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Hedge Funds Similar to RVW Wealth

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

RVW Wealth, LLC is an institutional investor managing $1.5B across 183 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 RVW Wealth are Robinson Value , Ltd., GFS Advisors, Holowesko Partners Ltd., with shared positions in $HOG, $INTU, $DIS, $D, $MDY, $NU. The full ranking of 25 similar funds is below.

#1Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$HOG$INTU$DIS$D
$187M
75 positions
#2GFS Advisors, LLCActive
Slight overlap · 6 shared positions
$MDY$DIS$NU$SPCX$STT$ASML
$1.7B
266 positions
#3Holowesko Partners Ltd.Active
Slight overlap · 3 shared positions
$HOG$DIS$ASML
$395M
34 positions
#4RTD Financial Advisors, Inc.Active
Slight overlap · 4 shared positions
$MDY$SYK$NU$STT
$917M
120 positions
#5Sand Hill Global Advisors, LLCActive
Slight overlap · 4 shared positions
$MDY$SYK$DIS$ASML
$3.3B
214 positions
#6PACIFIC SUN FINANCIAL CORPPassive
Slight overlap · 4 shared positions
$MDY$DIS$NU$STT
$242M
219 positions
#7Cooke Wealth Management, LLCSmart money
Slight overlap · 4 shared positions
$MDY$SYK$STT$ASML
$122M
39 positions
#8Colter Lewis Investment Partners LLCActive
Slight overlap · 4 shared positions
$MDY$NU$SPCX$IBIT
$225M
114 positions
#9Wealth Watch Advisors, INCActive
Slight overlap · 4 shared positions
$MDY$SYK$STT$IBIT
$309M
142 positions
#10Fi3 FINANCIAL ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$MDY$INTU$DIS
$418M
232 positions
#11ELEMENT POINTE ADVISORS, LLCSmart money
Slight overlap · 5 shared positions
$MDY$STT$D$ASML$IBIT
$621M
90 positions
#12Pegasus Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$MDY$SYK$DIS
$351M
75 positions
#13First Financial Bank - Trust DivisionActive
Slight overlap · 3 shared positions
$MDY$SYK$DIS
$1.4B
208 positions
#14Peak Asset Management, LLCPassive
Slight overlap · 3 shared positions
$MDY$SYK$DIS
$680M
181 positions
#15WealthSpring Partners, LLCActive
Slight overlap · 3 shared positions
$MDY$SYK$DIS
$116M
71 positions
#16Pacific Center for Financial ServicesActive
Slight overlap · 4 shared positions
$MDY$DIS$STT$ASML
$448M
500 positions
#17William Mack & Associates, Inc.Active
Slight overlap · 3 shared positions
$MDY$SYK$DIS
$284M
108 positions
#18Mill Creek Capital Advisors, LLC
Slight overlap · 4 shared positions
$MDY$DIS$STT$IBIT
$4.9B
260 positions
#19Friday FinancialActive
Slight overlap · 4 shared positions
$MDY$DIS$STT$IBIT
$373M
108 positions
#20Financial Advisory CorpSmart money
Slight overlap · 3 shared positions
$MDY$SYK$SPCX
$754M
58 positions
#21Kelman-Lazarov, Inc.Active
Slight overlap · 3 shared positions
$MDY$DIS$NU
$763M
154 positions
#22Aster Capital Management (DIFC) LtdPassive
Slight overlap · 3 shared positions
$MDY$SYK$NU
$470M
808 positions
#23Corsicana & Co.Passive
Slight overlap · 3 shared positions
$MDY$SYK$STT
$206M
309 positions
#24DC Investments Management, LLCActive
Slight overlap · 3 shared positions
$MDY$INTU$ASML
$293M
55 positions
#25Meridian Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$MDY$SYK$D
$208M
146 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.