13F Pro

Hedge Funds Similar to Salomon & Ludwin,

13F Portfolio OverlapQ1 2026Salomon & Ludwin, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Salomon & Ludwin, LLC is an institutional investor managing $1.1B across 2,097 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 Salomon & Ludwin, are Cornerstone Financial, Unison Advisors, Kuhn & Investment Counsel, with shared positions in $UPST, $DDOG, $KKR, $DOV, $KO, $WT. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$UPST$DDOG$KKR$DOV$KO
$109M
1,311 positions
#2Unison Advisors LLCActive
Some overlap · 5 shared positions
$KKR$DDOG$UPST$WT$FITB
$1.3B
175 positions
#3Kuhn & Co Investment CounselPassive
Some overlap · 4 shared positions
$DDOG$KKR$UPST$LRCX
$155M
142 positions
#4AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$DDOG$UPST$MAR$LOW
$445M
77 positions
#5Midwestern Financial, LLC /IAActive
Some overlap · 4 shared positions
$DDOG$UPST$DOV$MAR
$127M
54 positions
#6Wolff Financial Management LLCActive
Some overlap · 7 shared positions
$UPST$KKR$MAR$MCD$GMM$DDOG
$453M
103 positions
#7MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 4 shared positions
$DDOG$UPST$LRCX$KO
$295M
82 positions
#8WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$DDOG$UPST$LOW$MCD
$350M
95 positions
#9Tilson Financial Group, Inc.Active
Some overlap · 7 shared positions
$DDOG$KKR$MCD$LRCX$WT$PM
$333M
79 positions
#10Breakwater Investment ManagementPassive
Some overlap · 8 shared positions
$KKR$UPST$DDOG$DOV$WT$GMM
$269M
506 positions
#11Colony Family Offices, LLCActive
Some overlap · 4 shared positions
$DDOG$UPST$KKR$KO
$406M
62 positions
#12RWA WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$UPST$DDOG$KKR$MCD
$9.1B
618 positions
#13Schiavi & Co LLCSmart money
Some overlap · 4 shared positions
$DDOG$UPST$KKR$LOW
$337M
50 positions
#14Financial Plan, Inc.Active
Some overlap · 6 shared positions
$UPST$DDOG$DOV$MAR$MCD$GMM
$933M
94 positions
#15Dickmeyer Boyce Financial Management, Inc.Passive
Some overlap · 3 shared positions
$DDOG$KKR$WT
$170M
125 positions
#16Orgel Wealth Management, LLCActive
Some overlap · 4 shared positions
$DDOG$UPST$MDY$WT
$4.6B
95 positions
#17GEN Financial Management, INC.Active
Some overlap · 3 shared positions
$UPST$DDOG$DOV
$162M
51 positions
#18Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$UPST$KKR$D$MCD$KO
$638M
158 positions
#19Heartwood Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$DDOG$KKR$MCD$KO
$1.1B
223 positions
#20AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 7 shared positions
$DDOG$WT$MO$PM$GMM$KO
$206M
97 positions
#21Causey Wealth LLCPassive
Some overlap · 3 shared positions
$UPST$KKR$WT
$236M
81 positions
#22Wealth Dimensions Group, Ltd.Active
Some overlap · 4 shared positions
$UPST$KKR$FITB$MCD
$508M
170 positions
#23Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$UPST$KKR$MAR$MCD
$958M
176 positions
#24Passive Capital Management, LLC.Active
Some overlap · 7 shared positions
$DDOG$WT$MAR$KKR$LOW$MCD
$335M
104 positions
#25EPG Wealth Management LLCPassive
Some overlap · 5 shared positions
$UPST$KKR$MCD$KO$AMAT
$369M
320 positions

Compare Salomon & Ludwin,’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 Salomon & Ludwin,’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.