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 Kelman-Lazarov,

13F Portfolio OverlapQ1 2026Kelman-Lazarov, portfolio →

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Most similar hedge funds by 13F overlap

Kelman-Lazarov, Inc. is an institutional investor managing $698M across 140 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 Kelman-Lazarov, are LifeGoal Investments,, Stonebridge Financial Group,, SONATA GROUP, with shared positions in $TXN, $DDOG, $SNOW, $HUM, $COP, $WT. The full ranking of 25 similar funds is below.

#1LifeGoal Investments, LLCActive

Some overlap · 5 shared positions

$TXN $DDOG $SNOW $HUM $COP

$175M

112 positions

#2Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$TXN $DDOG $SNOW $WT $AMGN

$1.2B

262 positions

#3SONATA CAPITAL GROUP INCActive

Some overlap · 6 shared positions

$DDOG $SNOW $WT $MDY $HUM $COP

$271M

123 positions

#4GENESIS PRIVATE WEALTH, LLCPassive

Some overlap · 4 shared positions

$TXN $DDOG $SNOW $HUM

$318M

182 positions

#5Smith Partners Wealth Management, LLCActive

Some overlap · 6 shared positions

$TXN $SNOW $DDOG $HUM $WT $PM

$112M

76 positions

#6Kuhn & Co Investment CounselPassive

Some overlap · 5 shared positions

$DDOG $TXN $SNOW $COP $AMGN

$155M

142 positions

#7Resonant Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$DDOG $SNOW $HUM $COP $MDY $AXP

$1.9B

495 positions

#8Sterling Financial Planning, Inc.Active

Some overlap · 6 shared positions

$DDOG $SNOW $WT $COP $NSC $HUM

$337M

117 positions

#9Hershey Financial Advisers, LLCPassive

Some overlap · 7 shared positions

$SNOW $TXN $WT $COP $DDOG $FDX

$116M

80 positions

#10McNamara Financial Services, Inc.Smart money

Some overlap · 4 shared positions

$TXN $DDOG $HUM $WT

$528M

99 positions

#11Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Some overlap · 3 shared positions

$TXN $DDOG $SNOW

$194M

146 positions

#12Paladin Advisory Group, LLCPassive

Some overlap · 4 shared positions

$TXN $SNOW $DDOG $MDY

$131M

241 positions

#13Asset Management Group, Inc.Active

Some overlap · 5 shared positions

$DDOG $SNOW $MDY $HUM $COP

$619M

138 positions

#14XY Planning Network, Inc.Passive

Some overlap · 5 shared positions

$TXN $SNOW $WT $COP $NSC

$626M

273 positions

#15JACOBSON & SCHMITT ADVISORS, LLCActive

Some overlap · 4 shared positions

$TXN $DDOG $COP $FDX

$551M

78 positions

#16Avantax Planning Partners, Inc.Active

Some overlap · 6 shared positions

$TXN $SNOW $WT $HUM $COP $AMGN

$3.6B

435 positions

#17STEPHENSON NATIONAL BANK & TRUSTActive

Some overlap · 4 shared positions

$TXN $DDOG $MDY $PM

$351M

301 positions

#18Hurlow Wealth Management Group, Inc.Active

Some overlap · 5 shared positions

$DDOG $SNOW $HUM $COP $NSC

$420M

120 positions

#19W.H. Cornerstone Investments Inc.Active

Some overlap · 5 shared positions

$TXN $SNOW $DDOG $COP $DIA

$160M

129 positions

#20Donalies Financial Planning, LLCActive

Some overlap · 5 shared positions

$DDOG $SNOW $TXN $HUM $NSC

$117M

74 positions

#21Kestra Investment Management, LLCActive

Some overlap · 6 shared positions

$DDOG $SNOW $WT $TXN $PM $FDX

$5.8B

439 positions

#22NORTHWESTERN MUTUAL WEALTH MANAGEMENT COPassive

Some overlap · 6 shared positions

$DDOG $SNOW $MDY $HUM $COP $WT

$162.4B

4,113 positions

#23Eaton Financial Holdings Company, LLCActive

Some overlap · 4 shared positions

$DDOG $SNOW $WT $DIA

$305M

125 positions

#24CHRISTINE MESSMER PCActive

Some overlap · 5 shared positions

$DDOG $SNOW $COP $HUM $AMGN

$156M

80 positions

#25MBE Wealth Management, LLCActive

Some overlap · 5 shared positions

$TXN $SNOW $COP $HUM $WT

$241M

141 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.