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Hedge Funds Similar to RAFFA WEALTH

13F Portfolio OverlapQ2 2026RAFFA WEALTH portfolio →
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Most similar hedge funds by 13F overlap

RAFFA WEALTH MANAGEMENT, LLC is an institutional investor managing $793M across 1,591 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 RAFFA WEALTH are Archer Investment, EQ, Betterment, with shared positions in $MUFG, $DOV, $IAU, $ASML, $LOW, $DIS. The full ranking of 25 similar funds is below.

#1Archer Investment Management, LLCActive
Notable overlap · 3 shared positions
$MUFG$DOV$IAU
$293M
110 positions
#2EQ LLCActive
Notable overlap · 3 shared positions
$MUFG$IAU$ASML
$407M
87 positions
#3Betterment LLCActive
Notable overlap · 3 shared positions
$MUFG$DOV$IAU
$59.1B
675 positions
#4Equita Financial Network, Inc.Active
Some overlap · 4 shared positions
$MUFG$LOW$ASML$DIS
$360M
95 positions
#5Intergy Private Wealth, LLCActive
Some overlap · 3 shared positions
$MUFG$DOV$ASML
$433M
147 positions
#6HILLTOP WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$MUFG$ASML$DIS
$202M
74 positions
#7Impact Investors, IncPassive
Some overlap · 3 shared positions
$MUFG$IAU$ASML
$137M
88 positions
#8Permanens Capital L.P.Active
Some overlap · 4 shared positions
$MUFG$DOV$IAU$ASML
$972M
100 positions
#9Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$MUFG$DOV$IAU
$829M
163 positions
#10Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$MUFG$LOW$AMGN
$47.7B
212 positions
#11PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$MUFG$DOV$IAU
$374M
117 positions
#12ALESCO ADVISORS LLCActive
Some overlap · 4 shared positions
$MUFG$LOW$IAU$ASML
$4.4B
230 positions
#13TIAA TRUST, NATIONAL ASSOCIATIONActive
Slight overlap · 4 shared positions
$MUFG$LOW$AMGN$IAU
$1.7B
347 positions
#14TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCActive
Slight overlap · 3 shared positions
$MUFG$LOW$IAU
$29.1B
751 positions
#15Smart Portfolios, LLC
Slight overlap · 3 shared positions
$MUFG$AMGN$DIS
$100M
99 positions
#16Cornerstone Financial Management LLCPassive
Slight overlap · 3 shared positions
$MUFG$DOV$AMGN
$125M
1,471 positions
#17AUGUSTINE ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$MUFG$AMGN$ASML
$494M
121 positions
#18Asempa Wealth AdvisorsPassive
Slight overlap · 3 shared positions
$MUFG$IAU$DIS
$134M
119 positions
#19BURKETT FINANCIAL SERVICES, LLCActive
Slight overlap · 4 shared positions
$LOW$DOV$AMGN$IAU
$320M
266 positions
#20White Lighthouse Investment Management Inc.Active
Slight overlap · 4 shared positions
$MUFG$AMGN$IAU$ASML
$802M
151 positions
#21Modera Wealth Management, LLCActive
Slight overlap · 4 shared positions
$LOW$DOV$AMGN$ASML
$9.4B
650 positions
#22DMC Group, LLCPassive
Slight overlap · 4 shared positions
$MUFG$AMGN$IAU$ASML
$146M
128 positions
#23Empower Advisory Group, LLCActive
Slight overlap · 3 shared positions
$MUFG$IAU$DIS
$41.9B
532 positions
#24Wescott Financial Advisory Group, LLCActive
Slight overlap · 3 shared positions
$MUFG$IAU$DIS
$1.3B
200 positions
#25Andrews Advisory Associates, LLCActive
Slight overlap · 4 shared positions
$LOW$DOV$IAU$DIS
$208M
86 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.