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Hedge Funds Similar to Kestra Investment

13F Portfolio OverlapQ2 2026Kestra Investment portfolio →
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Most similar hedge funds by 13F overlap

Kestra Investment Management, LLC is an institutional investor managing $5.2B across 519 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Kestra Investment are Robinswood Financial, BlueSky Wealth Advisors, POTOMAC FUND, with shared positions in $SNPS, $MS, $HAL, $UPS, $QCOM, $USB. The full ranking of 25 similar funds is below.

#1Robinswood Financial LLCPassive
Notable overlap · 3 shared positions
$SNPS$MS$HAL
$349M
435 positions
#2BlueSky Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$SNPS$UPS$QCOM
$863M
111 positions
#3POTOMAC FUND MANAGEMENT INC /ADVSmart money
Notable overlap · 3 shared positions
$SNPS$QCOM$USB
$4.0B
109 positions
#4Keudell/Morrison Wealth ManagementPassive
Notable overlap · 4 shared positions
$SNPS$QCOM$PM$USB
$529M
260 positions
#5LAM GROUP, INC.Active
Some overlap · 3 shared positions
$SNPS$NTAP$NRG
$201M
139 positions
#6Virtus Family Office LLCPassive
Some overlap · 3 shared positions
$SNPS$QCOM$NTAP
$126M
62 positions
#7FORA Capital, LLCPassive
Some overlap · 6 shared positions
$SNPS$DELL$QCOM$MS$KEYS$ROST
$1.5B
345 positions
#8Capstone Capital Management LtdPassive
Some overlap · 3 shared positions
$SNPS$QCOM$NRG
$224M
160 positions
#9L2 Asset Management, LLCPassive
Some overlap · 6 shared positions
$SNPS$DELL$QCOM$NTAP$AMP$HAL
$963M
411 positions
#10Nearwater Capital Markets, LtdActive
Some overlap · 3 shared positions
$SNPS$MS$ROST
$5.8B
100 positions
#11IAMS WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SNPS$PM$USB$UPS
$332M
190 positions
#12Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$SNPS$QCOM$AMP$USB
$47.7B
212 positions
#13Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$SNPS$PM$DG$SCHW
$754M
41 positions
#14OAK ASSOCIATES LTD /OH/Active
Some overlap · 4 shared positions
$SNPS$QCOM$NTAP$SCHW
$1.8B
139 positions
#15Larry Mathis Financial Planning, LLCPassive
Some overlap · 5 shared positions
$DELL$QCOM$THC$UPS$SCHW
$131M
150 positions
#16Bravera WealthActive
Some overlap · 5 shared positions
$QCOM$MS$PM$AMP$USB
$261M
352 positions
#17SAGE RHINO CAPITAL LLCPassive
Some overlap · 3 shared positions
$SNPS$MS$ROST
$617M
385 positions
#18Occidental Asset Management, LLCPassive
Some overlap · 4 shared positions
$DELL$QCOM$MS$NTAP
$1.0B
328 positions
#19RBA Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNPS$QCOM$BWA
$273M
80 positions
#20Boston PartnersPassive
Some overlap · 4 shared positions
$DELL$MS$PM$THC
$112.6B
802 positions
#21AssuredPartners Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$SNPS$DELL$MS
$1.0B
416 positions
#22ALLIANZ SEActive
Some overlap · 5 shared positions
$SNPS$PM$FDX$QCOM$MS
$9.5B
519 positions
#23RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SNPS$QCOM$MS
$336M
85 positions
#24LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 3 shared positions
$SNPS$QCOM$PM
$10.3B
565 positions
#25Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$DELL$QCOM$MS$ROST
$181M
73 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.