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 Rede Wealth

13F Portfolio OverlapQ2 2026Rede Wealth portfolio →

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Most similar hedge funds by 13F overlap

Rede Wealth, LLC is an institutional investor managing $302M across 117 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 Rede Wealth are Partners in Financial Planning, LEDERER & ASSOCIATES INVESTMENT COUNSEL, OF VIRGINIA, with shared positions in $GLW, $MCD, $NSC, $CSX, $TFC, $UNP. The full ranking of 25 similar funds is below.

#1Partners in Financial PlanningActive

Slight overlap · 6 shared positions

$GLW $MCD $NSC $CSX $TFC $UNP

$660M

131 positions

#2LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Slight overlap · 6 shared positions

$GLW $MCD $BLK $CB $ADP $UNP

$152M

84 positions

#3TRUST CO OF VIRGINIA /VAPassive

Slight overlap · 6 shared positions

$GLW $NSC $BLK $CSX $CB $ADP

$1.3B

226 positions

#4FAYEZ SAROFIM & CO

Slight overlap · 6 shared positions

$MCD $ASML $EPD $BLK $CB $ADP

$42.5B

300 positions

#5Partnership Wealth Management, LLCActive

Slight overlap · 5 shared positions

$GLW $MCD $NSC $ADP $T

$148M

67 positions

#6TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive

Slight overlap · 4 shared positions

$GLW $COIN $MCD $ADP

$312M

195 positions

#7Pinnacle West Asset Management, Inc.Passive

Slight overlap · 6 shared positions

$MCD $EPD $NSC $BLK $ADP $UNP

$145M

104 positions

#8Lineweaver Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$GLW $MCD $ASML $BLK

$845M

182 positions

#9CONNING INC.Passive

Slight overlap · 5 shared positions

$GLW $MCD $BLK $ADP $UNP

$3.3B

327 positions

#10Kennebec Savings BankPassive

Slight overlap · 5 shared positions

$GLW $MCD $CB $ADP $UNP

$125M

284 positions

#11Boit C F DavidPassive

Slight overlap · 5 shared positions

$GLW $MCD $CB $ADP $UNP

$238M

85 positions

#12CONSOLIDATED CAPITAL MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$GLW $COIN $ASML $UNP

$375M

72 positions

#13Northstar Group, Inc.Active

Slight overlap · 6 shared positions

$MCD $GLW $CSX $CB $ADP $UNP

$777M

168 positions

#14Cottage Street Advisors LLCPassive

Slight overlap · 5 shared positions

$GLW $NSC $BLK $CSX $UNP

$259M

149 positions

#15Jackson, Grant Investment Advisers, Inc.Passive

Slight overlap · 4 shared positions

$GLW $MCD $ASML $T

$322M

421 positions

#16Tower Wealth Partners, Inc.Active

Slight overlap · 4 shared positions

$GLW $MCD $ASML $T

$203M

101 positions

#17Lincoln Capital LLCActive

Slight overlap · 5 shared positions

$GLW $MCD $BLK $CB $UNP

$562M

137 positions

#18VALICENTI ADVISORY SERVICES INCActive

Slight overlap · 4 shared positions

$GLW $MCD $ASML $UNP

$530M

83 positions

#19WEST PACES ADVISORS INC.Passive

Slight overlap · 4 shared positions

$GLW $MCD $NSC $CSX

$596M

765 positions

#20Harold Davidson & Associates Inc.Active

Slight overlap · 4 shared positions

$GLW $MCD $NSC $CB

$231M

59 positions

#21Taylor Financial Group, Inc.Active

Slight overlap · 5 shared positions

$GLW $NSC $CSX $T $TFC

$182M

103 positions

#22Pathway Financial Advisers, LLCPassive

Slight overlap · 4 shared positions

$GLW $MCD $EPD $UNP

$397M

167 positions

#23Blue Edge Capital, LLC

Slight overlap · 4 shared positions

$GLW $MCD $NSC $BLK

$833M

137 positions

#24CGN Advisors LLCPassive

Slight overlap · 4 shared positions

$GLW $MCD $BLK $CSX

$1.4B

322 positions

#25Impact Capital Partners LLCPassive

Slight overlap · 6 shared positions

$MCD $BLK $CSX $CB $ADP $UNP

$367M

283 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.