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Hedge Funds Similar to Randall & Associates Wealth

13F Portfolio OverlapQ1 2026Randall & Associates Wealth portfolio →
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Most similar hedge funds by 13F overlap

Randall & Associates Wealth Management is an institutional investor managing $148M across 56 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 Randall & Associates Wealth are BHK Investment Advisors,, Cedar Point Partners,, Gratus Wealth Advisors,, with shared positions in $NTRB, $AMGN, $ADP, $BR, $NEE, $TXN. The full ranking of 25 similar funds is below.

#1BHK Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$NTRB$AMGN$ADP$BR
$299M
79 positions
#2Cedar Point Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$NTRB$NEE$TXN
$154M
71 positions
#3Gratus Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$NTRB$ADI$BAC
$691M
138 positions
#4Clifford Group, LLCActive
Notable overlap · 5 shared positions
$NTRB$PSX$NEE$ADP$ADI
$130M
80 positions
#5Leelyn Smith, LLCPassive
Notable overlap · 3 shared positions
$NTRB$FITB$ADI
$713M
154 positions
#6Investment Insight Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$NTRB$AMGN$ACN
$93M
36 positions
#7WAYSTONE ADVISORS LLCPassive
Notable overlap · 4 shared positions
$NTRB$AMGN$VLTO$GEV
$112M
101 positions
#8Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$NTRB$NEE$GEV
$160M
82 positions
#9Strategic Investment Advisors / MIPassive
Notable overlap · 3 shared positions
$NTRB$VLTO$AMGN
$1.4B
386 positions
#10Center for Wealth Management AdvisoryActive
Notable overlap · 3 shared positions
$FITB$ADP$ACN
$139M
62 positions
#11HC Advisors, LLCActive
Notable overlap · 3 shared positions
$FITB$GEV$BAC
$149M
60 positions
#12Rockport Wealth LLCActive
Notable overlap · 3 shared positions
$FITB$TXN$NEE
$549M
101 positions
#13Center For Asset Management LLCPassive
Some overlap · 3 shared positions
$NTRB$VLTO$NEE
$201M
144 positions
#14Mach-1 Financial Group, LLCPassive
Some overlap · 3 shared positions
$FITB$ADI$TXN
$284M
161 positions
#15TFB Advisors LLCPassive
Some overlap · 3 shared positions
$NTRB$AMGN$VLTO
$191M
180 positions
#16Blue Edge Capital, LLCActive
Some overlap · 3 shared positions
$NTRB$GEV$BAC
$753M
134 positions
#17Hidden Cove Wealth Management, LLCPassive
Some overlap · 3 shared positions
$FITB$AMGN$GEV
$156M
109 positions
#18Next Level Private LLCPassive
Some overlap · 3 shared positions
$FITB$GEV$BAC
$443M
175 positions
#19PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive
Some overlap · 5 shared positions
$NTRB$NEE$ADI$TXN$BAC
$349M
112 positions
#20Milestone Asset Management Group, LLCPassive
Some overlap · 3 shared positions
$NTRB$ADP$FDS
$171M
126 positions
#21Hershey Financial Advisers, LLCPassive
Some overlap · 3 shared positions
$FITB$GEV$TXN
$116M
80 positions
#22Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$NTRB$AMGN$TXN
$191M
88 positions
#23BEACON FINANCIAL GROUPPassive
Some overlap · 3 shared positions
$FITB$PSX$TXN
$1.0B
348 positions
#24Eagle Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$NTRB$AMGN$GEV
$108M
98 positions
#25GENESIS PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$FITB$VLTO$TXN
$318M
182 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.