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Hedge Funds Similar to Klaas Financial Asset Advisors,

13F Portfolio OverlapQ1 2026Klaas Financial Asset Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Klaas Financial Asset Advisors, LLC is an institutional investor managing $803M across 59 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 Klaas Financial Asset Advisors, are Cornerstone Financial, GEN Financial ,, GUARDSMAN PRIVATE ,, with shared positions in $UPST, $HUM, $SE, $NU, $DOV, $AMN. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$UPST$HUM$SE$NU$DOV
$109M
1,311 positions
#2GEN Financial Management, INC.Active
Notable overlap · 4 shared positions
$UPST$HUM$AMN$DOV
$162M
51 positions
#3GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 4 shared positions
$UPST$HUM$AMN$DHR
$128M
42 positions
#4Heritage Wealth Management, Inc. /CA/Passive
Notable overlap · 3 shared positions
$UPST$SE$AMN
$181M
94 positions
#5Cascade Wealth Advisors, IncActive
Notable overlap · 3 shared positions
$UPST$HUM$OKTA
$228M
60 positions
#6Wright Wealth LLCActive
Notable overlap · 3 shared positions
$UPST$HUM$AMN
$149M
51 positions
#7ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$UPST$SE$OKTA$AMN
$370M
119 positions
#8Arlington Trust Co LLCActive
Notable overlap · 5 shared positions
$UPST$HUM$SE$DOV$DHR
$1.1B
844 positions
#9Morling Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$UPST$HUM$NOW
$325M
108 positions
#10ORSER CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$UPST$HUM$DHR
$153M
46 positions
#11Level Financial AdvisorsActive
Notable overlap · 4 shared positions
$UPST$NOW$AMN$HUM
$392M
92 positions
#12PRESILIUM PRIVATE WEALTH, LLCActive
Notable overlap · 4 shared positions
$UPST$NOW$HUM$DOV
$567M
75 positions
#13Orgel Wealth Management, LLCActive
Notable overlap · 3 shared positions
$UPST$NOW$HUM
$4.6B
95 positions
#14MAYPORT, LLCActive
Notable overlap · 4 shared positions
$UPST$HUM$DOV$DHR
$538M
130 positions
#15Berkshire BankPassive
Notable overlap · 3 shared positions
$UPST$HUM$DHR
$488M
157 positions
#16TrueWealth Financial PartnersActive
Notable overlap · 3 shared positions
$UPST$SE$DOV
$251M
66 positions
#17McLean Asset Management CorpActive
Notable overlap · 3 shared positions
$UPST$SE$AMN
$572M
165 positions
#18Beacon Financial Strategies CORPActive
Some overlap · 3 shared positions
$UPST$HUM$DOV
$176M
177 positions
#19VOISARD ASSET MANAGEMENT GROUP, INC.Active
Some overlap · 3 shared positions
$UPST$AMN$DHR
$469M
104 positions
#20NorthRock Partners, LLCActive
Some overlap · 3 shared positions
$UPST$SE$HUM
$6.2B
678 positions
#21Falcon Wealth PlanningActive
Some overlap · 4 shared positions
$UPST$AMN$SE$NOW
$1.5B
236 positions
#22Financial Plan, Inc.Active
Some overlap · 3 shared positions
$UPST$AMN$DOV
$933M
94 positions
#23NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$UPST$HUM$AMN
$665M
255 positions
#24Aegis Wealth Management LLCPassive
Some overlap · 3 shared positions
$UPST$AMN$DHR
$175M
118 positions
#25STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UPST$HUM$DOV
$547M
180 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.