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Hedge Funds Similar to Reliant Wealth Planning

13F Portfolio OverlapQ2 2026Reliant Wealth Planning portfolio →
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Most similar hedge funds by 13F overlap

Reliant Wealth Planning is an institutional investor managing $364M across 54 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 Reliant Wealth Planning are M Wealth, KALEIDOSCOPE, Cushing Partners, with shared positions in $IAUM, $IBIT, $OUNZ, $ETH, $BTC, $ETHA. The full ranking of 25 similar funds is below.

#1M Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAUM$IBIT$OUNZ
$127M
57 positions
#2KALEIDOSCOPE CAPITAL LPSmart money
Notable overlap · 4 shared positions
$ETH$BTC$IBIT$ETHA
$271M
16 positions
#3Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$BTC$IAUM$IAU
$145M
99 positions
#4ATX Financial Planning, LLCActive
Notable overlap · 4 shared positions
$BTC$ETH$IAU$IBIT
$151M
83 positions
#5Upper Left Wealth Management, LLCActive
Notable overlap · 4 shared positions
$BTC$IAUM$IAU$IBIT
$180M
73 positions
#6Verde Capital ManagementActive
Some overlap · 3 shared positions
$BTC$ETH$IBIT
$541M
80 positions
#7Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAUM$IAU$ETH
$462M
303 positions
#8Graetz Wealth LLCActive
Some overlap · 3 shared positions
$ETH$IBIT$IAU
$125M
84 positions
#9Sloy Dahl & Holst, LLCSmart money
Some overlap · 5 shared positions
$BTC$ETH$ETHA$OUNZ$IBIT
$811M
122 positions
#10Sankala Group LLCPassive
Some overlap · 3 shared positions
$IAUM$IAU$BTC
$150M
631 positions
#11TME FINANCIAL, INC.Active
Some overlap · 3 shared positions
$BTC$IAU$IBIT
$162M
70 positions
#12AlTi Global, Inc.Active
Some overlap · 3 shared positions
$IAUM$IAU$IBIT
$4.8B
505 positions
#13RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$IAUM$BTC$ETH
$407M
53 positions
#14Archer Investment Management, LLCActive
Some overlap · 3 shared positions
$IAU$IAUM$IBIT
$293M
110 positions
#15ALTERNA WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$IAU$IBIT$BTC
$174M
109 positions
#16Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$ETHA
$240M
74 positions
#17DWM Financial Group, Inc.Active
Some overlap · 3 shared positions
$IAU$IBIT$ETHA
$112M
40 positions
#18Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$OUNZ
$955M
337 positions
#19Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$IAU$IBIT$ETH$ETHA
$166M
570 positions
#20NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$IBIT$IAUM
$270M
74 positions
#21Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$BTC
$624M
156 positions
#22Compass Financial Group, Inc. (Ohio)Active
Some overlap · 3 shared positions
$IAU$IBIT$ETHA
$150M
48 positions
#23Pachira Investments Inc.Active
Some overlap · 3 shared positions
$IAU$IBIT$ETH
$265M
78 positions
#24MATAURO, LLCActive
Some overlap · 4 shared positions
$BTC$ETH$IBIT$OUNZ
$756M
158 positions
#25Avid Wealth Partners LLCActive
Some overlap · 3 shared positions
$IBIT$IAU$ETH
$207M
77 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.