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 OverlapQ3 2026Kraft, Davis & Associates portfolio →

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Most similar hedge funds by 13F overlap

Kraft, Davis & Associates, LLC is an institutional investor managing $474M across 148 U.S. equity positions as of Q3 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 Chatterton & Associates, PALLADIEM, Argos Wealth Advisors, with shared positions in $GLDM, $KLAC, $ASML, $MRVL, $DOV, $NXPI. The full ranking of 25 similar funds is below.

#1Chatterton & Associates Inc.Active

Notable overlap · 5 shared positions

$GLDM $KLAC $ASML $MRVL $DOV

$170M

101 positions

#2PALLADIEM, LLCActive

Notable overlap · 3 shared positions

$GLDM $KLAC $ASML

$103M

136 positions

#3Argos Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $KLAC $ASML

$378M

224 positions

#4Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$GLDM $KLAC $NXPI

$2.3B

157 positions

#5Copley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$GLDM $KLAC $ASML

$165M

118 positions

#6Hollow Brook Wealth Management LLCActive

Notable overlap · 3 shared positions

$GLDM $ASML $ABT

$504M

78 positions

#7Financial Planning Navigators CORPActive

Notable overlap · 3 shared positions

$GLDM $ASML $DOV

$274M

72 positions

#8SBI Okasan Asset Management Co.Ltd.Smart money

Notable overlap · 3 shared positions

$GLDM $NXPI $MP

$3.0B

320 positions

#9Financial Guidance Group, Inc.Active

Notable overlap · 3 shared positions

$GLDM $KLAC $BAR

$279M

94 positions

#10Capital Planning Advisors, LLC

Notable overlap · 3 shared positions

$GLDM $ASML $ABT

$692M

146 positions

#11Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $KLAC $DOV

$448M

156 positions

#12Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $ALB $DOV

$983M

149 positions

#13Quantum Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $KLAC $FLEX

$1.0B

251 positions

#14BRANDYWINE OAK PRIVATE WEALTH LLCActive

Notable overlap · 5 shared positions

$GLDM $BAR $URI $BITW $DOV

$1.3B

243 positions

#15Alliance Wealth Advisors, LLC /UTPassive

Notable overlap · 3 shared positions

$GLDM $OKE $DOV

$548M

224 positions

#16Mission Creek Capital Partners, Inc.Passive

Notable overlap · 3 shared positions

$GLDM $ASML $MRVL

$569M

231 positions

#17Walkner Condon Financial Advisors LLCPassive

Some overlap · 3 shared positions

$GLDM $KLAC $MRVL

$871M

344 positions

#18Shira Ridge Wealth ManagementActive

Some overlap · 3 shared positions

$GLDM $KLAC $MRVL

$288M

83 positions

#19American National Bank of TexasActive

Some overlap · 3 shared positions

$GLDM $ABT $DOV

$109M

52 positions

#20AA Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$GLDM $KLAC $ASML $DOV

$840M

251 positions

#21INSPIRION WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$GLDM $BAR $ABT

$880M

188 positions

#22ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 3 shared positions

$GLDM $ASML $MRVL

$709M

91 positions

#23Timber Creek Capital Management LLCPassive

Some overlap · 4 shared positions

$GLDM $ASML $SGOL $FLEX

$490M

80 positions

#24Allen Capital Group, LLCPassive

Some overlap · 5 shared positions

$GLDM $KLAC $ASML $SGOL $OKE

$1.2B

316 positions

#25China Universal Asset Management Co., Ltd.Passive

Some overlap · 6 shared positions

$GLDM $KLAC $BAR $SGOL $ASML $MRVL

$1.9B

522 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.