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Hedge Funds Similar to Kovack Advisors,

13F Portfolio OverlapQ1 2026Kovack Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Kovack Advisors, Inc. is an institutional investor managing $1.9B across 1,011 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 Kovack Advisors, are Discipline Wealth Solutions,, Realta Investment Advisors, Breakwater Investment, with shared positions in $UPST, $MSTR, $MKL, $SNOW, $SLV, $HUM. The full ranking of 25 similar funds is below.

#1Discipline Wealth Solutions, LLCActive
Some overlap · 7 shared positions
$UPST$MSTR$MKL$SNOW$SLV$HUM
$950M
192 positions
#2Realta Investment AdvisorsPassive
Some overlap · 5 shared positions
$MSTR$PLTR$HUM$OKE$SLV
$288M
367 positions
#3Breakwater Investment ManagementPassive
Some overlap · 5 shared positions
$UPST$HUM$MKL$SNOW$PLTR
$269M
506 positions
#4KDT Advisors, LLCPassive
Some overlap · 4 shared positions
$UPST$PLTR$HUM$MKL
$63M
69 positions
#5Grove Street Fiduciary, LLCActive
Some overlap · 4 shared positions
$UPST$HUM$MKL$SNOW
$227M
74 positions
#6MONOGRAPH WEALTH ADVISORS, LLCSmart money
Some overlap · 5 shared positions
$UPST$MKL$HUM$DIA$SLV
$1.1B
144 positions
#7Beaird Harris Wealth Management, LLCActive
Some overlap · 6 shared positions
$MSTR$MKL$OKE$PSLV$SNOW$UPST
$1.5B
686 positions
#8Hegarty Advisors, LLCActive
Some overlap · 4 shared positions
$UPST$HUM$MKL$DIA
$127M
57 positions
#9Excelsior Advisor Network LLCPassive
Some overlap · 4 shared positions
$UPST$HUM$SNOW$MKL
$263M
226 positions
#10Berkshire BankPassive
Some overlap · 4 shared positions
$UPST$MKL$HUM$SNOW
$488M
157 positions
#11WHITEBOX ADVISORS LLCActive
Some overlap · 3 shared positions
$UPST$MSTR$SNOW
$8.1B
568 positions
#12Pacific Sage Partners, LLCActive
Some overlap · 3 shared positions
$UPST$MSTR$PSLV
$636M
121 positions
#13IFC & Insurance Marketing, Inc.Active
Some overlap · 4 shared positions
$UPST$MKL$SNOW$PLTR
$96M
72 positions
#14Lauer Wealth, LLCActive
Some overlap · 4 shared positions
$UPST$PLTR$MSTR$SLV
$126M
67 positions
#15RoundAngle Advisors LLCPassive
Some overlap · 4 shared positions
$UPST$PLTR$SLV$SNOW
$134M
60 positions
#16Schiavi & Co LLCSmart money
Some overlap · 4 shared positions
$UPST$MKL$SNOW$OKE
$337M
50 positions
#17CREATIVE FINANCIAL DESIGNS INC /ADVPassive
Some overlap · 3 shared positions
$UPST$MSTR$SLV
$1.6B
2,162 positions
#18Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$UPST$HUM$SLV$PLTR
$414M
694 positions
#19Five Pine Wealth ManagementActive
Some overlap · 4 shared positions
$UPST$MKL$SNOW$SLV
$161M
47 positions
#20Ridgewood Investments LLCPassive
Some overlap · 4 shared positions
$UPST$HUM$MKL$SNOW
$244M
208 positions
#21Compass Planning Associates IncSmart money
Some overlap · 4 shared positions
$UPST$MKL$SNOW$DIA
$156M
30 positions
#22Valley Financial Group, Inc.Active
Slight overlap · 4 shared positions
$UPST$MKL$SNOW$PLTR
$185M
63 positions
#23Calder Financial LLCActive
Slight overlap · 4 shared positions
$UPST$HUM$SNOW$DIA
$101M
40 positions
#24Human Investing LLCSmart money
Slight overlap · 4 shared positions
$UPST$HUM$SNOW$SLV
$687M
96 positions
#25MCGUIRE CAPITAL ADVISORS INCPassive
Slight overlap · 5 shared positions
$PLTR$OKE$PSLV$DIA$SLV
$156M
868 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.