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Hedge Funds Similar to KWB Wealth

13F Portfolio OverlapQ1 2026KWB Wealth portfolio →
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Most similar hedge funds by 13F overlap

KWB Wealth is an institutional investor managing $1.2B across 169 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 KWB Wealth are DAHRING {-} CUSMANO, Aprio Wealth ,, Northwest Financial Advisors, with shared positions in $JHG, $CRM, $BAH, $AMN, $GMM, $LPLA. The full ranking of 25 similar funds is below.

#1DAHRING {-} CUSMANO LLCActive
Some overlap · 3 shared positions
$JHG$CRM$BAH
$163M
58 positions
#2Aprio Wealth Management, LLCPassive
Some overlap · 4 shared positions
$JHG$CRM$BAH$AMN
$1.8B
613 positions
#3Northwest Financial AdvisorsPassive
Some overlap · 3 shared positions
$JHG$CRM$BAH
$52M
66 positions
#4Compton Financial Group, LLCActive
Some overlap · 5 shared positions
$CRM$GMM$BAH$LPLA$BA
$453M
71 positions
#5TPG Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$GMM$NU
$307M
76 positions
#6CGN Advisors LLCPassive
Some overlap · 3 shared positions
$JHG$GMM$XYZ
$1.3B
317 positions
#7Advisory Resource GroupPassive
Some overlap · 6 shared positions
$JHG$CRM$GMM$AMAT$DHR$OKE
$581M
172 positions
#8ENDEAVOR PRIVATE WEALTH, INC.Passive
Some overlap · 5 shared positions
$CRM$JHG$BAH$AMN$SE
$349M
202 positions
#9Split Rock Private Trading & Wealth Management, LLCActive
Some overlap · 3 shared positions
$JHG$GMM$AMN
$129M
46 positions
#10Great Point Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$JHG$GMM$AMN$AMAT$SE
$542M
62 positions
#11Magnolia Private Wealth, LLCPassive
Some overlap · 4 shared positions
$JHG$GLDM$LPLA$AMN
$150M
134 positions
#12Sterneck Capital Management, LLCActive
Some overlap · 4 shared positions
$GMM$JHG$AMN$WFC
$223M
116 positions
#13Modern Wealth Management, LLCPassive
Some overlap · 5 shared positions
$JHG$BAH$AXP$AMN$SE
$5.8B
877 positions
#14GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 4 shared positions
$JHG$GLDM$BAH$CRM
$5.5B
999 positions
#15Atlas Private Wealth AdvisorsPassive
Some overlap · 4 shared positions
$GMM$JHG$DHR$IBIT
$425M
132 positions
#16Revisor Wealth Management LLCPassive
Some overlap · 4 shared positions
$GMM$CRM$JHG$WFC
$362M
327 positions
#17VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 3 shared positions
$JHG$GMM$WFC
$301M
176 positions
#18Financial Enhancement Group LLCPassive
Some overlap · 5 shared positions
$JHG$GMM$GLDM$DHR$IBIT
$807M
135 positions
#19Merkkuri Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$JHG$GLDM$AMN$SE$IBIT
$151M
399 positions
#20ROSENBLUM SILVERMAN SUTTON S F INC /CAActive
Some overlap · 4 shared positions
$JHG$CRM$BAC$XYZ
$382M
76 positions
#21Richmond Investment Services, LLCPassive
Some overlap · 4 shared positions
$JHG$GMM$CRM$SE
$619M
255 positions
#22Aureum Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JHG$GLDM$AMN
$144M
60 positions
#23NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$JHG$GLDM$AMN
$777M
112 positions
#24L2 Asset Management, LLCPassive
Some overlap · 3 shared positions
$JHG$GLDM$AMN
$1.1B
397 positions
#25Financial Security Advisor, Inc.Active
Some overlap · 3 shared positions
$JHG$BAH$AXP
$544M
160 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.