Hedge Funds Similar to REGIMEN WEALTH

13F Portfolio OverlapQ2 2026REGIMEN WEALTH portfolio →

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Most similar hedge funds by 13F overlap

REGIMEN WEALTH, LLC is an institutional investor managing $371M across 76 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 REGIMEN WEALTH are KITCHING PARTNERS, McIlrath & Eck, LFA - Lugano Financial Advisors SA, with shared positions in $SNPS, $IAU, $AXP, $MCD. The full ranking of 25 similar funds is below.

#1KITCHING PARTNERS, LLCActive

Substantial overlap · 3 shared positions

$SNPS $IAU $AXP

$116M

40 positions

#2McIlrath & Eck, LLC

Notable overlap · 3 shared positions

$SNPS $AXP $MCD

$1.3B

1,645 positions

#3LFA - Lugano Financial Advisors SAActive

Some overlap · 3 shared positions

$SNPS $IAU $MCD

$166M

274 positions

#4Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$SNPS $MCD $AXP

$358M

74 positions

#5SAGE RHINO CAPITAL LLCPassive

Some overlap · 3 shared positions

$SNPS $IAU $AXP

$617M

385 positions

#6Midway Capital Research & ManagementActive

Some overlap · 3 shared positions

$SNPS $AXP $MCD

$126M

114 positions

#7Stablepoint Partners, LLCPassive

Some overlap · 3 shared positions

$SNPS $IAU $MCD

$723M

260 positions

#8Yoffe Investment Management, LLCPassive

Some overlap · 3 shared positions

$SNPS $AXP $MCD

$87M

113 positions

#9Arrowroot Family Office, LLCPassive

Slight overlap · 3 shared positions

$SNPS $IAU $MCD

$349M

174 positions

#10ALLIANZ SEActive

Slight overlap · 3 shared positions

$IAU $SNPS $AXP

$9.5B

519 positions

#11Ackerman Capital Advisors, LLCActive

Slight overlap · 3 shared positions

$IAU $SNPS $MCD

$497M

120 positions

#12Stonebridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$1.3B

275 positions

#13Signet Investment Advisory Group, Inc.Passive

Slight overlap · 3 shared positions

$227M

73 positions

#14CHATHAM CAPITAL GROUP, INC.Passive

Slight overlap · 3 shared positions

$783M

200 positions

#15Alhambra Investment Partners LLCPassive

Slight overlap · 3 shared positions

$229M

182 positions

#16Weil Company, Inc.Passive

Slight overlap · 3 shared positions

$568M

133 positions

#17BLUEDOOR PRIVATE WEALTH, LLCPassive

Slight overlap · 3 shared positions

$238M

164 positions

#18FINANCIAL MANAGEMENT NETWORK INCPassive

Slight overlap · 3 shared positions

$697M

211 positions

#19CPA Asset Management LLCActive

Slight overlap · 3 shared positions

$347M

97 positions

#20NavPoint Financial, Inc.Active

Slight overlap · 3 shared positions

$270M

74 positions

#21JACOBS & CO/CAPassive

Slight overlap · 3 shared positions

$SNPS $AXP $MCD

$1.2B

134 positions

#22CJM Wealth Advisers, Ltd.Smart money

Slight overlap · 3 shared positions

$381M

78 positions

#23Bradley & Co. Private Wealth Management, LLCActive

Slight overlap · 3 shared positions

$210M

221 positions

#24Perigon Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$6.4B

1,435 positions

#25Sumitomo Mitsui DS Asset Management Company, LtdActive

Slight overlap · 3 shared positions

$SNPS $AXP $MCD

$14.5B

767 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.