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Hedge Funds Similar to RETIREMENT FINANCIAL SOLUTIONS

13F Portfolio OverlapQ2 2026RETIREMENT FINANCIAL SOLUTIONS portfolio →
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Most similar hedge funds by 13F overlap

RETIREMENT FINANCIAL SOLUTIONS, LLC is an institutional investor managing $407M across 53 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 FINANCIAL SOLUTIONS are Reliant Wealth Planning, Pasadena Private Wealth, Fielder Group, with shared positions in $IAUM, $BTC, $ETH, $BPRE, $SIVR, $TXN. The full ranking of 4 similar funds is below.

#1Reliant Wealth PlanningSmart money
Some overlap · 3 shared positions
$IAUM$BTC$ETH
$364M
54 positions
#2Pasadena Private Wealth, LLCActive
Some overlap · 3 shared positions
$BTC$ETH$BPRE
$786M
309 positions
#3Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAUM$ETH$SIVR
$462M
303 positions
#4Betterment LLCActive
Slight overlap · 4 shared positions
$BTC$ETH$TXN$SIVR
$59.1B
675 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.