13F Pro

Hedge Funds Similar to RETIREMENT STRATEGIES

13F Portfolio OverlapQ2 2026RETIREMENT STRATEGIES portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RETIREMENT CAPITAL STRATEGIES is an institutional investor managing $288M across 68 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 RETIREMENT STRATEGIES are HFM Investment Advisors, SilverOak Wealth, SCS, with shared positions in $DOV, $MMM, $SOLV, $LPLA, $MDY, $ETN. The full ranking of 25 similar funds is below.

#1HFM Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$MMM$SOLV
$285M
1,293 positions
#2SilverOak Wealth Management LLCActive
Notable overlap · 3 shared positions
$MMM$DOV$SOLV
$777M
126 positions
#3SCS Capital Management LLCActive
Notable overlap · 3 shared positions
$DOV$LPLA$MDY
$10.6B
485 positions
#4PARSONS CAPITAL MANAGEMENT INC/RIPassive
Some overlap · 3 shared positions
$MMM$ETN$SOLV
$2.2B
525 positions
#5Blackston Financial Advisory Group, LLCActive
Some overlap · 3 shared positions
$DOV$MDY$MMM
$177M
106 positions
#6USAdvisors Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MMM$SOLV$DOV
$349M
144 positions
#7Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$ANET$ETN$MDY
$219M
129 positions
#8LVZ, Inc.Smart money
Some overlap · 3 shared positions
$ANET$ETN$DOV
$984M
177 positions
#9Front Row Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$ANET$ETN
$345M
576 positions
#10NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$MMM$ETN$MDY
$324M
194 positions
#11RED REEF ADVISORS LLCPassive
Some overlap · 3 shared positions
$ETN$ANET$DOV
$108M
183 positions
#12Ascension Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MMM$DOV$ETN
$356M
97 positions
#13OXFORD FINANCIAL GROUP, LTD. LLCActive
Some overlap · 3 shared positions
$DOV$ETN$MDY
$2.0B
296 positions
#14RMR Wealth BuildersActive
Some overlap · 3 shared positions
$MDY$ANET$MMM
$1.6B
316 positions
#15PENOBSCOT WEALTH MANAGEMENTActive
Slight overlap · 3 shared positions
$ETN$MMM$DOV
$374M
117 positions
#16Arvest Bank Trust DivisionActive
Slight overlap · 3 shared positions
$MDY$ANET$ETN
$2.1B
240 positions
#17SONATA CAPITAL GROUP INCActive
Slight overlap · 3 shared positions
$MDY$ETN$DOV
$310M
128 positions
#18NORTHWESTERN MUTUAL WEALTH MANAGEMENT COActive
Slight overlap · 3 shared positions
$MDY$DOV$ETN
$187.2B
4,085 positions
#19TruNorth Capital Management, LLCSmart money
Slight overlap · 3 shared positions
$MDY$ETN$DOV
$623M
123 positions
#20MAI Capital ManagementPassive
Slight overlap · 3 shared positions
$MDY$DOV$ETN
$26.6B
2,108 positions
#21Holistic Financial PartnersPassive
Slight overlap · 3 shared positions
$MDY$ANET$ETN
$164M
120 positions
#22FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$LPLA$MMM$MDY
$368M
166 positions
#23Clearstead Advisors, LLCPassive
Slight overlap · 3 shared positions
$DOV$ETN$MDY
$10.6B
3,662 positions
#24ZRC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$MDY$ETN$DOV
$334M
1,305 positions
#25Diversified Portfolios, Inc.Active
Slight overlap · 3 shared positions
$MDY$DOV$ETN
$1.4B
201 positions

Compare RETIREMENT STRATEGIES’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 RETIREMENT STRATEGIES’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.