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Hedge Funds Similar to Rachor Investment Advisory Services,

13F Portfolio OverlapQ1 2026Rachor Investment Advisory Services, portfolio →
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Most similar hedge funds by 13F overlap

Rachor Investment Advisory Services, LLC is an institutional investor managing $203M across 203 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 Rachor Investment Advisory Services, are Core Wealth ,, Yeomans Consulting Group,, Rather & Kittrell,, with shared positions in $IAU, $NEE, $GE, $AMD, $BAC, $ECL. The full ranking of 25 similar funds is below.

#1Core Wealth Management, Inc.Smart money
Substantial overlap · 3 shared positions
$IAU$NEE$GE
$326M
40 positions
#2Yeomans Consulting Group, Inc.
Notable overlap · 4 shared positions
$IAU$NEE$GE$AMD
$341M
113 positions
#3Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$IAU$BAC$NEE
$648M
113 positions
#4CPA Asset Management LLCActive
Notable overlap · 4 shared positions
$IAU$NEE$ECL$AXP
$298M
99 positions
#5CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$IAU$AMD$NEE$ORLY
$293M
1,255 positions
#6STEPHEN J. GARRY & ASSOCIATES, LLCActive
Notable overlap · 3 shared positions
$IAU$ED$BA
$124M
51 positions
#7ANDERSON HOAGLAND & COPassive
Notable overlap · 6 shared positions
$IAU$BAC$GE$CMI$GEV$ASML
$1.2B
136 positions
#8Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$IAU$NEE$AXP
$589M
138 positions
#9RAM Investment Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$NEE$AMD
$569M
121 positions
#10Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$ORLY$ACN
$126M
74 positions
#11Arnhold LLCActive
Notable overlap · 3 shared positions
$IAU$BAC$PFE
$1.4B
118 positions
#12Impact Investors, IncPassive
Notable overlap · 3 shared positions
$IAU$ASML$AMD
$144M
106 positions
#13GenWealth Group, Inc.Active
Notable overlap · 3 shared positions
$IAU$ALL$PFE
$584M
85 positions
#14PINNEY & SCOFIELD, INC.Active
Notable overlap · 5 shared positions
$IAU$NEE$GE$GEV$PFE
$185M
243 positions
#15FORBES J M & CO LLPActive
Notable overlap · 5 shared positions
$IAU$BAC$NEE$ECL$ORLY
$1.2B
150 positions
#16LifePlan Financial, LLCPassive
Notable overlap · 3 shared positions
$IAU$AMD$PANW
$135M
83 positions
#17CADINHA & CO LLCActive
Notable overlap · 4 shared positions
$IAU$GE$GEV$BA
$537M
103 positions
#18Purkiss Capital Advisors LLCPassive
Notable overlap · 5 shared positions
$IAU$BAC$NEE$GEV$PANW
$227M
168 positions
#19Burton Enright WelchActive
Notable overlap · 3 shared positions
$IAU$BAC$SYK
$736M
134 positions
#20Signet Investment Advisory Group, Inc.Passive
Notable overlap · 5 shared positions
$IAU$AXP$NEE$PFE$ACN
$218M
69 positions
#21BCU Wealth Advisors, LLCSmart money
Notable overlap · 3 shared positions
$IAU$GE$GEV
$268M
60 positions
#22Xcel Wealth Management, LLCPassive
Notable overlap · 8 shared positions
$BAC$GEV$NEE$GLW$AMD$PFE
$362M
133 positions
#23Braeburn Wealth Management LLCActive
Notable overlap · 4 shared positions
$IAU$GEV$GLW$GE
$175M
85 positions
#24Meridian Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$AMD$ALL$ORLY
$756M
202 positions
#25HOERTKORN RICHARD CHARLESActive
Notable overlap · 6 shared positions
$BAC$GE$GEV$AMD$BA$PFE
$122M
75 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.