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Hedge Funds Similar to RiverTree Advisors

13F Portfolio OverlapQ2 2026RiverTree Advisors portfolio →
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Most similar hedge funds by 13F overlap

RiverTree Advisors, LLC is an institutional investor managing $169M across 72 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 RiverTree Advisors are Geneva Partners, Telemark Asset, BERKSHIRE, with shared positions in $KLAC, $GLW, $TER, $MRNA, $ET. The full ranking of 19 similar funds is below.

#1Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$KLAC$GLW$TER
$375M
75 positions
#2Telemark Asset Management, LLCActive
Some overlap · 3 shared positions
$GLW$MRNA$TER
$1.4B
57 positions
#3BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 3 shared positions
$GLW$TER$KLAC
$462M
122 positions
#4Fedenia Advisers LLCPassive
Some overlap · 3 shared positions
$GLW$TER$KLAC
$421M
459 positions
#5Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$KLAC$TER$GLW
$409M
214 positions
#6MIZUHO MARKETS AMERICAS LLCPassive
Some overlap · 3 shared positions
$KLAC$ET$GLW
$6.5B
234 positions
#7Ironwood Investment Counsel, LLCPassive
Some overlap · 3 shared positions
$KLAC$TER$GLW
$762M
267 positions
#8FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$KLAC$TER$ET
$490M
188 positions
#9PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$KLAC$TER$GLW
$462M
86 positions
#10Park Capital Management, LLC / WIPassive
Some overlap · 3 shared positions
$TER$GLW$KLAC
$170M
161 positions
#11Sunstone Asset Management, L.P.Passive
Some overlap · 3 shared positions
$GLW$TER$KLAC
$92M
57 positions
#12Turner Financial Group, Inc.Passive
Some overlap · 3 shared positions
$TER$KLAC$GLW
$101M
112 positions
#13Wealthstar Advisors, LLCSmart money
Some overlap · 4 shared positions
$GLW$KLAC$TER$ET
$343M
114 positions
#14SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$KLAC$GLW$TER
$973M
379 positions
#15Bannerstone Capital Management, LLCPassive
Slight overlap · 3 shared positions
$KLAC$GLW$TER
$119M
113 positions
#16Berbice Capital Management LLCPassive
Slight overlap · 3 shared positions
$KLAC$GLW$TER
$193M
87 positions
#17Quantum Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$GLW$ET$KLAC
$390M
171 positions
#18TopTier Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ET$KLAC$GLW
$166M
133 positions
#19Artemis Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$KLAC$GLW$TER
$835M
55 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.