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Hedge Funds Similar to Rezny Wealth

13F Portfolio OverlapQ2 2026Rezny Wealth portfolio →
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Most similar hedge funds by 13F overlap

Rezny Wealth Management, Inc. is an institutional investor managing $579M across 37 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 Rezny Wealth are Shannon River Fund, Elevated Financial Group, MATTERS, with shared positions in $CLS, $COHR, $CIEN, $CRM, $ALL, $B. The full ranking of 10 similar funds is below.

#1Shannon River Fund Management LLCActive
Notable overlap · 3 shared positions
$CLS$COHR$CIEN
$1.1B
37 positions
#2Elevated Financial Group LLCActive
Some overlap · 3 shared positions
$CRM$CLS$ALL
$365M
125 positions
#3MATTERS CAPITAL LLCPassive
Some overlap · 4 shared positions
$B$ALL$CLS$CRM
$143M
75 positions
#4Eddie Patel IncPassive
Some overlap · 3 shared positions
$CLS$INCY$B
$167M
127 positions
#5Mondrian Investment Partners LTDActive
Some overlap · 3 shared positions
$CRM$LHX$B
$6.5B
111 positions
#6GK Wealth Management LLCPassive
Slight overlap · 3 shared positions
$CLS$B$INCY
$190M
234 positions
#7HUSSMAN STRATEGIC ADVISORS, INC.Passive
Slight overlap · 3 shared positions
$INCY$B$CRM
$434M
231 positions
#8LSV ASSET MANAGEMENTActive
Slight overlap · 3 shared positions
$INCY$CRM$ALL
$55.1B
889 positions
#9denkapparat Operations GmbHPassive
Slight overlap · 3 shared positions
$ALL$INCY$LHX
$306M
383 positions
#10Investors Portfolio Services LLCActive
Slight overlap · 3 shared positions
$COHR$CRM$LHX
$131M
674 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.