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Hedge Funds Similar to REICON WEALTH ADVISORS

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

REICON WEALTH ADVISORS, LLC is an institutional investor managing $162M across 93 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 REICON WEALTH ADVISORS are ARES, Muzinich, PENSION & WEALTH ADVISORS, with shared positions in $BXSL, $ARCC, $MSDL, $MS, $MCD. The full ranking of 10 similar funds is below.

#1ARES MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$BXSL$ARCC$MSDL
$2.3B
44 positions
#2Muzinich & Co., Inc.Active
Slight overlap · 3 shared positions
$BXSL$ARCC$MSDL
$301M
23 positions
#3PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive
Slight overlap · 3 shared positions
$BXSL$ARCC$MSDL
$441M
1,346 positions
#4OLD SECOND NATIONAL BANK OF AURORAPassive
Slight overlap · 3 shared positions
$BXSL$ARCC$MS
$501M
276 positions
#5Generali Asset Management SPA SGRPassive
Slight overlap · 3 shared positions
$BXSL$ARCC$MS
$5.7B
504 positions
#6Whipplewood Advisors, LLCPassive
Slight overlap · 3 shared positions
$BXSL$ARCC$MCD
$148M
200 positions
#7AREX Capital Management, LP
Slight overlap · 3 shared positions
$BXSL$ARCC$MSDL
$61M
26 positions
#8Global Strategic Investment Solutions, LLCActive
Slight overlap · 3 shared positions
$BXSL$MS$MCD
$1.1B
153 positions
#9Stonebridge Financial Planning Group, LLCPassive
Slight overlap · 3 shared positions
$ARCC$MS$MCD
$314M
183 positions
#10DCM Advisors, LLCActive
Slight overlap · 3 shared positions
$MS$MCD$ARCC
$253M
38 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.