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Hedge Funds Similar to KESTRA PRIVATE WEALTH SERVICES,

13F Portfolio OverlapQ1 2026KESTRA PRIVATE WEALTH SERVICES, portfolio →
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Most similar hedge funds by 13F overlap

KESTRA PRIVATE WEALTH SERVICES, LLC is an institutional investor managing $8.1B across 1,762 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 KESTRA PRIVATE WEALTH SERVICES, are Comprehensive Financial Planning, /PA, Eaton Financial Company,, Transcendent Group, with shared positions in $WT, $PLTR, $MS, $MU, $USB, $AMN. The full ranking of 25 similar funds is below.

#1Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 4 shared positions
$WT$PLTR$MS$MU
$144M
387 positions
#2Eaton Financial Holdings Company, LLCPassive
Some overlap · 4 shared positions
$WT$PLTR$USB$MU
$305M
125 positions
#3Transcendent Capital Group LLCPassive
Some overlap · 4 shared positions
$WT$PLTR$USB$AMN
$219M
112 positions
#4Lauer Wealth, LLCActive
Some overlap · 4 shared positions
$WT$PLTR$USB$MU
$126M
67 positions
#5IAM Advisory, LLCActive
Some overlap · 4 shared positions
$WT$PLTR$USB$AMN
$446M
95 positions
#6Whalen Wealth Management Inc.Passive
Some overlap · 4 shared positions
$WT$PLTR$MS$MU
$187M
174 positions
#7Anfield Capital Management, LLCPassive
Some overlap · 4 shared positions
$WT$PLTR$USB$AMN
$363M
715 positions
#8CALTON & ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$WT$MS$USB$MU
$696M
438 positions
#9Strategic Financial Concepts, LLCPassive
Some overlap · 4 shared positions
$WT$MS$USB$MU
$405M
298 positions
#10Vines Capital Management, LLCActive
Some overlap · 4 shared positions
$WT$MS$AMN$PLTR
$101M
77 positions
#11ORG Partners LLC
Some overlap · 3 shared positions
$WT$PLTR$MS
$568M
1,708 positions
#12McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$WT$PLTR$MS
$885M
121 positions
#13Cascade Financial Partners, LLCActive
Some overlap · 4 shared positions
$WT$MS$AMN$USB
$970M
263 positions
#14Mason & Associates IncActive
Some overlap · 3 shared positions
$WT$PLTR$MS
$516M
160 positions
#15truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$WT$PLTR$MS
$97M
49 positions
#16Yoder Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$WT$PLTR$USB
$219M
124 positions
#17Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$WT$PLTR$USB
$215M
74 positions
#18JT Stratford LLCPassive
Some overlap · 3 shared positions
$WT$PLTR$USB
$786M
297 positions
#19GFS Advisors, LLCPassive
Some overlap · 3 shared positions
$WT$PLTR$USB
$785M
159 positions
#20HighPoint Advisor Group LLCPassive
Some overlap · 4 shared positions
$WT$MS$AMN$PLTR
$2.4B
642 positions
#21National Wealth Management Group, LLCPassive
Some overlap · 4 shared positions
$WT$PLTR$USB$MU
$269M
215 positions
#22Main Street Financial Solutions, LLC
Some overlap · 3 shared positions
$WT$PLTR$USB
$1.3B
560 positions
#23Encompass More Asset ManagementPassive
Some overlap · 4 shared positions
$WT$MU$USB$PLTR
$597M
251 positions
#24WealthPlan Investment Management, LLCPassive
Some overlap · 3 shared positions
$WT$MS$PLTR
$1.8B
458 positions
#25CVFG LLCPassive
Some overlap · 3 shared positions
$WT$PLTR$MU
$804M
239 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.