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Hedge Funds Similar to KILEY JUERGENS WEALTH

13F Portfolio OverlapQ2 2026KILEY JUERGENS WEALTH portfolio →
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Most similar hedge funds by 13F overlap

KILEY JUERGENS WEALTH MANAGEMENT, LLC is an institutional investor managing $639M across 241 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to KILEY JUERGENS WEALTH are DB Fitzpatrick, LEDERER & ASSOCIATES INVESTMENT COUNSEL, WealthBridge Investment Counsel, with shared positions in $SBUX, $BA, $ETN, $WM, $CRWD, $MCD. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$SBUX$BA$ETN$WM
$124M
100 positions
#2LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 6 shared positions
$CRWD$BA$SBUX$MCD$UBER$WM
$152M
84 positions
#3WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$SBUX$BA$ETN
$375M
44 positions
#4Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SBUX$CRWD$MCD$WM
$358M
74 positions
#5MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SBUX$BA$WM
$140M
63 positions
#6Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$BA$CRWD$ETN$UBER$WM
$825M
104 positions
#7GRAYBILL WEALTH MANAGEMENT, LTD.
Some overlap · 4 shared positions
$SBUX$BA$UBER$URI
$372M
82 positions
#8Pacific Asset Management, LLCActive
Some overlap · 4 shared positions
$BA$SBUX$HFWA$MCD
$204M
76 positions
#9TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$BA$CRWD$ETN$UBER$WM
$238M
118 positions
#10Robinhood Asset Management, LLCActive
Some overlap · 5 shared positions
$SBUX$CRWD$ETN$UBER$NET
$1.9B
83 positions
#11Goodman Financial CorpPassive
Some overlap · 4 shared positions
$SBUX$ETN$UBER$WM
$647M
73 positions
#12Paladin Wealth, LLCPassive
Some overlap · 5 shared positions
$CRWD$SBUX$ETN$MCD$URI
$172M
134 positions
#13FLOYD FINANCIAL GROUP LLCActive
Some overlap · 4 shared positions
$SBUX$BA$MCD$UBER
$153M
65 positions
#14Pegasus Asset Management, Inc.Passive
Some overlap · 3 shared positions
$SBUX$BA$ETN
$351M
75 positions
#15RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 3 shared positions
$SBUX$CRWD$UBER
$136M
127 positions
#16Capital Planning LLCActive
Some overlap · 3 shared positions
$SBUX$BA$PCAR
$343M
88 positions
#17Mattson Financial Services, LLCPassive
Some overlap · 5 shared positions
$CRWD$SBUX$ETN$MCD$URI
$478M
235 positions
#18Lakeside Advisors, INC.Active
Some overlap · 5 shared positions
$SBUX$PCAR$MCD$BA$WM
$159M
65 positions
#19Leelyn Smith, LLCActive
Some overlap · 4 shared positions
$BA$CRWD$ETN$MCD
$822M
157 positions
#20LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$SBUX$CRWD$MCD$UBER
$782M
179 positions
#21Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$SBUX$CRWD$BA
$319M
123 positions
#22MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$BA$SBUX$ETN$UBER
$126M
196 positions
#23Bedell Frazier Investment Counselling, LLC
Some overlap · 4 shared positions
$BA$CRWD$ETN$MCD
$495M
128 positions
#24Cohen Investment Advisors LLCPassive
Some overlap · 3 shared positions
$SBUX$BA$MCD
$223M
81 positions
#25Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SBUX$BA$MCD
$330M
73 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.