What hedge funds are most similar to PPS&V ASSET MANAGEMENT CONSULTANTS, INC.?

The funds with the most similar 13F portfolios to PPS&V ASSET MANAGEMENT CONSULTANTS, INC. are SWAN, HOWARD WEALTH ,, Wolff Financial, 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 PPS&V ASSET CONSULTANTS,

13F Portfolio OverlapQ1 2026PPS&V ASSET CONSULTANTS, portfolio →

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Most similar hedge funds by 13F overlap

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. is an institutional investor managing $185M across 39 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 PPS&V ASSET CONSULTANTS, are SWAN, HOWARD WEALTH ,, Wolff Financial, with shared positions in $KKR, $HUM, $PFE, $MAR, $MPC, $WT. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $PFE $MAR $MPC

$272M

554 positions

#2HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $WT $MAR

$238M

142 positions

#3Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$KKR $SYK $HUM $PFE $MAR

$453M

103 positions

#4Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$KKR $HUM $MPC

$98M

197 positions

#5truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$KKR $HUM $WT

$97M

49 positions

#6Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$KKR $HUM $WT

$104M

20 positions

#7Financially in Tune, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $WT

$116M

77 positions

#8GSG Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $WT

$385M

137 positions

#9Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $WT

$116M

80 positions

#10MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MPC

$557M

185 positions

#11Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $WT

$90M

65 positions

#12Martel Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$587M

73 positions

#13White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$721M

145 positions

#14Charter Capital Management, LLC\DESmart money

Notable overlap · 3 shared positions

$KKR $HUM $BMY

$200M

70 positions

#15DAGCO, INC.Passive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$461M

353 positions

#16Causey Wealth LLCPassive

Notable overlap · 5 shared positions

$KKR $WT $SYK $HUM $BMY

$236M

81 positions

#17INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$KKR $WT $HUM $PFE

$803M

181 positions

#18One Day In July LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$1.2B

153 positions

#19Kropog Financial Group, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$123M

33 positions

#20Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$320M

972 positions

#21Round Rock Advisors, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$654M

318 positions

#22VSM Wealth Advisory, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$335M

505 positions

#23Talisman Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $WT $MAR

$124M

101 positions

#24Operose Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $WT $PFE

$431M

593 positions

#25PARAGON FINANCIAL PARTNERS, INC.Active

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$177M

77 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.