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Hedge Funds Similar to Rather & Kittrell,

13F Portfolio OverlapQ1 2026Rather & Kittrell, portfolio →
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Most similar hedge funds by 13F overlap

Rather & Kittrell, Inc. is an institutional investor managing $648M across 113 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 Rather & Kittrell, are PINNEY & SCOFIELD,, Broadhurst Jeffrey B, Core Wealth ,, with shared positions in $NSC, $NKE, $IAU, $NEE, $DHR, $SO. The full ranking of 25 similar funds is below.

#1PINNEY & SCOFIELD, INC.Active
Substantial overlap · 4 shared positions
$NSC$NKE$IAU$NEE
$185M
243 positions
#2Broadhurst Jeffrey BActive
Substantial overlap · 3 shared positions
$NSC$NKE$IAU
$98M
41 positions
#3Core Wealth Management, Inc.Smart money
Substantial overlap · 3 shared positions
$IAU$NSC$NEE
$326M
40 positions
#4Porter White Investment Advisors, Inc.Smart money
Substantial overlap · 3 shared positions
$NSC$NKE$IAU
$250M
40 positions
#5Guardian Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$IAU$NKE$DHR$SO
$330M
30 positions
#6GREAT OAK CAPITAL PARTNERS, LLCSmart money
Substantial overlap · 3 shared positions
$IAU$NKE$NEE
$430M
47 positions
#7Pillar Financial Advisors, LLCActive
Substantial overlap · 3 shared positions
$IAU$NKE$USB
$171M
106 positions
#8Onyx Financial Advisors, LLCSmart money
Substantial overlap · 3 shared positions
$IAU$NSC$PM
$241M
18 positions
#9Planning Center, Inc.Smart money
Substantial overlap · 4 shared positions
$NSC$NKE$DHR$NEE
$987M
78 positions
#10Hill Investment Group Partners, LLCSmart money
Substantial overlap · 3 shared positions
$NSC$NKE$TFC
$906M
50 positions
#11Oceanside Advisors LLCActive
Substantial overlap · 4 shared positions
$IAU$NKE$NSC$NEE
$175M
53 positions
#12McCartney Wealth Management LLCActive
Substantial overlap · 3 shared positions
$NSC$NKE$NEE
$119M
65 positions
#13Timonier Family Office, LTD.
Substantial overlap · 6 shared positions
$IAU$NKE$LOW$USB$TFC$NEE
$315M
56 positions
#14Mader & Shannon Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$IAU$MLM$USB
$216M
20 positions
#15ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$NKE$IAU$NEE
$167M
35 positions
#16FMB WEALTH MANAGEMENTActive
Substantial overlap · 5 shared positions
$NKE$IAU$NSC$BAC$NEE
$242M
73 positions
#17PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$NKE$LOW
$112M
38 positions
#18CPA Asset Management LLCActive
Notable overlap · 4 shared positions
$IAU$NSC$DHR$NEE
$298M
99 positions
#19Sterling Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$IAU$NKE$NSC
$337M
117 positions
#20Yeomans Consulting Group, Inc.
Notable overlap · 5 shared positions
$IAU$NSC$USB$SO$NEE
$341M
113 positions
#21Burk Holdings LLCPassive
Notable overlap · 4 shared positions
$NKE$IAU$DHR$BAC
$233M
676 positions
#22CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$IAU$NKE$NSC$NEE
$293M
1,255 positions
#23BCU Wealth Advisors, LLCSmart money
Notable overlap · 3 shared positions
$NSC$IAU$PM
$268M
60 positions
#24MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 4 shared positions
$IAU$USB$SO$PM
$1.3B
143 positions
#25Taylor Financial Group, Inc.Active
Notable overlap · 4 shared positions
$NSC$LOW$TFC$VZ
$165M
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.