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Hedge Funds Similar to RDA Financial Network

13F Portfolio OverlapQ2 2026RDA Financial Network portfolio →
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Most similar hedge funds by 13F overlap

RDA Financial Network is an institutional investor managing $459M across 286 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 RDA Financial Network are STRATEGIC PLANNING GROUP, Faithward Advisors, GUERRA PAN ADVISORS, with shared positions in $ASML, $ANET, $VRTX, $ISRG, $TJX, $PGR. The full ranking of 25 similar funds is below.

#1STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 6 shared positions
$ASML$ANET$VRTX$ISRG$TJX$PGR
$918M
75 positions
#2Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$ASML$ANET$NET$OUNZ$CRWD
$819M
339 positions
#3GUERRA PAN ADVISORS, LLCPassive
Some overlap · 6 shared positions
$ASML$ANET$CRWD$ISRG$TDG$NOW
$179M
118 positions
#4EDGEWOOD MANAGEMENT LLCActive
Some overlap · 6 shared positions
$ASML$VRTX$ISRG$AXON$TDG$SNPS
$9.7B
90 positions
#5Murphy & Mullick Capital Management CorpPassive
Some overlap · 6 shared positions
$ASML$VRTX$CRWD$ISRG$AXON$WM
$161M
666 positions
#6Sunstone Asset Management, L.P.Passive
Some overlap · 5 shared positions
$ASML$ANET$NET$SNPS$NOW
$92M
57 positions
#7Paragon Advisors, LLCActive
Some overlap · 6 shared positions
$ASML$ANET$CRWD$NET$NOW$PGR
$476M
77 positions
#8Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$ANET$ASML$VRTX$CRWD$TJX$NOW
$115M
89 positions
#9CIM, LLCPassive
Some overlap · 5 shared positions
$ASML$ANET$ISRG$PGR$SNPS
$773M
171 positions
#10Alaethes Wealth, LLCPassive
Some overlap · 5 shared positions
$ASML$ANET$CRWD$VRTX$TDG
$345M
111 positions
#11Slow Capital, Inc.Active
Some overlap · 7 shared positions
$NET$ISRG$ASML$CRWD$VRTX$TJX
$857M
111 positions
#12Biondo Investment Advisors, LLCActive
Some overlap · 5 shared positions
$ASML$VRTX$ISRG$MCD$NOW
$817M
89 positions
#13Dogwood Wealth Management LLCPassive
Some overlap · 11 shared positions
$OUNZ$WELL$CRWD$ASML$ANET$NOW
$253M
851 positions
#14Destination Wealth ManagementPassive
Some overlap · 6 shared positions
$ASML$ISRG$WM$TJX$PFE$MCD
$4.3B
344 positions
#15Boomfish Wealth Group, LLCPassive
Some overlap · 3 shared positions
$ASML$ANET$VRTX
$220M
95 positions
#16SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$ASML$NET$ISRG$AXON
$26.9B
71 positions
#17Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$ASML$ANET$ISRG$TJX$SNPS
$345M
576 positions
#18NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$ASML$ISRG$WM$TJX$MCD
$2.7B
200 positions
#19SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 7 shared positions
$ANET$ISRG$CRWD$VRTX$TJX$TDG
$2.1B
218 positions
#20Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$ASML$CRWD$WM$WELL$TJX
$1.6B
184 positions
#21Snider Financial GroupPassive
Some overlap · 5 shared positions
$ANET$NET$ASML$CRWD$TDG
$393M
103 positions
#22TCW GROUP INCActive
Some overlap · 5 shared positions
$ASML$ANET$WELL$ISRG$NOW
$14.9B
640 positions
#23Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 5 shared positions
$VRTX$NET$ASML$ISRG$WELL
$664M
143 positions
#24Synergy Financial Group, LTDPassive
Some overlap · 6 shared positions
$ANET$ASML$CRWD$NET$AXON$NOW
$139M
119 positions
#25LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 4 shared positions
$ASML$ISRG$NET$WM
$1.6B
232 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.