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Hedge Funds Similar to Kathmere ,

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

Kathmere Capital Management, LLC is an institutional investor managing $1.6B across 623 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 Kathmere , are InvesTrust, Winthrop Partners - WNY,, RVW Wealth,, with shared positions in $SSL, $HLT, $VZ, $PM, $WT, $UPST. The full ranking of 25 similar funds is below.

#1InvesTrustPassive
Some overlap · 4 shared positions
$SSL$HLT$VZ$PM
$238M
91 positions
#2Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$SSL$HLT$VZ$PM
$188M
87 positions
#3RVW Wealth, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$WT
$1.3B
176 positions
#4Summit Asset Management, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$WT
$719M
172 positions
#5ARCADIA INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$SSL$HLT$UPST$WT
$212M
81 positions
#6Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 3 shared positions
$SSL$GMED$HLT
$172M
129 positions
#7WOODMONT INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SSL$HLT$UPST$VZ
$1.6B
263 positions
#8Breachway Investments LLCActive
Some overlap · 3 shared positions
$SSL$HLT$WT
$104M
96 positions
#9Cornerstone Planning, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$VZ
$443M
141 positions
#10VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$SSL$HLT$VZ
$187M
55 positions
#11NOVEM GROUPPassive
Some overlap · 4 shared positions
$HLT$SSL$UPST$WT
$873M
437 positions
#12LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$VZ
$135M
83 positions
#13Wilkins Miller Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HLT$SSL$PM$WT
$165M
89 positions
#14CAPITAL ADVISORS INC/OKPassive
Some overlap · 4 shared positions
$HLT$SSL$UPST$VZ
$6.2B
357 positions
#15SONATA CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$SSL$HLT$WT
$271M
123 positions
#16HAMEL ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$SSL$HLT$VZ
$351M
81 positions
#17HENGEHOLD CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SSL$VZ$WT
$1.1B
213 positions
#18SUMMITRY LLCPassive
Some overlap · 3 shared positions
$HLT$SSL$VZ
$2.3B
266 positions
#19Marathon Mission, Inc.Active
Some overlap · 3 shared positions
$SSL$HLT$WT
$200M
57 positions
#20Jefferson Bridge Capital, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$VZ
$101M
53 positions
#21Cherry Tree Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$WT
$473M
582 positions
#22Heartland Bank & Trust CoPassive
Some overlap · 3 shared positions
$SSL$HLT$PM
$442M
206 positions
#23Capital Investment Advisors, LLCActive
Some overlap · 3 shared positions
$SSL$UPST$VZ
$6.2B
693 positions
#24Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$SSL$HLT$VZ
$340M
174 positions
#25Gilbert Capital Group, Inc.Active
Some overlap · 3 shared positions
$SSL$HLT$WT
$129M
51 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.