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Hedge Funds Similar to RAINEY & RANDALL WEALTH ADVISORS

13F Portfolio OverlapQ3 2026RAINEY & RANDALL WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

RAINEY & RANDALL WEALTH ADVISORS INC. is an institutional investor managing $698M across 72 U.S. equity positions as of Q3 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 Windle Wealth, Columbus Macro, Gordian Singapore Pte Ltd, with shared positions in $WELL, $MCD, $SO, $SNPS, $OHI, $AFL. The full ranking of 25 similar funds is below.

#1Windle Wealth, LLCActive
Some overlap · 3 shared positions
$WELL$MCD$SO
$249M
35 positions
#2Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$SNPS$OHI$AFL
$1.0B
208 positions
#3Gordian Capital Singapore Pte LtdPassive
Some overlap · 3 shared positions
$SNPS$WELL$BABA
$58M
126 positions
#4Asset Planning,IncPassive
Some overlap · 4 shared positions
$WELL$MCD$CB$SO
$152M
327 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$AFL$MCD$CB$SO$TGT
$203M
58 positions
#6Exeter Financial, LLCPassive
Some overlap · 3 shared positions
$AFL$MCD$TGT
$265M
100 positions
#7Liberty Capital Management, Inc.Passive
Some overlap · 5 shared positions
$AFL$MCD$WELL$CB$TMO
$582M
184 positions
#8DAVIS-REA LTD.Active
Some overlap · 4 shared positions
$SNPS$MCD$CB$TMO
$379M
41 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNPS$MCD$TMO
$360M
73 positions
#10Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$SNPS$AFL$MCD
$481M
125 positions
#11Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$SNPS$OHI$SO
$510M
228 positions
#12ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$AFL$MCD$CB$TMO
$2.0B
91 positions
#13DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$AFL$SNPS$CB$TMO$MSCI
$121M
100 positions
#14Yoffe Investment Management, LLCPassive
Some overlap · 3 shared positions
$SNPS$MCD$AFL
$87M
113 positions
#15PGGM InvestmentsActive
Some overlap · 3 shared positions
$WELL$SNPS$TMO
$4.1B
59 positions
#16Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SNPS$MCD$CB
$159M
82 positions
#17CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 3 shared positions
$SNPS$MCD$MSCI
$1.2B
203 positions
#18Midway Capital Research & ManagementActive
Some overlap · 3 shared positions
$SNPS$MCD$MSCI
$118M
50 positions
#19LongView Wealth ManagementPassive
Some overlap · 4 shared positions
$AFL$WELL$MCD$SO
$415M
229 positions
#20Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 4 shared positions
$AFL$MCD$SPCX$TGT
$181M
76 positions
#21SWAN Capital LLCActive
Some overlap · 3 shared positions
$SNPS$MCD$SO
$292M
580 positions
#22LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 4 shared positions
$AFL$MCD$CB$TMO
$360M
59 positions
#23Biondo Investment Advisors, LLCActive
Some overlap · 3 shared positions
$MCD$OHI$AFL
$817M
89 positions
#24MATHER GROUP, LLC.Active
Some overlap · 4 shared positions
$MCD$SNPS$AFL$TGT
$11.8B
2,251 positions
#25Gillson Capital LPActive
Some overlap · 3 shared positions
$WELL$CB$MSCI
$1.7B
80 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.