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Hedge Funds Similar to KFA Private Wealth Group,

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

KFA Private Wealth Group, LLC is an institutional investor managing $417M across 160 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 KFA Private Wealth Group, are BANK OF HAWAII, Alliance Wealth Advisors, /UT, Foguth Wealth ,, with shared positions in $DHR, $BRZE, $MCD, $KKR, $HON, $KO. The full ranking of 25 similar funds is below.

#1BANK OF HAWAIIActive
Some overlap · 6 shared positions
$DHR$BRZE$MCD$KKR$HON$KO
$1.9B
224 positions
#2Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 4 shared positions
$DHR$MCD$KKR$BRZE
$462M
228 positions
#3Foguth Wealth Management, LLC.Passive
Some overlap · 6 shared positions
$DHR$MCD$SHW$KO$MAR$IBM
$857M
211 positions
#4FIDUCIARY ADVISORS, INC.Active
Some overlap · 5 shared positions
$DHR$BRZE$KKR$KO$MAR
$133M
121 positions
#5Capstone Financial Advisors, Inc.Smart money
Some overlap · 5 shared positions
$DHR$BRZE$MCD$KO$IBM
$1.9B
187 positions
#6Hardy Reed LLCActive
Some overlap · 4 shared positions
$DHR$BRZE$KKR$HON
$1.4B
243 positions
#7GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 5 shared positions
$DHR$BRZE$AGQ$MAR$PM
$128M
42 positions
#8Carl P. Sherr & Co., LLCPassive
Some overlap · 5 shared positions
$DHR$MCD$IBM$HON$MAR
$213M
124 positions
#9Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$DHR$MCD$MDLZ$ADP
$199M
40 positions
#10Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$DHR$MCD$MO$PM
$1.9B
378 positions
#11Kastel Capital Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$KKR
$163M
55 positions
#12Note Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$MCD
$200M
85 positions
#13CORTLAND ASSOCIATES INC/MOActive
Some overlap · 6 shared positions
$DHR$KKR$PM$SHW$MO$MDLZ
$697M
62 positions
#14CATALYST PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$KKR
$185M
76 positions
#15Manuka Financial, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$KKR
$162M
56 positions
#16AMG National Trust BankActive
Some overlap · 3 shared positions
$DHR$BRZE$KO
$4.6B
476 positions
#17CAHABA WEALTH MANAGEMENT, INC.Smart money
Some overlap · 5 shared positions
$DHR$BRZE$KO$KKR$MCD
$1.5B
154 positions
#18Downshift Financial, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$MAR
$193M
77 positions
#19Everest Management Corp.Active
Some overlap · 3 shared positions
$DHR$BRZE$MAR
$197M
72 positions
#20MontVue Capital Management, Inc.Active
Some overlap · 3 shared positions
$DHR$BRZE$MAR
$147M
67 positions
#21Trinity Wealth Management, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$IBM
$272M
72 positions
#22White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$DHR$BRZE$KKR$PM$MAR
$721M
145 positions
#23GuidedMoney, LLCSmart money
Some overlap · 3 shared positions
$DHR$BRZE$MCD
$190M
29 positions
#24Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$DHR$BRZE$MAR
$153M
73 positions
#25MONTRUSCO BOLTON INVESTMENTS INC.Active
Some overlap · 3 shared positions
$DHR$SHW$GIB
$6.6B
72 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.