What hedge funds are most similar to KRAEMATON INVESTMENT ADVISORS, INC?

The funds with the most similar 13F portfolios to KRAEMATON INVESTMENT ADVISORS, INC are Piedmont ,, Fortis Advisors,, SENTINEL PENSION ADVISORS,, based on overlapping conviction holdings in the latest SEC filings.

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 KRAEMATON INVESTMENT ADVISORS,

13F Portfolio OverlapQ1 2026KRAEMATON INVESTMENT ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

KRAEMATON INVESTMENT ADVISORS, INC is an institutional investor managing $123M across 99 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 KRAEMATON INVESTMENT ADVISORS, are Piedmont ,, Fortis Advisors,, SENTINEL PENSION ADVISORS,, with shared positions in $GLDM, $USB, $KKR, $VZ, $AGQ, $REGN. The full ranking of 25 similar funds is below.

#1Piedmont Capital Management, LLCActive

Notable overlap · 4 shared positions

$GLDM $USB $KKR $VZ

$197M

50 positions

#2Fortis Advisors, LLCPassive

Notable overlap · 6 shared positions

$GLDM $USB $AGQ $REGN $ALPS $BN

$200M

119 positions

#3SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $ALPS $WT

$676M

137 positions

#4Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLDM $USB $VZ

$163M

67 positions

#5RM Financial Services, LLCActive

Notable overlap · 5 shared positions

$GLDM $KKR $BA $MAR $QUBT

$116M

75 positions

#6Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$GLDM $ALPS $MAR

$286M

80 positions

#7SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 7 shared positions

$IDXX $AFL $PLTR $USB $REGN $ADBE

$1.3B

158 positions

#8OakTrust Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$GLDM $REGN $WT $CRM

$110M

68 positions

#9CMC Financial GroupActive

Notable overlap · 5 shared positions

$USB $GLDM $AGQ $REGN $WT

$51M

38 positions

#10Prospect Financial Services LLCPassive

Notable overlap · 7 shared positions

$USB $PLTR $BA $KKR $WT $ARKO

$164M

104 positions

#11Nova Wealth Management, Inc.Passive

Notable overlap · 8 shared positions

$PLTR $QUBT $GLDM $AGQ $WT $MAR

$154M

545 positions

#12American Investment Services, Inc.Active

Notable overlap · 4 shared positions

$GLDM $USB $VZ $MAR

$448M

132 positions

#13Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$GLDM $AGQ $MAR

$4.7B

1,361 positions

#14Cardinal Capital Management, Inc.Active

Notable overlap · 5 shared positions

$SLF $PBA $CARR $BN $USB

$3.7B

66 positions

#15Lynx Investment AdvisoryPassive

Notable overlap · 6 shared positions

$GLDM $AGQ $KKR $VZ $USB $MAR

$209M

181 positions

#16RHODES INVESTMENT ADVISORS INC /ADVPassive

Notable overlap · 5 shared positions

$USB $ALPS $PLTR $ADBE $BN

$116M

116 positions

#17STAPP WEALTH MANAGEMENT, PLLCActive

Notable overlap · 3 shared positions

$GLDM $REGN $WT

$78M

30 positions

#18Hollow Brook Wealth Management LLCActive

Notable overlap · 3 shared positions

$GLDM $AFL $USB

$392M

70 positions

#19Financial Guidance Group, Inc.Passive

Some overlap · 4 shared positions

$GLDM $ARKO $REGN $MAR

$249M

89 positions

#20NavPoint Financial, Inc.Active

Some overlap · 3 shared positions

$GLDM $ARKO $PLTR

$247M

71 positions

#21Copley Financial Group, Inc.Active

Some overlap · 3 shared positions

$GLDM $REGN $USB

$166M

115 positions

#22Roan Capital PartnersPassive

Some overlap · 4 shared positions

$GLDM $WT $AGQ $REGN

$108M

77 positions

#23My Portfolio Guide, LLCActive

Some overlap · 4 shared positions

$GLDM $USB $PLTR $AGQ

$181M

166 positions

#24Bravias Capital Group, LLCActive

Some overlap · 6 shared positions

$GLDM $AGQ $WT $REGN $MAR $VZ

$153M

96 positions

#25Evernest Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $WT $MAR

$481M

180 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.