How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to RETIREMENT INCOME SOLUTIONS

13F Portfolio OverlapQ2 2026RETIREMENT INCOME SOLUTIONS portfolio →

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Most similar hedge funds by 13F overlap

RETIREMENT INCOME SOLUTIONS, INC is an institutional investor managing $581M across 172 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 INCOME SOLUTIONS are Henderson Brothers Financial Partners, Compass Wealth, Cedar Point Partners, with shared positions in $GLDM, $MDY, $IAU, $NEE, $STT, $PLTR. The full ranking of 25 similar funds is below.

#1Henderson Brothers Financial Partners, LLCActive

Notable overlap · 4 shared positions

$GLDM $MDY $IAU $NEE

$211M

77 positions

#2Compass Wealth Management, LLC/GAActive

Notable overlap · 5 shared positions

$GLDM $STT $IAU $PLTR $SO

$251M

74 positions

#3Cedar Point Capital Partners, LLCActive

Notable overlap · 4 shared positions

$GLDM $STT $LNT $NEE

$174M

77 positions

#4Cassaday & Co Wealth Management LLCActive

Notable overlap · 4 shared positions

$GLDM $STT $MCD $ETN

$5.3B

1,313 positions

#53EDGE Asset Management, LPActive

Notable overlap · 4 shared positions

$GLDM $STT $MDY $IAU

$2.2B

94 positions

#6Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $STT $IAU

$180M

73 positions

#7Hudson Oak Wealth Advisory LLCActive

Notable overlap · 3 shared positions

$GLDM $STT $IAU

$130M

52 positions

#8RCW Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $STT $IAU

$112M

68 positions

#9Integrity Wealth Solutions LLCActive

Notable overlap · 5 shared positions

$GLDM $IAU $MDY $PLTR $NEE

$271M

129 positions

#10American Investment Services, Inc.Active

Notable overlap · 5 shared positions

$GLDM $IAU $AMGN $IRM $NEE

$473M

133 positions

#11CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $MDY $MCD

$296M

82 positions

#12NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$GLDM $IAU $PLTR $MCD

$270M

74 positions

#13PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 4 shared positions

$GLDM $IAU $ETN $MUFG

$374M

117 positions

#14Bangor Savings BankActive

Notable overlap · 4 shared positions

$GLDM $MCD $AMGN $NEE

$1.4B

543 positions

#15SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 5 shared positions

$GLDM $IAU $NEE $MCD $DTB

$762M

147 positions

#16SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $ETN

$222M

100 positions

#17Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $PLTR

$378M

224 positions

#18January Capital Advisors LLC

Notable overlap · 3 shared positions

$GLDM $IAU $AMGN

$120M

55 positions

#19Napier Financial, LLCActive

Notable overlap · 3 shared positions

$GLDM $MDY $MUFG

$480M

472 positions

#20NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$GLDM $IAU $MUFG

$838M

122 positions

#21Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $MUFG

$313M

107 positions

#22Aureum Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $MUFG

$161M

62 positions

#23Capital Planning Advisors, LLC

Notable overlap · 3 shared positions

$GLDM $ETN $NEE

$692M

146 positions

#24Cardinal Strategic Wealth GuidanceActive

Notable overlap · 3 shared positions

$GLDM $PLTR $NEE

$441M

67 positions

#25Forbes Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$GLDM $AMGN $SO

$186M

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.