How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Krilogy Financial

13F Portfolio OverlapQ1 2026Krilogy Financial portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Krilogy Financial LLC is an institutional investor managing $3.1B across 981 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 Krilogy Financial are FMB WEALTH, DOPKINS WEALTH ,, POINCIANA ADVISORS GROUP,, with shared positions in $AMN, $MU, $SCHW, $NSC, $LRCX, $SNOW. The full ranking of 25 similar funds is below.

#1FMB WEALTH MANAGEMENTActive

Some overlap · 5 shared positions

$AMN $MU $SCHW $NSC $LRCX

$242M

73 positions

#2DOPKINS WEALTH MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$AMN $SCHW $SNOW $GE

$249M

92 positions

#3POINCIANA ADVISORS GROUP, LLCPassive

Some overlap · 5 shared positions

$AMN $SNOW $GE $LRCX $TER

$127M

130 positions

#4ORRSTOWN FINANCIAL SERVICES INCActive

Some overlap · 4 shared positions

$AMN $SNOW $GE $LRCX

$597M

117 positions

#5Andrews Advisory Associates, LLCActive

Some overlap · 3 shared positions

$AMN $SCHW $SNOW

$190M

82 positions

#6WealthCollab, LLCPassive

Some overlap · 3 shared positions

$AMN $SCHW $SNOW

$243M

977 positions

#7Tillman Hartley LLCActive

Some overlap · 3 shared positions

$AMN $SCHW $SNOW

$398M

88 positions

#8Fonville Wealth Management LLCPassive

Some overlap · 3 shared positions

$AMN $SCHW $SNOW

$525M

138 positions

#9Financial Futures Ltd Liability Co.Active

Some overlap · 3 shared positions

$AMN $SCHW $SNOW

$228M

72 positions

#10DBK Financial Counsel, LLCActive

Some overlap · 3 shared positions

$AMN $SCHW $SNOW

$132M

59 positions

#11Austin Asset Management Co IncSmart money

Some overlap · 3 shared positions

$AMN $SCHW $SNOW

$608M

85 positions

#12FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 4 shared positions

$AMN $SCHW $SNOW $MU

$293M

105 positions

#13Lantern Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$AMN $SCHW $SNOW

$195M

174 positions

#14Moisand Fitzgerald Tamayo, LLCActive

Some overlap · 5 shared positions

$AMN $SNOW $LRCX $SCHW $HLT

$931M

518 positions

#15WorthPointe, LLCActive

Some overlap · 4 shared positions

$AMN $SNOW $MU $GE

$369M

118 positions

#16VOISARD ASSET MANAGEMENT GROUP, INC.Active

Some overlap · 5 shared positions

$AMN $MU $GE $LRCX $SCHW

$469M

104 positions

#17Allegiance Financial Group Advisory Services LLCActive

Some overlap · 5 shared positions

$AMN $GE $SCHW $UBER $MU

$503M

198 positions

#18Passive Capital Management, LLC.Active

Some overlap · 3 shared positions

$AMN $SCHW $SNOW

$335M

104 positions

#19Werba Rubin Papier Wealth ManagementPassive

Some overlap · 4 shared positions

$AMN $SNOW $LRCX $SCHW

$718M

278 positions

#20Greater Midwest Financial Group, LLCPassive

Some overlap · 3 shared positions

$AMN $MU $LRCX

$186M

65 positions

#21COGENT STRATEGIC WEALTH LLCActive

Some overlap · 3 shared positions

$AMN $MU $GE

$97M

56 positions

#22ISLAY CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$AMN $SNOW $SCHW

$197M

204 positions

#23Wheelhouse Advisory Group LLCActive

Some overlap · 4 shared positions

$AMN $SNOW $AEE $EMR

$302M

51 positions

#24Frankly Finances, LLCActive

Some overlap · 3 shared positions

$AMN $SCHW $SNOW

$110M

64 positions

#25Flaharty Asset Management, LLCActive

Some overlap · 4 shared positions

$AMN $SNOW $SCHW $MU

$806M

133 positions

Compare Krilogy Financial’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Krilogy Financial’s holdings

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.