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Hedge Funds Similar to KILEY JUERGENS WEALTH ,

13F Portfolio OverlapQ1 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 $567M across 235 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 KILEY JUERGENS WEALTH , are Lakeside Advisors,, ALBION FINANCIAL GROUP /UT, KDT Advisors,, with shared positions in $SBUX, $GEV, $MCD, $PCAR, $BA, $HUM. The full ranking of 25 similar funds is below.

#1Lakeside Advisors, INC.Active
Some overlap · 6 shared positions
$SBUX$GEV$MCD$PCAR$BA$HUM
$150M
65 positions
#2ALBION FINANCIAL GROUP /UTActive
Some overlap · 5 shared positions
$MKL$SBUX$HUM$GEV$MCD
$1.5B
737 positions
#3KDT Advisors, LLCPassive
Some overlap · 5 shared positions
$MKL$GEV$HUM$MCD$PLTR
$63M
69 positions
#4Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$SBUX$MKL$HUM
$180M
359 positions
#5CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 4 shared positions
$MKL$GEV$HUM$MCD
$689M
198 positions
#6Lincoln Capital LLCActive
Some overlap · 3 shared positions
$SBUX$MKL$MCD
$528M
135 positions
#7M3 Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MKL$GEV$HUM$ETN
$130M
35 positions
#8Pavion Blue Capital, LLCPassive
Some overlap · 4 shared positions
$MKL$GEV$SBUX$MCD
$230M
108 positions
#9MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MKL$BA$SBUX$ETN
$113M
186 positions
#10GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 3 shared positions
$SBUX$GEV$BA
$328M
83 positions
#11Buttonwood Financial Advisors Inc.Active
Some overlap · 4 shared positions
$MKL$SBUX$HUM$MCD
$299M
108 positions
#12ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SBUX$BA$MCD
$853M
70 positions
#13TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$GEV$BA$HUM$ETN
$200M
110 positions
#14QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$MKL$GEV$ETN$PLTR
$857M
122 positions
#15MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SBUX$BA$PLTR
$121M
61 positions
#16RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 3 shared positions
$SBUX$GEV$PLTR
$116M
116 positions
#17Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$MKL$BA$MCD$ETN
$1.4B
211 positions
#18Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$SBUX$GEV$MCD
$147M
64 positions
#19PW Nova Financial Services LLCPassive
Some overlap · 4 shared positions
$MKL$HUM$GEV$PLTR
$399M
193 positions
#20GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 4 shared positions
$GEV$BA$MCD$PLTR
$236M
472 positions
#21Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$BA$GEV$MCD$ETN
$267M
33 positions
#22Northstar Group, Inc.Active
Some overlap · 4 shared positions
$MKL$HUM$SBUX$MCD
$707M
166 positions
#23Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SBUX$BA$MCD
$308M
68 positions
#24Cohen Investment Advisors LLCPassive
Some overlap · 3 shared positions
$SBUX$BA$MCD
$210M
79 positions
#25CADINHA & CO LLCActive
Some overlap · 4 shared positions
$GEV$BA$PLTR$MCD
$537M
103 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.