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Hedge Funds Similar to RAINIER FAMILY WEALTH

13F Portfolio OverlapQ1 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 Q1 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 Drummond Knight Asset Pty Ltd, Regal Partners Ltd, Fullerton Fund Ltd., with shared positions in $CCJ, $TECK, $FCX, $BAC, $ETN, $FLEX. The full ranking of 25 similar funds is below.

#1Drummond Knight Asset Management Pty LtdActive
Some overlap · 3 shared positions
$CCJ$TECK$FCX
$283M
14 positions
#2Regal Partners LtdActive
Some overlap · 4 shared positions
$TECK$CCJ$BAC$FCX
$1.8B
106 positions
#3Fullerton Fund Management Co Ltd.Active
Some overlap · 3 shared positions
$CCJ$ETN$BAC
$1.2B
125 positions
#4Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$TECK$FLEX$IAU
$477M
70 positions
#5ANDERSON HOAGLAND & COPassive
Some overlap · 5 shared positions
$DDOG$CCJ$IAU$BAC$FCX
$1.2B
136 positions
#6Bowman & Co S.C.
Some overlap · 5 shared positions
$DDOG$TT$ETN$MPC$MSI
$237M
118 positions
#7MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Passive
Some overlap · 4 shared positions
$CCJ$TT$ETN$FCX
$73.7B
3,122 positions
#8Valued Retirements, Inc.Passive
Some overlap · 3 shared positions
$TECK$FLEX$IAU
$102M
90 positions
#9KEYBANK NATIONAL ASSOCIATION/OHPassive
Some overlap · 4 shared positions
$CCJ$IAU$BAC$FCX
$27.4B
1,235 positions
#10Colony Family Offices, LLCActive
Some overlap · 3 shared positions
$DDOG$FLEX$IAU
$406M
62 positions
#11Oribel Capital Management, LPPassive
Some overlap · 3 shared positions
$DDOG$FLEX$MSI
$2.3B
118 positions
#12Heritage Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$CCJ$ETN$MPC$FCX
$202M
157 positions
#13RiverGlades Family Offices LLCActive
Some overlap · 4 shared positions
$DDOG$IAU$MPC$BAC
$170M
87 positions
#14TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive
Some overlap · 4 shared positions
$DDOG$FLEX$GMM$IAU
$26.0B
702 positions
#15Covea FinanceActive
Some overlap · 3 shared positions
$CCJ$BAC$MSI
$2.9B
146 positions
#16Pacifica Partners Inc.Passive
Some overlap · 3 shared positions
$CCJ$BAC$FCX
$301M
451 positions
#17Sanchez Levi GarrettActive
Some overlap · 4 shared positions
$DDOG$GMM$MPC$IAU
$159M
74 positions
#18Archer Investment Management, LLCPassive
Some overlap · 3 shared positions
$DDOG$IAU$GMM
$238M
108 positions
#19ONE Advisory Partners, LLCActive
Some overlap · 3 shared positions
$DDOG$IAU$GMM
$324M
72 positions
#20RCS Financial Planning, LLCPassive
Some overlap · 3 shared positions
$DDOG$IAU$GMM
$193M
98 positions
#21GRAND WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$DDOG$IAU$ETN
$212M
87 positions
#22RETIREMENT PLANNING GROUP, LLC / NYPassive
Some overlap · 3 shared positions
$TECK$BAC$MPC
$155M
94 positions
#23Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$DDOG$IAU$BAC
$607M
110 positions
#24Harbour Wealth Management Group, Inc.Passive
Some overlap · 5 shared positions
$TT$IAU$ETN$MPC$MSI
$133M
89 positions
#25TIAA TRUST, NATIONAL ASSOCIATIONPassive
Some overlap · 4 shared positions
$DDOG$GMM$IAU$FLEX
$1.6B
390 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.