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Hedge Funds Similar to Retirement Wealth Solutions

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

Retirement Wealth Solutions LLC is an institutional investor managing $189M across 907 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 Wealth Solutions are Novak & Powell Financial Services, JAMES INVESTMENT RESEARCH, Landing Point Financial Group, with shared positions in $IAU, $EVRG, $MCD, $PM, $QCOM, $URI. The full ranking of 25 similar funds is below.

#1Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$IAU$EVRG$MCD$PM$QCOM
$212M
171 positions
#2JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 4 shared positions
$IAU$URI$MCD$ASML
$936M
373 positions
#3Landing Point Financial Group, LLCActive
Some overlap · 4 shared positions
$IAU$URI$PH$QCOM
$294M
99 positions
#4Mosley Wealth ManagementPassive
Some overlap · 4 shared positions
$IAU$MCD$PM$PH
$343M
806 positions
#5MBA Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$MCD$PM$ASML
$297M
166 positions
#6FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 3 shared positions
$IAU$URI$MCD
$695M
209 positions
#7Dynasty Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$URI$PM$ASML
$13.5B
367 positions
#8Blossom Wealth ManagementActive
Some overlap · 4 shared positions
$IAU$MCD$QCOM$ASML
$71M
72 positions
#9Omnia Family Wealth, LLCSmart money
Some overlap · 4 shared positions
$IAU$MCD$PM$QCOM
$373M
103 positions
#10Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$URI$PM
$161M
189 positions
#11Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$URI$ASML
$819M
339 positions
#12Braun-Bostich & Associates Inc.Active
Some overlap · 4 shared positions
$IAU$PH$QCOM$ASML
$175M
135 positions
#13Alhambra Investment Partners LLCPassive
Some overlap · 4 shared positions
$IAU$MCD$PH$QCOM
$234M
184 positions
#14C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdActive
Some overlap · 3 shared positions
$IAU$MCD$PM
$2.0B
417 positions
#15Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$MCD$PM
$412M
181 positions
#16MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 3 shared positions
$IAU$MCD$PM
$130M
80 positions
#17TPG Advisors LLCActive
Some overlap · 3 shared positions
$IAU$MCD$PM
$187M
118 positions
#18Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$MCD$PH
$154M
96 positions
#19Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$MCD$PH
$163M
113 positions
#20Cypress Capital GroupPassive
Some overlap · 4 shared positions
$IAU$MCD$PM$ASML
$1.1B
314 positions
#21Security Financial Services, INC.Active
Some overlap · 3 shared positions
$IAU$MCD$PM
$721M
203 positions
#22JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$MCD$QCOM
$593M
122 positions
#23CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 3 shared positions
$IAU$MCD$QCOM
$777M
203 positions
#24West Wealth Group, LLCActive
Some overlap · 3 shared positions
$IAU$MCD$QCOM
$645M
145 positions
#25CPA Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$MCD$ASML
$357M
86 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.