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 KINGSWOOD WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026KINGSWOOD WEALTH ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

KINGSWOOD WEALTH ADVISORS, LLC is an institutional investor managing $2.1B across 924 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 KINGSWOOD WEALTH ADVISORS, are Resurgent Financial Advisors, FAS Wealth Partners,, Redwood Family Wealth, with shared positions in $HUM, $WT, $TPL, $NEE, $ETN, $PLTR. The full ranking of 25 similar funds is below.

#1Resurgent Financial Advisors LLCPassive

Some overlap · 5 shared positions

$HUM $WT $TPL $NEE $ETN

$277M

260 positions

#2FAS Wealth Partners, Inc.Passive

Some overlap · 6 shared positions

$HUM $PLTR $WT $AGQ $MS $ETN

$1.6B

511 positions

#3Redwood Family Wealth LLCPassive

Some overlap · 5 shared positions

$HUM $WT $TPL $NEE $PLTR

$102M

102 positions

#4Aprio Wealth Management, LLCPassive

Some overlap · 5 shared positions

$HUM $WT $AGQ $NEE $MS

$1.8B

613 positions

#5truNorth Financial Services, Inc.Active

Some overlap · 5 shared positions

$HUM $WT $PLTR $MS $KKR

$97M

49 positions

#6Centurion Wealth Management LLCPassive

Some overlap · 5 shared positions

$HUM $WT $AGQ $MS $KKR

$444M

316 positions

#7Talisman Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$HUM $WT $NEE $MS $KKR

$124M

101 positions

#8Meridian Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$HUM $WT $AGQ $MS $KKR

$183M

141 positions

#9Avant Capital LLCPassive

Some overlap · 5 shared positions

$HUM $WT $AGQ $MS $PLTR

$142M

76 positions

#10Glen Eagle Advisors, LLCPassive

Some overlap · 6 shared positions

$WT $AGQ $NEE $HUM $MS $KKR

$714M

1,021 positions

#11Onyx Bridge Wealth Group LLCPassive

Some overlap · 5 shared positions

$HUM $WT $AGQ $KKR $PLTR

$930M

373 positions

#12Tranquility Partners, LLCPassive

Some overlap · 5 shared positions

$HUM $WT $NEE $ETN $MS

$265M

226 positions

#13Ridge Creek Global, IncActive

Some overlap · 5 shared positions

$WT $HUM $NEE $ETN $MTZ

$118M

85 positions

#14Sloy Dahl & Holst, LLCSmart money

Some overlap · 4 shared positions

$WT $HUM $GBTC $PLTR

$728M

112 positions

#15Cascade Financial Partners, LLCActive

Some overlap · 5 shared positions

$WT $HUM $AGQ $MS $KKR

$970M

263 positions

#16BEACON FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$WT $HUM $LAMR $ETN $KKR

$1.0B

348 positions

#17Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$HUM $WT $NEE $MS $KKR

$123M

111 positions

#18Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$HUM $WT $AGQ $PLTR

$296M

109 positions

#19MOSELEY INVESTMENT MANAGEMENT INCPassive

Some overlap · 5 shared positions

$HUM $PLTR $NEE $ETN $KKR

$314M

163 positions

#20HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$HUM $WT $PLTR $KKR

$238M

142 positions

#21SMITH, MOORE & CO.Passive

Some overlap · 4 shared positions

$HUM $WT $AGQ $MS

$1.4B

558 positions

#22Orion Capital Management LLCPassive

Some overlap · 5 shared positions

$HUM $PLTR $ETN $MS $KKR

$290M

485 positions

#23SLT Holdings LLCPassive

Some overlap · 4 shared positions

$HUM $GBTC $PLTR $AGQ

$148M

136 positions

#24Western Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $MS $KKR $PLTR

$2.7B

2,691 positions

#25FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$HUM $WT $NEE $MS

$354M

66 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.