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 Kaydan Wealth ,

13F Portfolio OverlapQ1 2026Kaydan Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Kaydan Wealth Management, Inc. is an institutional investor managing $299M across 109 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 Kaydan Wealth , are GenWealth Group,, REUTER JAMES WEALTH ,, Meridian Wealth Advisors,, with shared positions in $IAU, $AGQ, $MDLZ, $WT, $AMGN, $T. The full ranking of 25 similar funds is below.

#1GenWealth Group, Inc.Active

Notable overlap · 6 shared positions

$IAU $AGQ $MDLZ $WT $AMGN $T

$584M

85 positions

#2REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$AGQ $IAU $WT $DE $GE

$697M

218 positions

#3Meridian Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$IAU $MDLZ $HUM $MDY $KO

$756M

202 positions

#4CPA Asset Management LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $MDLZ $AMGN

$298M

99 positions

#5Wealth Care LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $WT $DIA

$113M

67 positions

#6Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$IAU $HUM $WT $DIA

$233M

676 positions

#7Runnymede Capital Advisors, Inc.Passive

Notable overlap · 4 shared positions

$AGQ $MDLZ $WT $MDY

$116M

75 positions

#8Cushing Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$IAU $AGQ $MDLZ $BRZE

$130M

96 positions

#9Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $AGQ $SYK

$91M

36 positions

#10Avant Capital LLCPassive

Notable overlap · 4 shared positions

$AGQ $HUM $WT $DE

$142M

76 positions

#11Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$AGQ $MDLZ $SYK $T $KO $DTB

$1.4B

52 positions

#12Lynx Investment AdvisoryPassive

Notable overlap · 3 shared positions

$AGQ $IAU $HUM

$209M

181 positions

#13Financial Services Advisory IncActive

Notable overlap · 3 shared positions

$AGQ $MDLZ $WT

$210M

58 positions

#14Independent Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $BRZE

$243M

90 positions

#15TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $BRZE $DIA

$871M

173 positions

#16Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $RJF

$732M

125 positions

#17EQ WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $AMGN $CSX

$171M

54 positions

#18Sage Investment Advisers LLCPassive

Notable overlap · 5 shared positions

$IAU $HUM $BRZE $DE $CSX

$135M

89 positions

#19DAHRING {-} CUSMANO LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $DTB $F

$163M

58 positions

#20marrick wealth, LLCSmart money

Notable overlap · 3 shared positions

$IAU $HUM $MDY

$119M

52 positions

#21Ariston Services GroupActive

Notable overlap · 3 shared positions

$IAU $HUM $DE

$167M

71 positions

#22FORBES J M & CO LLPActive

Notable overlap · 3 shared positions

$IAU $HUM $KO

$1.2B

150 positions

#23KITCHING PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $CSX

$109M

40 positions

#24Forza Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $HUM $MDY $AMGN

$287M

188 positions

#25CARL STUART INVESTMENT ADVISOR, INCActive

Notable overlap · 3 shared positions

$IAU $RJF $BRZE

$229M

27 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.