Rational Advisors, Inc. is an SEC-registered investment adviser based in San Juan, PR that reports managing 1 hedge fund on Form ADV. It reports $2.6 billion in regulatory assets under management. Its private funds, of all types, hold $9.7 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +5.7% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +24.9% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $2.6 billionForm ADV Item 5.F
- Gross assets of private funds
- $9.7 millionAll private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 17Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 111452
- Latest Form ADV
- 05/08/2026Disciplinary disclosures: yes, see SEC record
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +6.9% | +14.8% |
| Q1 2026 | -1.2% | -4.6% |
| Q4 2025 | -0.6% | +2.4% |
| Q3 2025 | +5.3% | +7.8% |
| Q2 2025 | +4.1% | +10.4% |
| Q1 2025 | -0.8% | -4.5% |
| Q4 2024 | -3.5% | +2.1% |
| Q3 2024 | +13.2% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Ishares Core U.S. Aggregate Bond ETF$72.8 million
- Vanguard BD Index FDS$72.7 million
- Schwab US Aggregate Bond ETF$72.7 million
- Ishares Core S&P 500 ETF$52.3 million
- Global X MLP And Energy Infras$49.2 million
- Invesco Nasdaq 100 ETF$45.9 million
- Wisdomtree US Efficient Core$43.4 million
- Select Sector SPDR TR Sbi Int-$41.1 million
- Vanguard Specialized Funds$35.8 million
- Vanguard S&P 500 ETF$34.7 million
As of 2026-06-30, from 13F filing by Rational Advisors, Inc..
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures