13F Pro

Hedge Funds Similar to REICON WEALTH ADVISORS

13F Portfolio OverlapQ2 2026REICON WEALTH ADVISORS portfolio →
Institutional-grade research for retail investors

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
$293M
38 positions
#3PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive
Slight overlap · 3 shared positions
$BXSL$ARCC$MSDL
$371M
544 positions
#4OLD SECOND NATIONAL BANK OF AURORAPassive
Slight overlap · 3 shared positions
$BXSL$ARCC$MS
$530M
275 positions
#5Generali Asset Management SPA SGRPassive
Slight overlap · 3 shared positions
$BXSL$ARCC$MS
$5.5B
526 positions
#6Whipplewood Advisors, LLCPassive
Slight overlap · 3 shared positions
$BXSL$ARCC$MCD
$149M
636 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
151 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

Compare REICON WEALTH ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View REICON WEALTH ADVISORS’s holdings

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.