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Hedge Funds Similar to Rakuten Investment ,

13F Portfolio OverlapQ1 2026Rakuten Investment , portfolio →
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Most similar hedge funds by 13F overlap

Rakuten Investment Management, Inc. is an institutional investor managing $49.2B across 464 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 Rakuten Investment , are ANGELES WEALTH ,, Orcam Financial Group, Global Endowment ,, with shared positions in $DOV, $BRZE, $KKR, $GE, $USB, $COP. The full ranking of 25 similar funds is below.

#1ANGELES WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$DOV$BRZE$KKR$GE
$1.8B
524 positions
#2Orcam Financial GroupSmart money
Notable overlap · 4 shared positions
$DOV$BRZE$USB$COP
$141M
62 positions
#3Global Endowment Management, LPActive
Notable overlap · 3 shared positions
$DOV$BRZE$USB
$896M
126 positions
#4Intelligent Financial StrategiesSmart money
Notable overlap · 4 shared positions
$DOV$BRZE$COP$KO
$192M
62 positions
#5Pacific Park Financial, Inc.Active
Notable overlap · 4 shared positions
$DOV$BRZE$MU$COP
$153M
73 positions
#6Zhang Financial LLCActive
Notable overlap · 6 shared positions
$DOV$BRZE$KKR$MU$COP$KLAC
$2.9B
367 positions
#7Merited Wealth, LLCPassive
Notable overlap · 3 shared positions
$DOV$KKR$MU
$121M
79 positions
#8American National Bank of TexasActive
Notable overlap · 3 shared positions
$DOV$KKR$KO
$105M
57 positions
#9Alta Advisers LtdActive
Notable overlap · 6 shared positions
$DOV$MU$PLTR$LRCX$KO$GE
$276M
206 positions
#10HOGE FINANCIAL SERVICES, LLCActive
Notable overlap · 5 shared positions
$DOV$BRZE$PLTR$COP$KO
$187M
72 positions
#11Sageworth Trust CoActive
Notable overlap · 5 shared positions
$BRZE$DOV$KKR$PLTR$GE
$2.3B
172 positions
#12Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$DOV$KKR$KO
$90M
65 positions
#13Long Island Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$DOV$USB$COP
$216M
89 positions
#14Compass Advisory Group LLCActive
Notable overlap · 3 shared positions
$DOV$USB$COP
$374M
86 positions
#15Red Wave Investments LLCActive
Notable overlap · 3 shared positions
$DOV$BRZE$MU
$335M
112 positions
#16Amitell Capital Pte LtdActive
Notable overlap · 3 shared positions
$DOV$USB$INTC
$62M
14 positions
#17THREADGILL FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$DOV$COP$KO
$344M
44 positions
#18RETIREMENT CAPITAL STRATEGIESActive
Notable overlap · 3 shared positions
$DOV$INTC$GE
$265M
62 positions
#19BRANDYWINE TRUST COSmart money
Notable overlap · 3 shared positions
$DOV$KO$GE
$552M
31 positions
#20Prentice Wealth Management LLCActive
Notable overlap · 3 shared positions
$DOV$KO$GE
$443M
117 positions
#21Breakwater Investment ManagementPassive
Notable overlap · 4 shared positions
$BRZE$DOV$KKR$PLTR
$269M
506 positions
#22Hartmann Taylor Wealth Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$DOV$PLTR
$151M
54 positions
#23Cogent Private Wealth, Inc.Passive
Notable overlap · 4 shared positions
$DOV$MU$LRCX$GE
$139M
98 positions
#24Lanham O'Dell & Company, Inc.
Some overlap · 3 shared positions
$DOV$PLTR$MU
$347M
40 positions
#25Cornerstone Financial Group, LLC /NE/Active
Some overlap · 5 shared positions
$BRZE$DOV$KKR$USB$LRCX
$156M
73 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.