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Hedge Funds Similar to Rachor Investment Advisory Services

13F Portfolio OverlapQ2 2026Rachor Investment Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

Rachor Investment Advisory Services, LLC is an institutional investor managing $203M across 203 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 Rachor Investment Advisory Services are Presper Financial Architects, EPIQ PARTNERS, Stone Summit Wealth, with shared positions in $HBAN, $NEE, $PEP, $ED, $ECL, $CMI. The full ranking of 25 similar funds is below.

#1Presper Financial Architects, LLCSmart money
Some overlap · 4 shared positions
$HBAN$NEE$PEP$ED
$192M
55 positions
#2EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$HBAN$NEE$ECL
$236M
98 positions
#3Stone Summit Wealth LLCPassive
Some overlap · 6 shared positions
$CMI$AXP$NEE$PEP$ECL$SYK
$394M
144 positions
#4BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 6 shared positions
$CMI$AXP$BA$PFE$ALL$GLW
$263M
90 positions
#5Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$CMI$GLW$NEE$PEP
$239M
126 positions
#6Curat Global, LLCPassive
Some overlap · 5 shared positions
$HBAN$CMI$AXP$PEP$PFE
$122M
251 positions
#7OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$CMI$GLW$NEE$PEP
$530M
275 positions
#8Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$GLW$CMI$NEE$AXP$SYK
$1.3B
275 positions
#9NOESIS CAPITAL MANGEMENT CORPActive
Some overlap · 5 shared positions
$CMI$AXP$NEE$ECL$SYK
$832M
124 positions
#10St. Johns Investment Management Company, LLCPassive
Some overlap · 5 shared positions
$CMI$GLW$AXP$NEE$SYK
$264M
201 positions
#11River Street Advisors LLCPassive
Some overlap · 4 shared positions
$CMI$GLW$NEE$PEP
$340M
177 positions
#12WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$CMI$NEE$PEP$ASML$BA
$1.3B
73 positions
#13D.A. DAVIDSON & CO.Active
Some overlap · 6 shared positions
$CMI$NEE$PEP$PFE$ECL$BA
$18.1B
1,593 positions
#14DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$CMI$PEP$BA$PFE$ALL
$530M
92 positions
#15UNITED BANKActive
Some overlap · 4 shared positions
$CMI$GLW$PEP$SYK
$853M
130 positions
#16Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$AXP$NEE$PEP$ASML$PFE$ECL
$116M
240 positions
#17Xcel Wealth Management, LLCPassive
Some overlap · 6 shared positions
$GLW$NEE$BA$PFE$CRWD$F
$419M
140 positions
#18Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$CMI$AXP$NEE$ASML
$710M
193 positions
#19Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$GLW$AXP$ASML$MELI$CRWD
$115M
89 positions
#20CULBERTSON A N & CO INCActive
Some overlap · 3 shared positions
$CMI$GLW$PEP
$859M
140 positions
#21NovaPoint Capital, LLCPassive
Some overlap · 3 shared positions
$CMI$GLW$PEP
$481M
161 positions
#22Brendel Financial Advisors LLCPassive
Some overlap · 4 shared positions
$CMI$AXP$NEE$PFE
$216M
101 positions
#23Karani Asset Management LLCPassive
Some overlap · 4 shared positions
$CMI$AXP$ASML$SYK
$139M
57 positions
#24M. Kulyk & Associates, LLCActive
Some overlap · 4 shared positions
$GLW$AXP$NEE$ECL
$613M
113 positions
#25JACOBS & CO/CAPassive
Some overlap · 5 shared positions
$CMI$GLW$AXP$PEP$CRWD
$1.2B
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.