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Hedge Funds Similar to RETIREMITTEN FINANCIAL

13F Portfolio OverlapQ1 2026RETIREMITTEN FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

RETIREMITTEN FINANCIAL LLC is an institutional investor managing $207M across 184 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 RETIREMITTEN FINANCIAL are Forum Private Client Group, Piedmont ,, Martel Wealth Advisors, with shared positions in $KKR, $USB, $CMI, $DHR, $SCHW, $MAR. The full ranking of 25 similar funds is below.

#1Forum Private Client Group LLCActive
Notable overlap · 4 shared positions
$KKR$USB$CMI$DHR
$300M
80 positions
#2Piedmont Capital Management, LLCActive
Notable overlap · 3 shared positions
$KKR$USB$SCHW
$197M
50 positions
#3Martel Wealth Advisors IncSmart money
Notable overlap · 4 shared positions
$KKR$SCHW$MAR$UNIT
$587M
73 positions
#4ACT WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$KKR$SCHW$DIA
$298M
62 positions
#5SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$KKR$USB$SCHW$MAR$UNIT
$272M
554 positions
#6Buska Wealth Management, LLCActive
Notable overlap · 3 shared positions
$KKR$USB$XEL
$249M
74 positions
#7Gross & Hartman Investments LLCSmart money
Notable overlap · 3 shared positions
$KKR$GMM$MAR
$192M
72 positions
#8truNorth Financial Services, Inc.Active
Notable overlap · 3 shared positions
$KKR$DIA$UNIT
$97M
49 positions
#9Wolff Financial Management LLCActive
Notable overlap · 4 shared positions
$KKR$GMM$MAR$UNIT
$453M
103 positions
#10White Lighthouse Investment Management Inc.Active
Notable overlap · 6 shared positions
$KKR$USB$SCHW$MAR$DHR$UNIT
$721M
145 positions
#11Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 4 shared positions
$KKR$USB$SCHW$DHR
$462M
228 positions
#12Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$KKR$USB$SCHW
$236M
81 positions
#13Juno Financial Group LLCActive
Notable overlap · 4 shared positions
$KKR$CMI$SCHW$DHR
$255M
70 positions
#14Sherman Wealth Management LLCPassive
Notable overlap · 4 shared positions
$KKR$GMM$DIA$UNIT
$116M
80 positions
#15One Day In July LLCActive
Notable overlap · 4 shared positions
$KKR$SCHW$MAR$UNIT
$1.2B
153 positions
#16Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$KKR$USB$MAR$HSY
$320M
972 positions
#17HOWARD WEALTH MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$KKR$SCHW$DIA$MAR$DHR$HSY
$238M
142 positions
#18VSM Wealth Advisory, LLCPassive
Notable overlap · 5 shared positions
$KKR$SCHW$MAR$UNIT$HSY
$335M
505 positions
#19Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$KKR$SCHW$DHR
$90M
65 positions
#20Berkeley Capital Partners, LLCActive
Notable overlap · 3 shared positions
$KKR$USB$MAR
$431M
184 positions
#21DAGCO, INC.Passive
Notable overlap · 3 shared positions
$KKR$MAR$DHR
$461M
353 positions
#22Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$KKR$USB$DIA
$341M
64 positions
#23Employees' Retirement Fund of the City of Fort WorthActive
Notable overlap · 3 shared positions
$KKR$SCHW$UNIT
$230M
21 positions
#24Financial Perspectives, IncPassive
Some overlap · 3 shared positions
$KKR$USB$MAR
$358M
716 positions
#25Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$KKR$USB$SCHW$UNIT
$365M
111 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.