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Hedge Funds Similar to RHODES INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026RHODES INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

RHODES INVESTMENT ADVISORS INC /ADV is an institutional investor managing $136M across 127 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 RHODES INVESTMENT ADVISORS are GFG, MFG WEALTH, RED REEF ADVISORS, with shared positions in $DELL, $CRWD, $NOW, $HOOD, $AXP, $UBER. The full ranking of 25 similar funds is below.

#1GFG Capital, LLCPassive
Notable overlap · 7 shared positions
$DELL$CRWD$NOW$HOOD$AXP$UBER
$363M
100 positions
#2MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$DELL$SBUX$PLTR$SOFI
$140M
63 positions
#3RED REEF ADVISORS LLCPassive
Some overlap · 5 shared positions
$DELL$CRWD$PLTR$BLK$NOW
$108M
183 positions
#4GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 5 shared positions
$BN$SBUX$NOW$BLK$UBER
$372M
82 positions
#5Bulltick Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DELL$PLTR$NOW$SBUX$UBER
$490M
134 positions
#6Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$CRWD$AXP$NOW$HOOD$RDDT$UBER
$115M
89 positions
#7FLOYD FINANCIAL GROUP LLCActive
Some overlap · 6 shared positions
$SBUX$PLTR$HOOD$SOFI$RDDT$UBER
$153M
65 positions
#8KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$BN$CRWD$PLTR$BLK$UBER
$351M
166 positions
#9Meadowbrook Wealth Management, LLCPassive
Some overlap · 6 shared positions
$CRWD$PLTR$HOOD$RDDT$SBUX$UBER
$93M
81 positions
#10Alden Global Capital LLCActive
Some overlap · 4 shared positions
$DELL$PLTR$ET$UBER
$273M
19 positions
#11Everest Financial Group LLCPassive
Some overlap · 5 shared positions
$DELL$CRWD$NOW$ET$UBER
$738M
208 positions
#12PeakShares LLCActive
Some overlap · 5 shared positions
$CRWD$DELL$PLTR$AXP$UBER
$134.4B
122 positions
#13Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$DELL$CRWD$AXP$PLTR
$248M
55 positions
#14Menard Financial Group LLCActive
Some overlap · 4 shared positions
$DELL$CRWD$PLTR$AXP
$184M
80 positions
#15ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$CRWD$PLTR$NOW$HOOD$UBER
$551M
40 positions
#16Titan Wealth (CI) LtdPassive
Some overlap · 5 shared positions
$CRWD$PLTR$NOW$RDDT$UBER
$269M
51 positions
#17McGowan Group Asset Management, Inc.Active
Some overlap · 3 shared positions
$DELL$FDX$ET
$823M
154 positions
#18Kultura Capital Management LPActive
Some overlap · 5 shared positions
$CRWD$PLTR$HOOD$DELL$RDDT
$553M
66 positions
#19William Allan CorpActive
Some overlap · 3 shared positions
$DELL$SBUX$AXP
$204M
62 positions
#20Nicholas Wealth, LLC.Passive
Some overlap · 4 shared positions
$DELL$CRWD$HOOD$SOFI
$182M
127 positions
#21MN Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$DELL$NOW$CRWD$PLTR
$235M
134 positions
#22FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$DELL$PLTR$CRWD$ET
$490M
188 positions
#23Royal Fund Management, LLCPassive
Some overlap · 5 shared positions
$DELL$CRWD$HOOD$SBUX$UBER
$1.2B
291 positions
#24Kercheville Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$SBUX$UBER$ET$PLTR
$328M
108 positions
#25Unify Financial AdvisorsPassive
Some overlap · 3 shared positions
$DELL$SBUX$UBER
$108M
90 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.