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Hedge Funds Similar to RTD Financial Advisors

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

RTD Financial Advisors, Inc. is an institutional investor managing $917M across 120 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 RTD Financial Advisors are SUSQUEHANNA ADVISORS GROUP, Catherine Avery Investment, Neumann, with shared positions in $PFE, $BMY, $NEE, $ALB, $BA, $MCD. The full ranking of 25 similar funds is below.

#1SUSQUEHANNA ADVISORS GROUP, INC.Active
Some overlap · 5 shared positions
$PFE$BMY$NEE$ALB$BA
$5.7B
133 positions
#2Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$PFE$BMY$NEE$MCD$CL
$229M
166 positions
#3Neumann Capital Management, LLCActive
Some overlap · 5 shared positions
$PFE$BMY$PEG$UNP$DOV
$151M
58 positions
#4EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$PFE$BMY$NEE$UNP
$1.3B
58 positions
#5Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$PFE$BMY$NEE$MCD
$513M
70 positions
#6Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$PFE$BMY$WST$BA
$138M
54 positions
#7Finivi Inc.Passive
Some overlap · 5 shared positions
$NU$NEE$MDY$UNP$MCD
$195M
111 positions
#8FULCRUM WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$PFE$MUFG$BA
$131M
81 positions
#9Affiance Financial, LLCSmart money
Some overlap · 5 shared positions
$MUFG$NU$UNP$DOV$MCD
$695M
111 positions
#10Keystone Financial Planning, Inc.Active
Some overlap · 5 shared positions
$PFE$BMY$MCD$CL$PEG
$388M
39 positions
#11Partnership Wealth Management, LLCActive
Some overlap · 6 shared positions
$BMY$PFE$NEE$ALB$MCD$CL
$148M
67 positions
#12TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 3 shared positions
$MUFG$NU$MDY
$1.7B
347 positions
#13Signature Wealth Management Group
Some overlap · 4 shared positions
$PFE$BMY$BA$MCD
$263M
128 positions
#14ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$PFE$BMY$UNP$MCD
$665M
122 positions
#15Mayflower Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$BMY$NEE$MDY$DOV$MCD
$1.2B
499 positions
#16Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$PFE$BMY$DOV$MCD
$199M
38 positions
#17Shelter Mutual Insurance CoActive
Some overlap · 4 shared positions
$PFE$NEE$BMY$UNP
$473M
58 positions
#18McCartney Wealth Management LLCActive
Some overlap · 4 shared positions
$MUFG$NU$DOV$CL
$132M
65 positions
#19Welch Group, LLCPassive
Some overlap · 4 shared positions
$PFE$NEE$MCD$CL
$2.9B
326 positions
#20Wills Financial Group LLCPassive
Some overlap · 4 shared positions
$PFE$NEE$UNP$WTRG
$275M
82 positions
#21Livet Wealth, LLCPassive
Some overlap · 4 shared positions
$MUFG$MDY$NU$BA
$173M
122 positions
#22Sound Portfolio Advisors, LLCActive
Some overlap · 3 shared positions
$PFE$MDY$PEG
$141M
48 positions
#23TI-TRUST, INCPassive
Some overlap · 4 shared positions
$NEE$BMY$MDY$BA
$186M
132 positions
#24ETF Store, Inc.Passive
Some overlap · 4 shared positions
$BMY$NEE$PFE$CL
$120M
114 positions
#25BROOKTREE CAPITAL MANAGEMENTActive
Some overlap · 5 shared positions
$PFE$WST$SYK$MCD$CL
$153M
44 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.