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Hedge Funds Similar to Kestra Investment ,

13F Portfolio OverlapQ1 2026Kestra Investment , portfolio →
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Most similar hedge funds by 13F overlap

Kestra Investment Management, LLC is an institutional investor managing $5.8B across 439 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 Kestra Investment , are LAM GROUP,, Journey Beyond Wealth,, Verus Financial Partners,, with shared positions in $MKL, $NKE, $SNPS, $AMN, $SCHW, $NRG. The full ranking of 25 similar funds is below.

#1LAM GROUP, INC.Passive
Substantial overlap · 7 shared positions
$MKL$NKE$SNPS$AMN$SCHW$NRG
$182M
136 positions
#2Journey Beyond Wealth, LLCSmart money
Notable overlap · 4 shared positions
$MKL$NKE$DDOG$SNOW
$116M
29 positions
#3Verus Financial Partners, Inc.Smart money
Notable overlap · 5 shared positions
$MKL$NKE$DDOG$SNOW$PM
$1.1B
121 positions
#4MB, LEVIS & ASSOCIATES, LLCPassive
Notable overlap · 5 shared positions
$MKL$WT$DDOG$NEE$FDX
$240M
234 positions
#5Savant Capital, LLCActive
Notable overlap · 8 shared positions
$NKE$NEE$WT$SNPS$SNOW$DDOG
$20.7B
1,500 positions
#6Glassman Wealth ServicesSmart money
Notable overlap · 5 shared positions
$MKL$WT$DDOG$AMN$SCHW
$736M
187 positions
#7Williams Financial, LLCSmart money
Notable overlap · 3 shared positions
$MKL$WT$SNOW
$172M
25 positions
#8Kane Co Wealth Management, Inc.Active
Notable overlap · 5 shared positions
$NEE$NKE$WT$DDOG$AMN
$119M
51 positions
#9FC Advisory LLCActive
Notable overlap · 6 shared positions
$MKL$VLTO$SNOW$DDOG$SNPS$SCHW
$342M
115 positions
#10McCartney Wealth Management LLCActive
Notable overlap · 5 shared positions
$NKE$NEE$SNOW$WT$AMN
$119M
65 positions
#11Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 4 shared positions
$NKE$NEE$DDOG$AMN
$1.1B
81 positions
#12Timonier Family Office, LTD.
Notable overlap · 3 shared positions
$NKE$NEE$DDOG
$315M
56 positions
#13AllGen Financial Advisors, Inc.
Notable overlap · 3 shared positions
$MKL$JHG$XYZ
$422M
40 positions
#14CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$MKL$JHG$DDOG
$648M
134 positions
#15Wrenne Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$MKL$DDOG$SCHW$WT
$255M
49 positions
#16Luminvest Wealth Management LLCSmart money
Notable overlap · 4 shared positions
$MKL$DDOG$MU$SCHW
$382M
55 positions
#17Mullooly Asset Management, Inc.Active
Notable overlap · 3 shared positions
$MKL$DDOG$WT
$271M
51 positions
#18DiNuzzo Private Wealth, Inc.Active
Notable overlap · 4 shared positions
$NKE$NEE$MKL$FDX
$928M
1,345 positions
#19Evanson Asset Management, LLCActive
Notable overlap · 7 shared positions
$NKE$WT$DDOG$NEE$MKL$AMN
$1.9B
321 positions
#20Forvis Mazars Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$MKL$NKE$NEE$DDOG
$5.3B
399 positions
#21HMV Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$NKE$NEE$AMN$TXN$SCHW
$213M
81 positions
#22Financially in Tune, LLCActive
Notable overlap · 3 shared positions
$NKE$MKL$WT
$116M
77 positions
#23TCI Wealth Advisors, Inc.Active
Notable overlap · 5 shared positions
$NKE$NEE$AMN$DDOG$SCHW
$1.9B
251 positions
#24Oceanside Advisors LLCActive
Notable overlap · 5 shared positions
$NKE$NEE$AMN$MU$SCHW
$175M
53 positions
#25Navigate Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$NKE$MKL$DDOG
$142M
72 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.