13F Pro

Hedge Funds Similar to Krilogy Financial

13F Portfolio OverlapQ3 2026Krilogy Financial portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Krilogy Financial LLC is an institutional investor managing $3.7B across 1,083 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Krilogy Financial are SWS Partners, VMS Asset Limited, Fedenia Advisers, with shared positions in $MRVL, $TER, $APH, $UBER, $PM, $GLW. The full ranking of 25 similar funds is below.

#1SWS PartnersPassive
Some overlap · 6 shared positions
$MRVL$TER$APH$UBER$PM$GLW
$465M
108 positions
#2VMS Asset Management LimitedActive
Some overlap · 5 shared positions
$MRVL$WDC$TER$FIX$GLW
$264M
32 positions
#3Fedenia Advisers LLCActive
Some overlap · 5 shared positions
$MRVL$WDC$TER$FIX$GLW
$425M
121 positions
#4SEEDS INVESTOR LLCPassive
Some overlap · 5 shared positions
$MRVL$WDC$TER$FIX$GLW
$973M
379 positions
#5Park Capital Management, LLC / WIPassive
Some overlap · 5 shared positions
$MRVL$WDC$TER$FIX$GLW
$197M
224 positions
#6Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$MRVL$WDC$FIX$APH$GLW
$147M
69 positions
#7Alpha Financial Advisors, LLCActive
Some overlap · 5 shared positions
$MRVL$WDC$TER$PM$GLW
$382M
114 positions
#8MITCHELL CAPITAL MANAGEMENT COPassive
Slight overlap · 5 shared positions
$WDC$TER$FIX$APH$GLW
$657M
117 positions
#9Stonebridge Financial Group, LLC / MOPassive
Slight overlap · 5 shared positions
$AEE$TER$FIX$EMR$GLW
$151M
171 positions
#10Emergent Wealth Advisors, LLCActive
Slight overlap · 5 shared positions
$WDC$TER$APH$UBER$GLW
$191M
124 positions
#11Astoria Portfolio Advisors LLC.Passive
Slight overlap · 5 shared positions
$WDC$SCHW$APH$FIX$PM
$593M
358 positions
#12TOEWS CORP /ADVActive
Slight overlap · 5 shared positions
$WDC$SCHW$FIX$PM$GLW
$686M
151 positions
#13Western Financial Corp/CAActive
Slight overlap · 4 shared positions
$MRVL$WDC$TER$APH
$300M
136 positions
#14BERKSHIRE CAPITAL HOLDINGS INCActive
Slight overlap · 4 shared positions
$MRVL$WDC$TER$GLW
$462M
122 positions
#15Goldstream Capital Management LtdActive
Slight overlap · 4 shared positions
$MRVL$WDC$TER$GLW
$132M
45 positions
#16Retireful, LLCPassive
Slight overlap · 4 shared positions
$MRVL$WDC$FIX$GLW
$116M
86 positions
#17Virtue Capital Management, LLCPassive
Slight overlap · 4 shared positions
$MRVL$WDC$FIX$GLW
$749M
343 positions
#18Capital Investment Counsel, IncActive
Slight overlap · 4 shared positions
$MRVL$TER$SCHW$GLW
$935M
265 positions
#19Geneva Partners, LLCPassive
Slight overlap · 4 shared positions
$MRVL$TER$FIX$GLW
$334M
81 positions
#20HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Slight overlap · 4 shared positions
$MRVL$SCHW$APH$GLW
$217M
352 positions
#21SHELTON WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$MRVL$APH$EMR$UBER
$254M
141 positions
#22Benchmark Investment Advisors LLCActive
Slight overlap · 4 shared positions
$MRVL$FIX$APH$UBER
$228M
70 positions
#23STANCE CAPITAL LLCPassive
Slight overlap · 4 shared positions
$WDC$MRVL$TER$GLW
$328M
340 positions
#24Sound Capital Solutions LLCPassive
Slight overlap · 4 shared positions
$WDC$TER$APH$UBER
$427M
309 positions
#25USA FINANCIAL FORMULASActive
Slight overlap · 4 shared positions
$MRVL$WDC$TER$GLW
$546M
412 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.