What hedge funds are most similar to Randall & Associates Wealth Management?

The funds with the most similar 13F portfolios to Randall & Associates Wealth Management are MATTERN, Somerset, BRIGHT ROCK, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Randall & Associates Wealth

13F Portfolio OverlapQ2 2026Randall & Associates Wealth portfolio →

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Most similar hedge funds by 13F overlap

Randall & Associates Wealth Management is an institutional investor managing $162M across 52 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Randall & Associates Wealth are MATTERN, Somerset, BRIGHT ROCK, with shared positions in $GD, $TXN, $NEE, $FDS, $WEC, $ADI. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 8 shared positions

$GD $TXN $NEE $FDS $WEC $ADI

$857M

166 positions

#2Somerset Trust CoPassive

Notable overlap · 7 shared positions

$NEE $GD $ADI $BLK $WEC $LIN

$354M

186 positions

#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$NEE $TXN $BLK $NKE $LIN $INTU

$499M

73 positions

#4Nicholson Wealth Management Group, LLCPassive

Notable overlap · 7 shared positions

$TXN $ADI $GD $WEC $PPG $NEE

$170M

111 positions

#5Banco de Sabadell, S.APassive

Notable overlap · 5 shared positions

$NEE $BLK $TXN $ADI $MDT

$170M

61 positions

#6BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 5 shared positions

$TXN $BLK $GD $ADI $BR

$346M

113 positions

#7ROCKLAND TRUST COPassive

Notable overlap · 6 shared positions

$TXN $NEE $BLK $NKE $INTU $MKC

$2.5B

317 positions

#8BKM Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$BLK $ADI $LIN $NEE $GD $WEC

$282M

148 positions

#9Kesler, Norman & Wride, LLCPassive

Some overlap · 5 shared positions

$GD $TXN $BLK $ADI $NEE

$631M

271 positions

#10MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$TXN $GD $NEE $LIN $WEC $BLK

$272M

149 positions

#11Brentview Investment Management LLCActive

Some overlap · 5 shared positions

$NEE $BLK $WEC $WELL $LIN

$253M

63 positions

#12Tandem Investment Advisors, Inc.Active

Some overlap · 5 shared positions

$NEE $BLK $WEC $BR $INTU

$1.5B

68 positions

#13Haverford Financial Services, Inc.Active

Some overlap · 5 shared positions

$NEE $TXN $BLK $MDT $LIN

$339M

49 positions

#14Martin Capital Partners, LLCPassive

Some overlap · 5 shared positions

$TXN $GD $MKC $NKE $MDT

$272M

72 positions

#15CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 4 shared positions

$NEE $TXN $BLK $MDT

$1.1B

157 positions

#16Weaver C. Barksdale & Associates, Inc.Passive

Some overlap · 4 shared positions

$NEE $TXN $GD $PPG

$111M

62 positions

#17WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 5 shared positions

$NEE $BLK $LIN $NKE $WELL

$1.3B

73 positions

#18MARKEL GROUP INC.Active

Some overlap · 5 shared positions

$TXN $BLK $ADI $GD $LIN

$13.1B

130 positions

#19ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 6 shared positions

$TXN $ADI $BLK $NEE $GD $LIN

$409M

182 positions

#20Beaumont Asset Management, L.L.C.Smart money

Some overlap · 5 shared positions

$BLK $GD $TXN $LIN $MDT

$257M

79 positions

#21CAMDEN NATIONAL BANKPassive

Some overlap · 4 shared positions

$NEE $TXN $LIN $MDT

$767M

184 positions

#22DLK Investment Management, LLCPassive

Some overlap · 5 shared positions

$MKC $NKE $LIN $TXN $MDT

$235M

96 positions

#23Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$ADI $LIN $NEE $GD $BLK

$1.3B

275 positions

#24MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$TXN $GD $WEC $MDT

$233M

122 positions

#25Coston, McIsaac & PartnersPassive

Some overlap · 4 shared positions

$NEE $TXN $MDT $NKE

$497M

948 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.