Hedge Funds Similar to Kaizen Financial Strategies

13F Portfolio OverlapQ2 2026Kaizen Financial Strategies portfolio →

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Most similar hedge funds by 13F overlap

Kaizen Financial Strategies is an institutional investor managing $308M across 176 U.S. equity positions as of Q2 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 VMS Asset Limited, Markin Volterra Fund, Rakuten Securities, with shared positions in $SNDK, $WDC, $AGX, $ARM, $PLTR, $ETR. The full ranking of 25 similar funds is below.

#1VMS Asset Management LimitedPassive

Some overlap · 4 shared positions

$SNDK $WDC $AGX $ARM

$315M

33 positions

#2Markin Volterra Fund LPActive

Some overlap · 4 shared positions

$SNDK $WDC $PLTR $ARM

$147M

69 positions

#3Rakuten Securities, Inc.Active

Some overlap · 4 shared positions

$SNDK $WDC $PLTR $ARM

$430M

914 positions

#4UNICOM Systems, Inc.Active

Some overlap · 4 shared positions

$SNDK $WDC $PLTR $ARM

$1.5B

39 positions

#5Clear Street Group Inc.Active

Some overlap · 4 shared positions

$SNDK $WDC $PLTR $ARM

$39.5B

1,414 positions

#6Gunderson Capital Management Inc.Active

Some overlap · 3 shared positions

$SNDK $AGX $ARM

$370M

52 positions

#7Fedenia Advisers LLCPassive

Some overlap · 4 shared positions

$SNDK $WDC $PLTR $ARM

$421M

459 positions

#8Elite Wealth Management, Inc.Active

Some overlap · 4 shared positions

$AGX $WDC $PLTR $ETR

$337M

47 positions

#9GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 4 shared positions

$SNDK $WDC $PLTR $ARM

$8.3B

587 positions

#10Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 3 shared positions

$SNDK $WDC $PLTR

$188M

427 positions

#11Compass Wealth Management, LLC/GAActive

Some overlap · 3 shared positions

$SNDK $WDC $PLTR

$251M

74 positions

#12Cache Advisors, LLCActive

Some overlap · 3 shared positions

$SNDK $WDC $PLTR

$1.2B

139 positions

#13TI-TRUST, INCPassive

Some overlap · 3 shared positions

$SNDK $WDC $NEE

$186M

132 positions

#14STEVENS CAPITAL MANAGEMENT LPPassive

Some overlap · 3 shared positions

$SNDK $WDC $NEE

$417M

213 positions

#15CHAPIN DAVIS, INC.Passive

Some overlap · 3 shared positions

$SNDK $WDC $NEE

$569M

256 positions

#16LifePlan Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$SNDK $WDC $NEE

$291M

131 positions

#17Laraway Financial Advisors IncPassive

Some overlap · 3 shared positions

$SNDK $WDC $NEE

$165M

140 positions

#18Park Capital Management, LLC / WIPassive

Some overlap · 3 shared positions

$SNDK $WDC $ARM

$170M

161 positions

#19SEEDS INVESTOR LLCPassive

Some overlap · 3 shared positions

$SNDK $WDC $ARM

$973M

379 positions

#20Camarda Financial Advisors, LLC

Some overlap · 3 shared positions

$SNDK $WDC $ARM

$331M

122 positions

#21Maytree Asset Management LtdActive

Some overlap · 3 shared positions

$SNDK $WDC $ARM

$154M

44 positions

#22Alpha Financial Advisors, LLCActive

Some overlap · 3 shared positions

$SNDK $WDC $ARM

$382M

114 positions

#23IMC-Chicago, LLCPassive

Some overlap · 4 shared positions

$SNDK $PLTR $WDC $ARM

$418.7B

6,591 positions

#24GROUP ONE TRADING, L.P.Passive

Some overlap · 4 shared positions

$SNDK $PLTR $WDC $ARM

$71.1B

7,824 positions

#25SUSQUEHANNA INTERNATIONAL GROUP, LLPPassive

Some overlap · 4 shared positions

$SNDK $PLTR $WDC $ARM

$1.3T

13,275 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.