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Hedge Funds Similar to Golden Reserve Retirement

13F Portfolio OverlapQ2 2026Golden Reserve Retirement portfolio →
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Most similar hedge funds by 13F overlap

Golden Reserve Retirement LLC is an institutional investor managing $635M across 112 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 Golden Reserve Retirement are Brown Financial Advisors, VCI Wealth, ALBION FINANCIAL GROUP, with shared positions in $APH, $MS, $ABT, $MCD, $C. The full ranking of 25 similar funds is below.

#1Brown Financial AdvisorsPassive
Slight overlap · 4 shared positions
$APH$MS$ABT$MCD
$286M
212 positions
#2VCI Wealth Management LLCPassive
Slight overlap · 4 shared positions
$APH$MS$ABT$C
$399M
99 positions
#3ALBION FINANCIAL GROUP /UTPassive
Slight overlap · 4 shared positions
$APH$MS$MCD$C
$1.7B
652 positions
#4B. Metzler seel. Sohn & Co. AGActive
Slight overlap · 4 shared positions
$APH$ABT$MCD$C
$11.6B
709 positions
#5GreatBanc Trust COSmart money
Slight overlap · 4 shared positions
$APH$ABT$MCD$C
$161M
70 positions
#6CULBERTSON A N & CO INCActive
Slight overlap · 4 shared positions
$MS$ABT$MCD$C
$859M
140 positions
#7Capital Analysts, LLCPassive
Slight overlap · 4 shared positions
$MS$ABT$MCD$C
$4.3B
1,536 positions
#8Sherman Asset Management, Inc.Active
Slight overlap · 4 shared positions
$MS$MCD$C$ABT
$129M
136 positions
#9FIRST INTERSTATE BANKActive
Slight overlap · 4 shared positions
$ABT$MCD$C$APH
$1.9B
196 positions
#10HALL LAURIE J TRUSTEEPassive
Slight overlap · 3 shared positions
$APH$MS$ABT
$322M
103 positions
#11Consolidated Planning CorpActive
Slight overlap · 3 shared positions
$APH$MS$ABT
$742M
159 positions
#12Wealth Science Advisors LLCActive
Slight overlap · 3 shared positions
$APH$MS$ABT
$225M
97 positions
#13Palisades Hudson Asset Management, L.P.Active
Slight overlap · 3 shared positions
$APH$MS$ABT
$286M
108 positions
#14BDF-GESTIONActive
Slight overlap · 3 shared positions
$APH$MS$ABT
$747M
143 positions
#15FIDUCIARY TRUST COActive
Slight overlap · 3 shared positions
$APH$MS$ABT
$9.2B
892 positions
#16Signet Private Wealth LLCPassive
Slight overlap · 3 shared positions
$APH$MS$MCD
$125M
127 positions
#17Paladin Wealth, LLCPassive
Slight overlap · 3 shared positions
$APH$MS$MCD
$172M
134 positions
#18Mattson Financial Services, LLCPassive
Slight overlap · 3 shared positions
$APH$MS$MCD
$478M
235 positions
#19Gradient Investments LLCPassive
Slight overlap · 3 shared positions
$APH$MS$MCD
$7.2B
448 positions
#20Dai-ichi Life Insurance Company, LtdPassive
Slight overlap · 3 shared positions
$APH$MS$MCD
$4.3B
470 positions
#21Vanguard Capital Wealth AdvisorsPassive
Slight overlap · 3 shared positions
$APH$MS$MCD
$148M
132 positions
#22Orange Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$APH$MS$MCD
$823M
143 positions
#23UMB Bank, n.a.Passive
Slight overlap · 3 shared positions
$APH$MS$MCD
$7.9B
2,303 positions
#24HOWE & RUSLING INCPassive
Slight overlap · 3 shared positions
$APH$MS$MCD
$1.7B
479 positions
#25ARROW FINANCIAL CORPActive
Slight overlap · 3 shared positions
$APH$MS$MCD
$1.1B
162 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.