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Hedge Funds Similar to Retirement Solution

13F Portfolio OverlapQ3 2026Retirement Solution portfolio →
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Most similar hedge funds by 13F overlap

Retirement Solution LLC is an institutional investor managing $526M across 80 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Retirement Solution are Gould, SUMMITRY, Slagle Financial, with shared positions in $SBUX, $AES, $NLY, $LOW, $GLW, $PM. The full ranking of 25 similar funds is below.

#1Gould Capital, LLCPassive
Some overlap · 3 shared positions
$SBUX$AES$NLY
$179M
217 positions
#2SUMMITRY LLCPassive
Some overlap · 3 shared positions
$SBUX$LOW$GLW
$3.0B
340 positions
#3Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$LOW$SBUX$PM$NLY$MO
$334M
127 positions
#4CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$SBUX$LOW$MSI
$1.3B
99 positions
#5LONDON CO OF VIRGINIAActive
Some overlap · 6 shared positions
$LOW$SBUX$GLW$PM$KEYS$MO
$17.5B
169 positions
#6PARK CIRCLE CoActive
Some overlap · 4 shared positions
$SBUX$PM$NLY$MO
$117M
53 positions
#7MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$SBUX$GLW$BA$PLTR
$138M
62 positions
#8Juno Financial Group LLCActive
Some overlap · 5 shared positions
$LOW$GLW$PM$BA$MO
$286M
72 positions
#9Smith Partners Wealth Management, LLCActive
Some overlap · 4 shared positions
$LOW$GLW$PM$MO
$126M
73 positions
#10William Allan CorpActive
Some overlap · 3 shared positions
$SBUX$LOW$CTAS
$199M
65 positions
#11Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$SBUX$LOW$PM$BA
$147M
61 positions
#12Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$LOW$CDNS$PLTR
$917M
38 positions
#13GUERRA PAN ADVISORS, LLCPassive
Some overlap · 3 shared positions
$CDNS$GLW$BA
$176M
113 positions
#14FAGAN ASSOCIATES, INC.Active
Some overlap · 4 shared positions
$LOW$BA$PLTR$SBUX
$861M
139 positions
#15Veratis Advisors, Inc.Active
Some overlap · 3 shared positions
$LOW$SBUX$PM
$141M
84 positions
#16BELLEVUE ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SBUX$PM$MO
$217M
578 positions
#17Seneschal Advisors, LLCActive
Some overlap · 3 shared positions
$SBUX$BA$PLTR
$146M
596 positions
#18Skyline Advisors, Inc.Active
Some overlap · 5 shared positions
$SBUX$PM$BA$MO$NOK
$319M
123 positions
#19Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$LOW$SBUX$GLW
$542M
162 positions
#20LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$CDNS$LOW$PM
$316M
55 positions
#21Capital Research Global InvestorsActive
Some overlap · 4 shared positions
$SBUX$GLW$PM$MO
$716.9B
426 positions
#22ENZI WEALTHSmart money
Some overlap · 4 shared positions
$CDNS$PM$PLTR$MO
$334M
83 positions
#23AMG National Trust BankActive
Some overlap · 3 shared positions
$LOW$GLW$HRL
$4.9B
444 positions
#24Walker Asset Management, LLCActive
Some overlap · 4 shared positions
$SBUX$GLW$PM$MO
$197M
149 positions
#25Kercheville Advisors, LLCPassive
Some overlap · 4 shared positions
$SBUX$MPLX$GLW$PLTR
$361M
119 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.