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Hedge Funds Similar to RAINIER FAMILY WEALTH

13F Portfolio OverlapQ2 2026RAINIER FAMILY WEALTH portfolio →
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Most similar hedge funds by 13F overlap

RAINIER FAMILY WEALTH INC is an institutional investor managing $176M across 102 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 RAINIER FAMILY WEALTH are Harbour Wealth Group, KEYBANK NATIONAL ASSOCIATION, Invera Wealth Advisors, with shared positions in $TT, $IAU, $ETN, $MPC, $MSI, $JCI. The full ranking of 25 similar funds is below.

#1Harbour Wealth Management Group, Inc.Active
Some overlap · 6 shared positions
$TT$IAU$ETN$MPC$MSI$JCI
$148M
89 positions
#2KEYBANK NATIONAL ASSOCIATION/OHPassive
Some overlap · 5 shared positions
$CCJ$IAU$APH$FCX$PH
$30.4B
1,310 positions
#3Invera Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$TT$ETN$MPC$MSI$JCI$ALL
$186M
132 positions
#4ARS Investment Partners, LLCActive
Some overlap · 5 shared positions
$CCJ$ETN$MPC$APH$FCX
$2.3B
181 positions
#5BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CCJ$IAU$FCX
$543M
140 positions
#6WealthShield Partners, LLCPassive
Some overlap · 6 shared positions
$TT$ETN$APH$PH$JCI$ISRG
$654M
379 positions
#7SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 6 shared positions
$IAU$ETN$MPC$TT$MSI$JCI
$222M
100 positions
#8Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 6 shared positions
$TT$ETN$MPC$MSI$JCI$ALL
$378M
205 positions
#9Philadelphia Investment Partners, LLCPassive
Some overlap · 5 shared positions
$CCJ$IAU$MPC$FCX$JCI
$161M
189 positions
#10Meridian Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$ETN$TT$MPC$ALL
$880M
211 positions
#11HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 5 shared positions
$TT$ETN$MPC$MSI$JCI
$461M
144 positions
#12BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$CCJ$ETN$PH$MSI$ISRG
$4.1B
151 positions
#13Regents Gate Capital LLPActive
Some overlap · 5 shared positions
$TT$ETN$APH$PH$JCI
$75M
37 positions
#14RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$TT$IAU$ETN$PH
$414M
188 positions
#15MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Passive
Some overlap · 4 shared positions
$CCJ$ETN$TT$FCX
$83.9B
3,165 positions
#16MGO ONE SEVEN LLCPassive
Some overlap · 6 shared positions
$ETN$MPC$IAU$APH$MSI$JCI
$6.1B
1,550 positions
#17Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$TT$ETN$MPC$PH
$421M
225 positions
#18Tulsa Wealth Advisors, INCActive
Some overlap · 5 shared positions
$ETN$TT$MPC$MSI$JCI
$710M
166 positions
#19CrossGen Wealth, LLCPassive
Some overlap · 5 shared positions
$ETN$TT$MPC$MSI$JCI
$129M
214 positions
#20Aspire Growth Partners LLCPassive
Some overlap · 4 shared positions
$TT$ETN$MPC$MSI
$172M
128 positions
#21Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$TT$CCJ$APH$ISRG
$508M
84 positions
#22MEYER HANDELMAN COPassive
Some overlap · 4 shared positions
$TT$ETN$MPC$ALL
$3.5B
274 positions
#23Moran Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TT$ETN$APH$PH$AMP
$3.7B
491 positions
#24Nemes Rush Group LLCPassive
Some overlap · 5 shared positions
$TT$ETN$MSI$JCI$ALL
$1.2B
954 positions
#25MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$TT$ETN$APH$PH
$582M
170 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.