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 Kraft, Davis & Associates,

13F Portfolio OverlapQ1 2026Kraft, Davis & Associates, portfolio →

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Most similar hedge funds by 13F overlap

Kraft, Davis & Associates, LLC is an institutional investor managing $479M across 155 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 Kraft, Davis & Associates, are Plotkin Financial Advisors,, Mosaic Advisors, KELLY FINANCIAL GROUP, with shared positions in $SHW, $HUM, $AGQ, $OTIS, $COP, $SAN. The full ranking of 25 similar funds is below.

#1Plotkin Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$SHW $HUM $AGQ $OTIS $COP $SAN

$199M

100 positions

#2Mosaic Advisors LLCPassive

Notable overlap · 4 shared positions

$SHW $HUM $MKL $COP

$67M

42 positions

#3KELLY FINANCIAL GROUP LLCActive

Notable overlap · 3 shared positions

$SHW $NKE $LEN

$398M

100 positions

#4Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active

Notable overlap · 3 shared positions

$SHW $WT $NKE

$54M

26 positions

#5Advantage Trust CoActive

Notable overlap · 3 shared positions

$SHW $HUM $SAN

$223M

123 positions

#6Milestones Private Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$SHW $GLDM $COP $WT

$114M

78 positions

#7WNY Asset Management, LLCPassive

Notable overlap · 4 shared positions

$SHW $SAN $HUM $GLDM

$967M

249 positions

#8Joseph P. Lucia & Associates, LLCPassive

Notable overlap · 5 shared positions

$SHW $AGQ $HUM $SAN $WT

$280M

169 positions

#9Frederick Financial Consultants, LLCPassive

Notable overlap · 4 shared positions

$HUM $SHW $AGQ $GLDM

$201M

109 positions

#10Mason & Associates IncActive

Notable overlap · 4 shared positions

$SHW $COP $WT $BAR

$516M

160 positions

#11Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$HUM $MKL $COP

$480M

160 positions

#12Fiduciary Planning LLCActive

Notable overlap · 3 shared positions

$SHW $WT $COP

$331M

76 positions

#13Provident Co of the Employees of the Hebrew University LTDPassive

Notable overlap · 3 shared positions

$SHW $WT $NKE

$63M

26 positions

#14Fortis Advisors, LLCPassive

Notable overlap · 4 shared positions

$HUM $GLDM $AGQ $COP

$200M

119 positions

#15Sherman Wealth Management LLCPassive

Notable overlap · 5 shared positions

$HUM $AGQ $WT $OTIS $GMM

$116M

80 positions

#16New Perspectives, IncSmart money

Notable overlap · 5 shared positions

$HUM $GLDM $WT $MKL $SHW

$289M

44 positions

#17GreatBanc Trust COActive

Notable overlap · 3 shared positions

$HUM $MKL $WT

$143M

67 positions

#18Odyssey Capital Advisors, Inc.Passive

Notable overlap · 4 shared positions

$SHW $SAN $HUM $NKE

$112M

97 positions

#19New England Private Wealth Advisors LLCActive

Notable overlap · 8 shared positions

$HUM $QUBT $GLDM $WT $AGQ $MKL

$866M

194 positions

#20SFI Advisors, LLCPassive

Notable overlap · 4 shared positions

$SHW $WT $AGQ $OTIS

$95M

48 positions

#21Financially in Tune, LLCActive

Notable overlap · 5 shared positions

$MKL $HUM $WT $NKE $LEN

$116M

77 positions

#22Grove Street Fiduciary, LLCActive

Notable overlap · 3 shared positions

$HUM $MKL $WT

$227M

74 positions

#23Farrell Financial LLCPassive

Notable overlap · 4 shared positions

$HUM $COP $WT $MKL

$167M

76 positions

#24Accretive Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$HUM $GLDM $COP

$356M

180 positions

#25Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $MKL $NKE

$114M

68 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.