How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Kestra Advisory Services,

13F Portfolio OverlapQ1 2026Kestra Advisory Services, portfolio →

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Most similar hedge funds by 13F overlap

Kestra Advisory Services, LLC is an institutional investor managing $26.4B across 3,116 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 Kestra Advisory Services, are Joseph Group, Ritter Daniher Financial Advisory / DE, TOWNSEND ASSET /NC/ /ADV, with shared positions in $PH, $WT, $KKR, $HUM, $JHG, $MS. The full ranking of 25 similar funds is below.

#1Joseph Group Capital ManagementPassive

Some overlap · 4 shared positions

$PH $WT $KKR $HUM

$400M

379 positions

#2Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 6 shared positions

$WT $KKR $JHG $HUM $MS $REGN

$589M

590 positions

#3TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive

Some overlap · 3 shared positions

$PH $WT $HUM

$277M

187 positions

#4Wealthcare Advisory Partners LLCPassive

Some overlap · 5 shared positions

$WT $KKR $JHG $REGN $HUM

$5.1B

1,073 positions

#5Per Stirling Capital Management, LLC.Passive

Some overlap · 5 shared positions

$WT $JHG $HUM $REGN $MS

$905M

310 positions

#6Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 4 shared positions

$WT $KKR $JHG $REGN

$381M

163 positions

#7AssuredPartners Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $KKR $JHG $MS

$919M

402 positions

#8BEACON FINANCIAL GROUPPassive

Some overlap · 4 shared positions

$WT $KKR $HUM $JHG

$1.0B

348 positions

#9Endowment Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$WT $JHG $REGN $MS $PH

$226M

165 positions

#10Optivise Advisory Services LLCPassive

Some overlap · 4 shared positions

$WT $JHG $KKR $PH

$165M

183 positions

#11Glen Eagle Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $KKR $HUM $REGN $MS

$714M

1,021 positions

#12Clear Creek Financial Management, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $HUM $REGN

$1.3B

608 positions

#13Financial Security Advisor, Inc.Active

Some overlap · 4 shared positions

$WT $JHG $PH $REGN

$544M

160 positions

#14Ameritas Advisory Services, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $HUM $KKR

$2.6B

1,075 positions

#15Wealthcare Capital Partners, LLCActive

Some overlap · 4 shared positions

$WT $KKR $HUM $JHG

$213M

153 positions

#16Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$WT $KKR $HUM $MS

$90M

65 positions

#17Compass Financial Services IncActive

Some overlap · 4 shared positions

$WT $KKR $HUM $MS

$231M

56 positions

#18UPTICK PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $KKR $HUM $MS

$502M

293 positions

#19Pinnacle Financial Group, LLC / ILPassive

Some overlap · 4 shared positions

$WT $KKR $HUM $MS

$365M

111 positions

#20truNorth Financial Services, Inc.Active

Some overlap · 4 shared positions

$WT $KKR $HUM $MS

$97M

49 positions

#21Onyx Bridge Wealth Group LLCPassive

Some overlap · 4 shared positions

$WT $KKR $HUM $REGN

$930M

373 positions

#22Leo Wealth, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $HUM $MS

$1.4B

452 positions

#23COLUMBIA ADVISORY PARTNERS LLCActive

Some overlap · 4 shared positions

$WT $JHG $HUM $REGN

$157M

92 positions

#24AlphaCore Capital LLCPassive

Some overlap · 4 shared positions

$WT $JHG $REGN $HUM

$4.2B

1,202 positions

#25Golden State Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $HUM $REGN

$915M

1,609 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.