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Hedge Funds Similar to Rather & Kittrell

13F Portfolio OverlapQ2 2026Rather & Kittrell portfolio →
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Most similar hedge funds by 13F overlap

Rather & Kittrell, Inc. is an institutional investor managing $716M across 108 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 Rather & Kittrell are Baugh & Associates, Carlson, GARDNER RUSSO & QUINN, with shared positions in $LOW, $TFC, $SO, $MO, $NEE, $VZ. The full ranking of 25 similar funds is below.

#1Baugh & Associates, LLCActive
Notable overlap · 7 shared positions
$LOW$TFC$SO$MO$NEE$VZ
$226M
42 positions
#2Carlson Capital, L.P.Passive
Some overlap · 4 shared positions
$TFC$FHN$PM$MCD
$494M
74 positions
#3GARDNER RUSSO & QUINN LLCSmart money
Some overlap · 4 shared positions
$MLM$PM$MO$VMC
$8.9B
85 positions
#4Veratis Advisors, Inc.Passive
Some overlap · 4 shared positions
$TFC$LOW$PM$MCD
$141M
84 positions
#5Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$LOW$TFC$PM$MO$NEE$MCD
$334M
127 positions
#6Belleair Asset Management, LLCActive
Some overlap · 5 shared positions
$LOW$TFC$PM$SO$NEE
$119M
84 positions
#7MCRAE CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$TFC$LOW$SO
$508M
113 positions
#8Reliant Investment Partners, LLCPassive
Some overlap · 3 shared positions
$TFC$LOW$VZ
$147M
126 positions
#9Loudon Investment Management, LLCPassive
Some overlap · 3 shared positions
$TFC$LOW$NEE
$204M
95 positions
#10Fee-Only Financial Planning, L.C.Smart money
Some overlap · 4 shared positions
$TFC$PM$SO$MO
$187M
45 positions
#11Hardin Capital Partners, LLCActive
Some overlap · 6 shared positions
$LOW$TFC$MO$PM$MLM$VZ
$215M
141 positions
#12First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$LOW$PM$SO$NEE$MCD
$529M
75 positions
#13Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$TFC$LOW$PM$MO$NEE
$10.2B
208 positions
#14Passive Capital Management, LLC.Active
Some overlap · 4 shared positions
$LOW$TFC$PM$MCD
$320M
94 positions
#15Keystone Financial Group, Inc.Active
Some overlap · 4 shared positions
$TFC$UCB$SO$KMB
$191M
122 positions
#16Armor Investment Advisors, LLCActive
Some overlap · 5 shared positions
$LOW$SO$PGR$VZ$NEE
$312M
155 positions
#17Welch Group, LLCPassive
Some overlap · 6 shared positions
$TFC$SO$KMB$NEE$VZ$MCD
$2.9B
326 positions
#18GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$TFC$PM$SO$MO$VZ$AEM
$2.2B
268 positions
#19Disciplined Equity Management, Inc.Smart money
Some overlap · 4 shared positions
$TFC$MO$VZ$LOW
$226M
45 positions
#20Griffith & Werner, Inc.Passive
Some overlap · 4 shared positions
$TFC$SO$VZ$PM
$213M
71 positions
#21Range Financial Group LLCPassive
Some overlap · 6 shared positions
$LOW$PM$MO$KMB$VZ$MCD
$366M
206 positions
#22OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$TFC$PM$SO$NEE$VZ
$329M
323 positions
#23Mason & Associates, LLCSmart money
Some overlap · 3 shared positions
$TFC$SO$MCD
$481M
45 positions
#24Coston, McIsaac & PartnersPassive
Some overlap · 7 shared positions
$PM$SO$MO$KMB$NEE$VZ
$497M
948 positions
#25Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$TFC$PM$MO$VZ$MCD
$116M
65 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.