How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to RATIONAL ADVISORS,

13F Portfolio OverlapQ1 2026RATIONAL ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

RATIONAL ADVISORS, INC. is an institutional investor managing $980M across 179 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to RATIONAL ADVISORS, are PIER 88 INVESTMENT PARTNERS, Madrid Financial Services, Bristlecone Value Partners,, with shared positions in $WFC, $UBER, $NEE, $PPL, $GPN, $WEC. The full ranking of 25 similar funds is below.

#1PIER 88 INVESTMENT PARTNERS LLCPassive

Notable overlap · 19 shared positions

$WFC $UBER $NEE $PPL $GPN $WEC

$402M

112 positions

#2Madrid Financial ServicesActive

Notable overlap · 3 shared positions

$WT $GSAT $USB

$169M

26 positions

#3Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $BAC $DDOG

$114M

68 positions

#4Trust Point Inc.Active

Notable overlap · 4 shared positions

$WT $HUM $WFC $NEE

$1.2B

521 positions

#5ADVENT CAPITAL MANAGEMENT /DE/Passive

Notable overlap · 15 shared positions

$UBER $NEE $PPL $GPN $WEC $BAC

$3.6B

215 positions

#6SimpliFi, Inc.Smart money

Notable overlap · 3 shared positions

$WT $HUM $DKNG

$238M

43 positions

#7Yoder Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $HUM $USB

$219M

124 positions

#8Solutions 4 Wealth, LtdPassive

Notable overlap · 3 shared positions

$WT $GSAT $BAC

$66M

55 positions

#9Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $UBER

$142M

76 positions

#10Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$WT $USB $HUM $GSAT

$153M

344 positions

#11Axis Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $HUM $USB $WFC $BAC

$188M

174 positions

#12Clearwater Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $USB $GSAT $DDOG

$1.2B

177 positions

#13Kane Co Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$WT $NOTV $NEE $DDOG

$119M

51 positions

#14Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $NEE

$170M

48 positions

#15Carmel Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $NEE $ON $UBER

$277M

118 positions

#16Curran Financial Partners, LLCActive

Notable overlap · 4 shared positions

$GSAT $HUM $USB $WT

$559M

127 positions

#17Systelligence, LLCPassive

Notable overlap · 3 shared positions

$WT $USB $GSAT

$514M

56 positions

#18SSI INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 11 shared positions

$WFC $UBER $NEE $PPL $WEC $ON

$1.4B

240 positions

#19Fortis Advisors, LLCPassive

Notable overlap · 5 shared positions

$GSAT $HUM $USB $NEE $SO

$200M

119 positions

#20Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $HUM $USB

$365M

111 positions

#21IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $USB $GSAT

$446M

95 positions

#22MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$WT $USB $SO $WFC

$1.3B

143 positions

#23MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$WT $USB $GSAT

$147M

52 positions

#24WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $USB $HUM

$508M

107 positions

#25Envision Financial LLCActive

Notable overlap · 3 shared positions

$WT $USB $DDOG

$186M

46 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.