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 David Kennon

13F Portfolio OverlapQ1 2026David Kennon portfolio →

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Most similar hedge funds by 13F overlap

David Kennon Inc is an institutional investor managing $279M across 41 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 David Kennon are FIDELIS iM,, Breakwater Investment, Peak Financial ,, with shared positions in $BRZE, $SCHW, $WT, $UPST, $SNPS, $NTRB. The full ranking of 25 similar funds is below.

#1FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SCHW $WT

$264M

25 positions

#2Breakwater Investment ManagementPassive

Notable overlap · 7 shared positions

$BRZE $UPST $SCHW $SNPS $NTRB $WT

$269M

506 positions

#3Peak Financial Management, Inc.Active

Notable overlap · 4 shared positions

$BRZE $GMM $WT $SCHW

$394M

100 positions

#4Cornerstone Financial Group, LLC /NE/Active

Notable overlap · 3 shared positions

$BRZE $UPST $WT

$156M

73 positions

#5TRB Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$BRZE $GMM $RELX $WT

$704M

285 positions

#6Clarity Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$BRZE $SCHW $UPST $GMM

$215M

95 positions

#7Wrenne Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$BRZE $SCHW $GMM $WT

$255M

49 positions

#8Estate Counselors, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SCHW $UPST

$1.1B

97 positions

#9Orcam Financial GroupSmart money

Notable overlap · 3 shared positions

$BRZE $UPST $GMM

$141M

62 positions

#10CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $SCHW $WT

$324M

77 positions

#11Applied Capital LLCActive

Notable overlap · 3 shared positions

$BRZE $UPST $RELX

$268M

50 positions

#12White Lighthouse Investment Management Inc.Active

Notable overlap · 4 shared positions

$BRZE $SCHW $UPST $SNPS

$721M

145 positions

#13UNIVEST FINANCIAL CorpActive

Notable overlap · 4 shared positions

$BRZE $SNPS $SCHW $NTRB

$1.8B

254 positions

#14Charis Legacy Partners, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $UPST $WT

$68M

27 positions

#15Global Endowment Management, LPActive

Notable overlap · 5 shared positions

$BRZE $SCHW $GMM $WT $RELX

$896M

126 positions

#16Winter & Associates, Inc.Passive

Notable overlap · 4 shared positions

$BRZE $UPST $SCHW $WT

$114M

84 positions

#17Sellwood Investment Partners LLCSmart money

Notable overlap · 3 shared positions

$BRZE $UPST $SCHW

$254M

59 positions

#18Tranquilli Financial Advisor LLCPassive

Notable overlap · 4 shared positions

$SCHW $GMM $UPST $BDX

$171M

132 positions

#19Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$BRZE $SCHW $UPST $WT

$1.4B

58 positions

#20SYKON CAPITAL LLCActive

Notable overlap · 3 shared positions

$BRZE $WT $BDX

$300M

88 positions

#21VANGUARD ADVISERS INCSmart money

Notable overlap · 6 shared positions

$BRZE $UPST $NTRB $WT $BDX $GMM

$25.5B

668 positions

#22Zhang Financial LLCActive

Notable overlap · 3 shared positions

$BRZE $BDX $NTRB

$2.9B

367 positions

#23Downshift Financial, LLCActive

Notable overlap · 3 shared positions

$BRZE $SNPS $SCHW

$193M

77 positions

#24Pacific Center for Financial ServicesActive

Notable overlap · 4 shared positions

$BRZE $SCHW $NTRB $RELX

$394M

513 positions

#25JDM Financial Group LLCActive

Notable overlap · 3 shared positions

$SCHW $GMM $BDX

$259M

318 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.