Cornerstone Select Advisors, LLCPassive

Some overlap · 4 shared positions

$DELL $CRWD $ANET $PLTR

$238M

149 positions

Compare RED REEF ADVISORS’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 RED REEF ADVISORS’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.