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Hedge Funds Similar to KELLY FINANCIAL GROUP

13F Portfolio OverlapQ1 2026KELLY FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

KELLY FINANCIAL GROUP LLC is an institutional investor managing $450M across 107 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to KELLY FINANCIAL GROUP are Savant ,, Kraft, Davis & Associates,, Advantage, with shared positions in $SOLV, $SNOW, $NKE, $DHR, $SE, $KO. The full ranking of 25 similar funds is below.

#1Savant Capital, LLCActive
Notable overlap · 6 shared positions
$SOLV$SNOW$NKE$DHR$SE$KO
$20.7B
1,500 positions
#2Kraft, Davis & Associates, LLCPassive
Notable overlap · 3 shared positions
$SHW$NKE$LEN
$469M
151 positions
#3Advantage Trust CoActive
Notable overlap · 3 shared positions
$SHW$MCD$PFE
$223M
123 positions
#4Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$SOLV$DHR$BAC
$98M
68 positions
#5Lakeridge Wealth Management LLCPassive
Notable overlap · 4 shared positions
$SHW$DHR$T$MCD
$233M
169 positions
#6WNY Asset Management, LLCPassive
Notable overlap · 4 shared positions
$SHW$SNOW$T$MCD
$967M
249 positions
#7REDW Wealth LLCActive
Notable overlap · 3 shared positions
$SOLV$SE$SNOW
$251M
99 positions
#8Vertex Planning Partners, LLCActive
Notable overlap · 4 shared positions
$SOLV$SE$DHR$SHW
$515M
135 positions
#9Madson Wealth Advisors IncPassive
Notable overlap · 6 shared positions
$SOLV$DHR$SE$ASML$HON$KO
$120M
84 positions
#10Sage Mountain Advisors LLCActive
Notable overlap · 3 shared positions
$SOLV$SHW$NKE
$1.4B
281 positions
#11Hughes Financial Services, LLCActive
Notable overlap · 3 shared positions
$SOLV$KO$MCD
$651M
1,720 positions
#12URS Advisory LLCActive
Notable overlap · 3 shared positions
$SHW$SNOW$MCD
$137M
51 positions
#13Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$SNOW$NKE$SOLV
$228M
72 positions
#14Prism Advisors, Inc.Active
Notable overlap · 3 shared positions
$SOLV$NKE$MCD
$375M
75 positions
#15MN Wealth Advisors, LLCPassive
Notable overlap · 6 shared positions
$NKE$SNOW$LUV$SONY$LEN$KO
$206M
124 positions
#16Burk Holdings LLCPassive
Notable overlap · 5 shared positions
$SNOW$NKE$DHR$LUV$BAC
$233M
676 positions
#17Able Wealth Management LLCPassive
Notable overlap · 7 shared positions
$SOLV$SHW$SE$NKE$PFE$LUV
$374M
138 positions
#18Western Reserve Capital Management, LLCActive
Notable overlap · 3 shared positions
$SHW$SNOW$MCD
$122M
50 positions
#19Fiduciary Planning LLCActive
Notable overlap · 3 shared positions
$SHW$BAC$HON
$331M
76 positions
#20Delos Wealth Advisors, LLCPassive
Notable overlap · 6 shared positions
$SOLV$LUV$SHW$MCD$KO$NKE
$175M
260 positions
#21Verus Financial Partners, Inc.Smart money
Notable overlap · 5 shared positions
$SNOW$NKE$DHR$PM$ELV
$1.1B
121 positions
#22Joseph P. Lucia & Associates, LLCPassive
Notable overlap · 3 shared positions
$SHW$SNOW$DHR
$280M
169 positions
#23Tenzing Financial LLCActive
Notable overlap · 3 shared positions
$SOLV$BAC$PM
$133M
70 positions
#24SAYBROOK CAPITAL /NCActive
Notable overlap · 5 shared positions
$SHW$NKE$HON$KO$PFE
$371M
42 positions
#25Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 6 shared positions
$SNOW$NKE$DHR$HON$MCD$TRV
$566M
28 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.