13F Pro

Hedge Funds Similar to RAINEY & RANDALL WEALTH ADVISORS

13F Portfolio OverlapQ2 2026RAINEY & RANDALL WEALTH ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RAINEY & RANDALL WEALTH ADVISORS INC. is an institutional investor managing $700M across 77 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 RAINEY & RANDALL WEALTH ADVISORS are Windle Wealth, Columbus Macro, Gordian Singapore Pte Ltd, with shared positions in $WELL, $MCD, $SO, $SNPS, $OHI, $AFL. The full ranking of 25 similar funds is below.

#1Windle Wealth, LLCActive
Some overlap · 3 shared positions
$WELL$MCD$SO
$249M
35 positions
#2Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$SNPS$OHI$AFL
$1.0B
207 positions
#3Gordian Capital Singapore Pte LtdPassive
Some overlap · 3 shared positions
$SNPS$WELL$BABA
$58M
126 positions
#4Asset Planning,IncPassive
Some overlap · 4 shared positions
$WELL$MCD$CB$SO
$154M
334 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$AFL$MCD$CB$SO$TGT
$201M
57 positions
#6Exeter Financial, LLCPassive
Some overlap · 3 shared positions
$AFL$MCD$TGT
$261M
101 positions
#7Liberty Capital Management, Inc.Passive
Some overlap · 5 shared positions
$AFL$MCD$WELL$CB$TMO
$582M
184 positions
#8DAVIS-REA LTD.Active
Some overlap · 4 shared positions
$SNPS$MCD$CB$TMO
$351M
45 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNPS$MCD$TMO
$358M
74 positions
#10Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$SNPS$AFL$MCD
$481M
125 positions
#11Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$SNPS$OHI$SO
$486M
249 positions
#12ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$AFL$MCD$CB$TMO
$1.9B
88 positions
#13DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$AFL$SNPS$CB$TMO$MSCI
$124M
100 positions
#14Yoffe Investment Management, LLCPassive
Some overlap · 3 shared positions
$SNPS$MCD$AFL
$87M
113 positions
#15PGGM InvestmentsActive
Some overlap · 3 shared positions
$WELL$SNPS$TMO
$4.1B
59 positions
#16Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SNPS$MCD$CB
$158M
100 positions
#17CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 3 shared positions
$SNPS$MCD$MSCI
$1.2B
203 positions
#18Midway Capital Research & ManagementActive
Some overlap · 3 shared positions
$SNPS$MCD$MSCI
$126M
114 positions
#19LongView Wealth ManagementPassive
Some overlap · 4 shared positions
$AFL$WELL$MCD$SO
$390M
227 positions
#20Dominguez Wealth Management Solutions, Inc.Active
Some overlap · 4 shared positions
$AFL$MCD$SPCX$TGT
$181M
75 positions
#21SWAN Capital LLCActive
Some overlap · 3 shared positions
$SNPS$MCD$SO
$292M
580 positions
#22LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 4 shared positions
$AFL$MCD$CB$TMO
$361M
59 positions
#23Biondo Investment Advisors, LLCActive
Some overlap · 3 shared positions
$MCD$OHI$AFL
$817M
89 positions
#24MATHER GROUP, LLC.Active
Some overlap · 4 shared positions
$MCD$SNPS$AFL$TGT
$11.5B
1,903 positions
#25Gillson Capital LPActive
Some overlap · 3 shared positions
$WELL$CB$MSCI
$1.7B
80 positions

Compare RAINEY & RANDALL WEALTH ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View RAINEY & RANDALL WEALTH ADVISORS’s holdings

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.