13F Pro

Hedge Funds Similar to RAINEY & RANDALL WEALTH ADVISORS

13F Portfolio OverlapQ1 2026RAINEY & RANDALL WEALTH ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RAINEY & RANDALL WEALTH ADVISORS INC. is an institutional investor managing $616M across 76 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 RAINEY & RANDALL WEALTH ADVISORS are DeLarme Wealth ,, REGIMEN WEALTH,, Oak Wealth Advisors, with shared positions in $AMN, $SNPS, $DDOG, $MCD, $WT, $DRI. The full ranking of 25 similar funds is below.

#1DeLarme Wealth Management, Inc.Active
Notable overlap · 5 shared positions
$AMN$SNPS$DDOG$MCD$WT
$155M
63 positions
#2REGIMEN WEALTH, LLCActive
Some overlap · 5 shared positions
$AMN$SNPS$DDOG$WT$MCD
$342M
70 positions
#3Oak Wealth Advisors LLCActive
Some overlap · 3 shared positions
$AMN$MCD$DDOG
$182M
57 positions
#4Bowman & Co S.C.
Some overlap · 5 shared positions
$AMN$DDOG$DRI$WT$CB
$237M
118 positions
#5Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$AMN$SNPS$MCD
$145M
98 positions
#6Collaborative Wealth Managment Inc.Passive
Some overlap · 3 shared positions
$AMN$MCD$WT
$218M
162 positions
#7L2 Asset Management, LLCPassive
Some overlap · 3 shared positions
$AMN$SNPS$DDOG
$1.1B
397 positions
#8WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$AMN$WELL$GE
$470M
119 positions
#9ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AMN$OHI$ALPS$WT
$197M
204 positions
#10ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 3 shared positions
$AMN$DDOG$ALPS
$156M
77 positions
#11SAGE RHINO CAPITAL LLCPassive
Some overlap · 3 shared positions
$AMN$SNPS$DDOG
$535M
330 positions
#12Unison Advisors LLCActive
Some overlap · 4 shared positions
$AMN$DDOG$WT$CB
$1.3B
175 positions
#13Financial Plan, Inc.Active
Some overlap · 4 shared positions
$AMN$DDOG$MCD$BAC
$933M
94 positions
#14Lauterbach Financial Advisors, LLCActive
Some overlap · 3 shared positions
$AMN$DRI$GE
$205M
79 positions
#15Meredith Wealth PlanningActive
Some overlap · 3 shared positions
$AMN$DDOG$MCD
$369M
70 positions
#16Kane Co Wealth Management, Inc.Active
Some overlap · 3 shared positions
$AMN$DDOG$WT
$119M
51 positions
#17Beaird Harris Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMN$DDOG$WT
$1.5B
686 positions
#18Wheelhouse Advisory Group LLCActive
Some overlap · 3 shared positions
$AMN$DDOG$MCD
$302M
51 positions
#19IF Advisors, LLCPassive
Some overlap · 3 shared positions
$AMN$DDOG$WT
$141M
53 positions
#20Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$AMN$DDOG$TMO
$289M
98 positions
#21Passive Capital Management, LLC.Active
Some overlap · 5 shared positions
$AMN$DDOG$MCD$WT$BAC
$335M
104 positions
#22K2 Financial Inc.Passive
Some overlap · 4 shared positions
$SNPS$MCD$DDOG$WT
$138M
59 positions
#23PDS Planning, IncPassive
Some overlap · 3 shared positions
$AMN$DDOG$TMO
$1.5B
561 positions
#24WMG Financial Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$ALPS$WT$BAC
$240M
100 positions
#25McIlrath & Eck, LLCPassive
Some overlap · 3 shared positions
$AMN$SNPS$DDOG
$1.3B
1,645 positions

Compare RAINEY & RANDALL WEALTH ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View RAINEY & RANDALL WEALTH ADVISORS’s holdings

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.