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Hedge Funds Similar to KDK Private Wealth ,

13F Portfolio OverlapQ1 2026KDK Private Wealth , portfolio →
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Most similar hedge funds by 13F overlap

KDK Private Wealth Management, LLC is an institutional investor managing $109M across 60 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 KDK Private Wealth , are PENNINGTON PARTNERS & ,, Finley Financial,, Strategic Equity, with shared positions in $EPAM, $MAR, $EPD, $CTVA, $SNOW, $NKE. The full ranking of 25 similar funds is below.

#1PENNINGTON PARTNERS & CO., LLCActive
Substantial overlap · 3 shared positions
$EPAM$MAR$EPD
$292M
114 positions
#2Finley Financial, LLCActive
Notable overlap · 3 shared positions
$EPAM$CTVA$SNOW
$214M
107 positions
#3Strategic Equity ManagementPassive
Notable overlap · 3 shared positions
$EPAM$CTVA$SNOW
$266M
70 positions
#4MONEYWISE, INC.Passive
Notable overlap · 3 shared positions
$EPAM$CTVA$SNOW
$229M
82 positions
#5Compass Financial Group, Inc.Active
Notable overlap · 3 shared positions
$EPAM$SNOW$NKE
$222M
47 positions
#6Brooklyn FI, LLCActive
Notable overlap · 3 shared positions
$EPAM$CTVA$UNIT
$476M
78 positions
#7HANOVER ADVISORS INCActive
Notable overlap · 5 shared positions
$EPAM$MAR$SNOW$NKE$HSY
$246M
118 positions
#8Fractal Investments LLCActive
Notable overlap · 3 shared positions
$EPD$KMI$NEM
$845M
81 positions
#9ALPS ADVISORS INCActive
Notable overlap · 3 shared positions
$EPD$KMI$NEM
$21.3B
1,037 positions
#10Oxbow Advisors, LLCActive
Some overlap · 3 shared positions
$EPD$CTVA$BKNG
$1.2B
245 positions
#11United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$FBTC$FETH$SNOW
$660M
111 positions
#12SL ADVISORS, LLCActive
Some overlap · 3 shared positions
$EPD$HSY$KMI
$59M
32 positions
#13William Howard & Co Financial Advisors IncSmart money
Some overlap · 3 shared positions
$EPAM$SNOW$CTVA
$116M
54 positions
#14McClarren Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$EPAM$MAR$HSY$UNIT
$169M
79 positions
#15PENN DAVIS MCFARLAND INCActive
Some overlap · 3 shared positions
$EPD$NKE$KMI
$1.0B
75 positions
#16WHI TRUST Co LLCSmart money
Some overlap · 3 shared positions
$EPAM$MAR$HSY
$133M
88 positions
#17Greenspring Advisors, LLCActive
Some overlap · 3 shared positions
$EPAM$UNIT$NKE
$1.6B
318 positions
#18Diversified Portfolios, Inc.Active
Some overlap · 4 shared positions
$EPAM$SNOW$UNIT$NKE
$1.2B
174 positions
#19WP Advisors, LLCActive
Some overlap · 3 shared positions
$EPD$UNIT$BKNG
$387M
115 positions
#20Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 6 shared positions
$MAR$SNOW$HSY$EPAM$CTVA$KMI
$257M
109 positions
#21Recurrent Investment Advisors LLCActive
Some overlap · 4 shared positions
$EPD$KMI$NEM$HAL
$1.7B
67 positions
#22R.H. Investment Group, LLCPassive
Some overlap · 3 shared positions
$EPD$SNOW$CTVA
$130M
45 positions
#23Renasant BankPassive
Some overlap · 4 shared positions
$EPAM$EPD$CTVA$SNOW
$141M
137 positions
#24Avant Financial Advisors LLCActive
Some overlap · 4 shared positions
$EPAM$SNOW$UNIT$NKE
$142M
65 positions
#25SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$FBTC$UNIT$NKE
$139M
37 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.