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Hedge Funds Similar to Kaizen Financial Strategies

13F Portfolio OverlapQ1 2026Kaizen Financial Strategies portfolio →
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Most similar hedge funds by 13F overlap

Kaizen Financial Strategies is an institutional investor managing $236M across 174 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 Kaizen Financial Strategies are Bay Rivers Group, Mosaic Advisors, NORTHSTAR ASSET, with shared positions in $SHW, $HUM, $DIA, $AMD, $LRCX, $PLTR. The full ranking of 25 similar funds is below.

#1Bay Rivers GroupPassive
Notable overlap · 6 shared positions
$SHW$HUM$DIA$AMD$LRCX$PLTR
$240M
109 positions
#2Mosaic Advisors LLCPassive
Some overlap · 4 shared positions
$SHW$HUM$DIA$AMD
$67M
42 positions
#3NORTHSTAR ASSET MANAGEMENT CoActive
Some overlap · 5 shared positions
$KKR$HUM$SHW$TMO$AMD
$445M
138 positions
#4Howard Capital Management Inc.Active
Some overlap · 6 shared positions
$KKR$HUM$SHW$TMO$AMD$PLTR
$6.1B
332 positions
#5URS Advisory LLCActive
Some overlap · 4 shared positions
$SHW$KKR$TMO$HUM
$137M
51 positions
#6Alexis Investment Partners, LLCActive
Some overlap · 4 shared positions
$SHW$HUM$DIA$AMAT
$145M
35 positions
#7Guardian Capital, LLCPassive
Some overlap · 6 shared positions
$SHW$DIA$GEV$KKR$AMD$PLTR
$105M
81 positions
#8Newbridge Financial Services Group, Inc.Passive
Some overlap · 6 shared positions
$SHW$AMD$TMO$GEV$PLTR$GE
$608M
1,182 positions
#9Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Some overlap · 3 shared positions
$SHW$KKR$AMD
$54M
26 positions
#10truNorth Financial Services, Inc.Active
Some overlap · 6 shared positions
$KKR$HUM$DIA$PLTR$UPST$LRCX
$97M
49 positions
#11Titiun YejielPassive
Some overlap · 4 shared positions
$SHW$TMO$AGX$AMD
$99M
57 positions
#12Mascagni Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$SHW$KKR$HUM$PLTR
$140M
127 positions
#13KDT Advisors, LLCPassive
Some overlap · 5 shared positions
$KKR$HUM$GEV$UPST$PLTR
$63M
69 positions
#14Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive
Some overlap · 4 shared positions
$SHW$KKR$DIA$GEV
$1.5B
55 positions
#15IAM Advisory, LLCActive
Some overlap · 5 shared positions
$SHW$AMD$SNDK$GEV$PLTR
$446M
95 positions
#16Curran Financial Partners, LLCActive
Some overlap · 5 shared positions
$KKR$HUM$SHW$UPST$GE
$559M
127 positions
#17HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KKR$HUM$AMD$PLTR$DIA
$238M
142 positions
#18Kraft, Davis & Associates, LLCPassive
Some overlap · 3 shared positions
$SHW$HUM$QUBT
$469M
151 positions
#19Wisconsin Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$KKR$AMAT$PLTR
$102M
84 positions
#20Spear Holdings RSC LtdActive
Some overlap · 4 shared positions
$SHW$TMO$AMD$GEV
$1.0B
18 positions
#21PBCay One RSC LtdSmart money
Some overlap · 4 shared positions
$SHW$TMO$AMD$GEV
$1.3B
18 positions
#22Round Rock Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$KKR$HUM
$654M
318 positions
#23Odyssey Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$SHW$HUM$DIA
$112M
97 positions
#24CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 4 shared positions
$KKR$HUM$SHW$TMO
$105M
80 positions
#25Sherman Wealth Management LLCPassive
Some overlap · 6 shared positions
$KKR$HUM$AMD$GE$DIA$GEV
$116M
80 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.