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Hedge Funds Similar to David R. Rahn & Associates

13F Portfolio OverlapQ1 2026David R. Rahn & Associates portfolio →
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Most similar hedge funds by 13F overlap

David R. Rahn & Associates Inc. is an institutional investor managing $423M across 130 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 David R. Rahn & Associates are Financial Freedom,, CMC Financial Group, Grand Central Investment Group, with shared positions in $USB, $SHW, $SLV, $YMM, $WT, $ET. The full ranking of 25 similar funds is below.

#1Financial Freedom, LLCPassive
Notable overlap · 3 shared positions
$USB$SHW$SLV
$201M
426 positions
#2CMC Financial GroupActive
Notable overlap · 4 shared positions
$USB$YMM$WT$ET
$51M
38 positions
#3Grand Central Investment GroupActive
Notable overlap · 5 shared positions
$USB$IAU$SLV$AEM$LKFT
$135M
44 positions
#4New Harbor Financial Group, LLCActive
Notable overlap · 5 shared positions
$USB$IAU$SLV$LKFT$AEM
$567M
61 positions
#5WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$USB$IAU$WT$SLV
$508M
107 positions
#6Summit Asset Management, LLCActive
Notable overlap · 4 shared positions
$USB$SLV$FDX$WT
$719M
172 positions
#7Davidson Capital Management Inc.Active
Notable overlap · 4 shared positions
$USB$AEM$GEV$ANET
$552M
93 positions
#8Mason & Associates IncActive
Notable overlap · 3 shared positions
$SHW$YMM$WT
$516M
160 positions
#9Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$USB$IAU$WT
$167M
76 positions
#10SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$SHW$USB$ANET
$191M
88 positions
#11NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Notable overlap · 4 shared positions
$USB$SLV$LKFT$ANET
$149M
55 positions
#12Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$IAU$GEV
$149M
70 positions
#13TAGStone Capital, Inc.Passive
Notable overlap · 4 shared positions
$USB$AMGN$WT$IAU
$283M
137 positions
#14KEYVANTAGE WEALTH, LLCActive
Notable overlap · 4 shared positions
$USB$SLV$AMGN$GEV
$227M
92 positions
#15Payne Capital LLCPassive
Notable overlap · 4 shared positions
$USB$SHW$AMGN$WT
$109M
55 positions
#16Evelyn Partners Asset Management LtdPassive
Notable overlap · 4 shared positions
$USB$YMM$IAU$ANET
$406M
308 positions
#17SpringVest Wealth Management LLCActive
Notable overlap · 4 shared positions
$USB$IAU$WT$SLV
$146M
67 positions
#18Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$AMGN$WT
$153M
344 positions
#19BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Notable overlap · 3 shared positions
$USB$AMGN$GEV
$689M
87 positions
#20Center for Wealth Management AdvisoryActive
Notable overlap · 3 shared positions
$SHW$USB$FDX
$139M
62 positions
#21JUNCTURE WEALTH STRATEGIES, LLCActive
Notable overlap · 3 shared positions
$USB$YMM$LKFT
$299M
133 positions
#22Hudock, Inc.Active
Notable overlap · 4 shared positions
$USB$SHW$WT$AMGN
$680M
200 positions
#23OxenFree Capital LLCActive
Notable overlap · 3 shared positions
$USB$SLV$WT
$206M
56 positions
#24Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$USB$WT$AMGN
$236M
81 positions
#25Barry Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$WT$AMGN
$454M
99 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.