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 Kellett Wealth Advisors,

13F Portfolio OverlapQ1 2026Kellett Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Kellett Wealth Advisors, LLC is an institutional investor managing $184M across 79 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 Kellett Wealth Advisors, are ECLECTIC ASSOCIATES /ADV, Blackston Financial Advisory Group,, Goepper Burkhardt, with shared positions in $HUM, $SLV, $UNH, $KO, $MAR, $MCK. The full ranking of 25 similar funds is below.

#1ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $SLV $UNH $KO

$753M

159 positions

#2Blackston Financial Advisory Group, LLCActive

Notable overlap · 5 shared positions

$HUM $MAR $MCK $DUK $SLV

$160M

106 positions

#3Goepper Burkhardt LLCActive

Notable overlap · 5 shared positions

$HUM $MAR $DUK $UNH $KO

$299M

97 positions

#4E&G Advisors, LPPassive

Notable overlap · 4 shared positions

$HUM $MAR $SLV $USB

$449M

236 positions

#5Cascades Capital Asset Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $MAR $DUK $UNH

$239M

158 positions

#6Enclave Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $MAR $KO $AGQ $UNH

$729M

132 positions

#7Diversified Enterprises, LLCActive

Notable overlap · 3 shared positions

$HUM $DUK $MAR

$1.8B

413 positions

#8Jackson, Grant Investment Advisers, Inc.Active

Notable overlap · 5 shared positions

$HUM $AGQ $MAR $KO $IBM

$300M

398 positions

#9Alexis Investment Partners, LLCActive

Notable overlap · 3 shared positions

$HUM $MAR $DIA

$145M

35 positions

#10SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $MAR $USB

$272M

554 positions

#11Compass Financial Group, Inc. (Ohio)Active

Notable overlap · 3 shared positions

$HUM $MAR $USB

$137M

45 positions

#12Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $MAR $USB

$745M

219 positions

#13Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$HUM $MAR $DIA

$67M

42 positions

#14Plotkin Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$HUM $AGQ $USB $KO $IBM

$199M

100 positions

#15Global Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $MAR $SLV

$183M

44 positions

#16Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$HUM $MAR $USB

$302M

51 positions

#17HANOVER ADVISORS INCActive

Notable overlap · 3 shared positions

$HUM $MAR $KO

$246M

118 positions

#18New England Private Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $MAR $AGQ

$866M

194 positions

#19FIDELITY D & D BANCORP INCActive

Notable overlap · 4 shared positions

$HUM $AGQ $DIA $IBM

$249M

107 positions

#20MJP ASSOCIATES INC /ADVPassive

Notable overlap · 4 shared positions

$HUM $AGQ $IBM $KO

$824M

231 positions

#21Aurdan Capital Management, LLCActive

Notable overlap · 4 shared positions

$HUM $UNH $USB $KO

$333M

88 positions

#22INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 3 shared positions

$HUM $MCK $KO

$314M

130 positions

#23Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $AGQ $DIA

$116M

80 positions

#24M3 Advisory Group, LLCPassive

Notable overlap · 3 shared positions

$HUM $AGQ $MAR

$162M

149 positions

#25Mendel Capital Management LLCPassive

Notable overlap · 3 shared positions

$HUM $AGQ $IBM

$199M

97 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.