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Hedge Funds Similar to Rakuten Investment

13F Portfolio OverlapQ2 2026Rakuten Investment portfolio →
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Most similar hedge funds by 13F overlap

Rakuten Investment Management, Inc. is an institutional investor managing $34.6B across 467 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 Rakuten Investment are BRANDYWINE, HOGE FINANCIAL SERVICES, Prentice Wealth, with shared positions in $DOV, $PM, $WFC, $PEP, $QCOM, $PLTR. The full ranking of 25 similar funds is below.

#1BRANDYWINE TRUST COSmart money
Substantial overlap · 3 shared positions
$DOV$PM$WFC
$621M
33 positions
#2HOGE FINANCIAL SERVICES, LLCActive
Substantial overlap · 3 shared positions
$DOV$PEP$QCOM
$209M
83 positions
#3Prentice Wealth Management LLCActive
Substantial overlap · 3 shared positions
$DOV$WFC$QCOM
$493M
124 positions
#4Intelligent Financial StrategiesSmart money
Substantial overlap · 3 shared positions
$DOV$PEP$PM
$206M
77 positions
#5Breakwater Investment ManagementActive
Notable overlap · 3 shared positions
$DOV$PLTR$ISRG
$302M
774 positions
#6TSG Advice Partners, LLC
Notable overlap · 4 shared positions
$DOV$PEP$PM$GILD
$667M
135 positions
#7PLANNING DIRECTIONS INCActive
Notable overlap · 3 shared positions
$DOV$PLTR$PEP
$216M
110 positions
#8Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$DOV$TXN$PM
$1.1B
109 positions
#9Bernardo Wealth Planning LLCActive
Notable overlap · 3 shared positions
$DOV$PM$WFC
$1.2B
144 positions
#10Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$DOV$WFC$GILD
$391M
105 positions
#11ALONGSIDE, LLCPassive
Notable overlap · 3 shared positions
$DOV$TXN$PM
$525M
190 positions
#1249 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DOV$TXN$PM
$524M
189 positions
#13Newton One Investments LLCActive
Notable overlap · 3 shared positions
$DOV$PEP$PM
$392M
150 positions
#14AA Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$DOV$KLAC$PM
$840M
251 positions
#15Addison Capital CoActive
Notable overlap · 4 shared positions
$DOV$PEP$PM$QCOM
$610M
184 positions
#16Wealth Architects, LLCPassive
Notable overlap · 5 shared positions
$DOV$PLTR$KLAC$TXN$PM
$1.3B
248 positions
#17BCR Wealth Strategies, LLCActive
Notable overlap · 3 shared positions
$DOV$PEP$WFC
$356M
32 positions
#18LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$DOV$PLTR$KLAC
$713M
379 positions
#19Cogent Private Wealth, Inc.Active
Notable overlap · 3 shared positions
$DOV$KLAC$WFC
$160M
117 positions
#20Optivise Advisory Services LLCPassive
Some overlap · 3 shared positions
$DOV$PM$WFC
$204M
232 positions
#21Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$TXN$QCOM
$418M
232 positions
#22Silver Oak Advisory Group, Inc.Active
Some overlap · 3 shared positions
$DOV$TXN$WFC
$254M
86 positions
#23Coordinated Financial Services, Inc.
Some overlap · 3 shared positions
$DOV$PEP$WFC
$174M
176 positions
#24Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$PM$WFC
$637M
125 positions
#25Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$TXN$PM$QCOM
$212M
171 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.