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Hedge Funds Similar to David R. Rahn & Associates

13F Portfolio OverlapQ2 2026David R. Rahn & Associates portfolio →
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Most similar hedge funds by 13F overlap

David R. Rahn & Associates Inc. is an institutional investor managing $423M across 130 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 David R. Rahn & Associates are FORTEM FINANCIAL GROUP, Evelyn Partners Asset Ltd, Krane Funds Advisors, with shared positions in $YMM, $ANET, $ET, $IAU, $TXN, $SLV. The full ranking of 25 similar funds is below.

#1FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$YMM$ANET$ET
$490M
188 positions
#2Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$YMM$IAU$ANET
$406M
308 positions
#3Krane Funds Advisors LLCActive
Some overlap · 3 shared positions
$YMM$ANET$TXN
$2.8B
185 positions
#4Eagle Strategies LLCPassive
Some overlap · 4 shared positions
$SLV$YMM$IAU$ANET
$1.0B
273 positions
#5Crescent Grove Advisors, LLCPassive
Some overlap · 6 shared positions
$IAU$AEM$WPM$SLV$ET$MPLX
$1.2B
298 positions
#6Exit Wealth Advisors, LLC.Passive
Some overlap · 4 shared positions
$SLV$IAU$AEM$ANET
$220M
150 positions
#7McAlvany Wealth Management LLCPassive
Some overlap · 5 shared positions
$SLV$AEM$WPM$IAU$CNQ
$134M
48 positions
#8RiverGlades Family Offices LLCActive
Some overlap · 4 shared positions
$SLV$AEM$IAU$ET
$218M
108 positions
#9Oxbow Advisors, LLCPassive
Some overlap · 6 shared positions
$AEM$IAU$WPM$ET$MPLX$HL
$1.2B
265 positions
#10New Harbor Financial Group, LLCActive
Some overlap · 5 shared positions
$SLV$IAU$AEM$WPM$HL
$633M
68 positions
#11Brookwood Investment Group LLCPassive
Some overlap · 3 shared positions
$SLV$YMM$IAU
$888M
538 positions
#12Caitlin John, LLCPassive
Some overlap · 4 shared positions
$SLV$YMM$ANET$ULTA
$183M
1,001 positions
#13NKCFO LLCPassive
Slight overlap · 3 shared positions
$SLV$AEM$IAU
$330M
92 positions
#14Grand Central Investment GroupPassive
Slight overlap · 3 shared positions
$SLV$AEM$IAU
$120M
40 positions
#15CHELSEA COUNSEL COPassive
Slight overlap · 4 shared positions
$SLV$AEM$ET$MPLX
$236M
232 positions
#16Faithward Advisors, LLCPassive
Slight overlap · 3 shared positions
$SLV$IAU$ANET
$819M
339 positions
#17O'Domhnaill Enterprises, Inc.Passive
Slight overlap · 3 shared positions
$SLV$AEM$WPM
$125M
61 positions
#18ALTERNA WEALTH MANAGEMENT, INCActive
Slight overlap · 3 shared positions
$SLV$IAU$WPM
$174M
109 positions
#19Robinson Value Management, Ltd.Passive
Slight overlap · 3 shared positions
$SLV$IAU$WPM
$187M
75 positions
#20TopTier Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SLV$IAU$ET
$166M
133 positions
#21Independent Wealth Network Inc.Passive
Slight overlap · 3 shared positions
$SLV$IAU$ET
$393M
340 positions
#22Pettinga Financial Advisors LLCActive
Slight overlap · 3 shared positions
$SLV$IAU$YMM
$624M
156 positions
#23Cadence Wealth Management LLCActive
Slight overlap · 3 shared positions
$SLV$AEM$CNQ
$223M
63 positions
#24ABBINGTON INVESTMENT GROUPActive
Slight overlap · 4 shared positions
$SLV$AEM$HL$KMI
$157M
52 positions
#255T Wealth, LLCActive
Slight overlap · 3 shared positions
$AEM$IAU$ANET
$269M
134 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.