13F Pro

Hedge Funds Similar to Rinkey Investments

13F Portfolio OverlapQ1 2026Rinkey Investments portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Rinkey Investments is an institutional investor managing $391M across 125 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 Rinkey Investments are Financial Gravity Asset ,, HORIZON FINANCIAL SERVICES,, Advisory Alpha,, with shared positions in $GMM, $MAR, $SNPS, $UPST, $SYK, $USB. The full ranking of 25 similar funds is below.

#1Financial Gravity Asset Management, Inc.Passive
Some overlap · 5 shared positions
$GMM$MAR$SNPS$UPST$SYK
$562M
973 positions
#2HORIZON FINANCIAL SERVICES, LLCPassive
Some overlap · 7 shared positions
$GMM$SNPS$USB$UPST$MAR$UNIT
$226M
425 positions
#3Advisory Alpha, LLCActive
Some overlap · 5 shared positions
$GMM$SNPS$USB$UPST$UNIT
$3.7B
545 positions
#4Tortoise Investment Management, LLCPassive
Some overlap · 4 shared positions
$GMM$PGR$UPST$UNIT
$1.2B
252 positions
#5Hobart Private Capital, LLCPassive
Some overlap · 4 shared positions
$GMM$MAR$USB$AMD
$509M
132 positions
#6Venturi Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GMM$PGR$USB$UPST
$2.2B
602 positions
#7JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$GMM$SNPS$MAR$BRZE
$205M
139 positions
#8Ervin Investment Management, LLCActive
Some overlap · 5 shared positions
$GMM$BN$BRZE$AMD$UNIT
$171M
47 positions
#9RICHARDSON FINANCIAL SERVICES INC.Passive
Some overlap · 5 shared positions
$GMM$TMUS$SNPS$AMD$UNIT
$160M
613 positions
#10Archer Investment Management, LLCPassive
Some overlap · 4 shared positions
$GMM$MAR$IBIT$USB
$238M
108 positions
#11David Kennon IncSmart money
Some overlap · 4 shared positions
$GMM$SNPS$UPST$BRZE
$279M
41 positions
#12BRIGHTON SECURITIES CORP.Smart money
Some overlap · 4 shared positions
$GMM$SNPS$USB$SYK
$208M
47 positions
#13Wolff Financial Management LLCActive
Some overlap · 5 shared positions
$GMM$MAR$UPST$SYK$UNIT
$453M
103 positions
#14Elm Partners Management LLCActive
Some overlap · 7 shared positions
$GMM$UPST$BN$IBM$AMD$BRZE
$2.3B
158 positions
#15Tranquilli Financial Advisor LLCPassive
Some overlap · 3 shared positions
$GMM$MAR$UPST
$171M
132 positions
#16Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GMM$TMUS$IBIT
$237M
119 positions
#17Shum Financial Group, Inc.Passive
Some overlap · 4 shared positions
$GMM$USB$IBM$AMD
$141M
93 positions
#18LPWM LLCActive
Some overlap · 4 shared positions
$GMM$MAR$BRZE$UNIT
$396M
94 positions
#19Impact Partnership Wealth, LLCPassive
Some overlap · 5 shared positions
$GMM$PGR$OKTA$IBIT$ACN
$810M
363 positions
#20CGN Advisors LLCPassive
Some overlap · 4 shared positions
$GMM$USB$BRZE$UNIT
$1.3B
317 positions
#21Fonville Wealth Management LLCPassive
Some overlap · 5 shared positions
$GMM$IBIT$BRZE$MAR$UNIT
$525M
138 positions
#22Marion Wealth ManagementPassive
Some overlap · 6 shared positions
$MAR$TMUS$SNPS$USB$UPST$ACN
$451M
146 positions
#23N.E.W. Advisory Services LLCActive
Some overlap · 4 shared positions
$GMM$MAR$IBM$BRZE
$1.3B
914 positions
#24KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GMM$MAR$IBM
$774M
216 positions
#25Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$GMM$SNPS$IBIT
$225M
196 positions

Compare Rinkey Investments’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 Rinkey Investments’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.