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Hedge Funds Similar to KPP Advisory Services

13F Portfolio OverlapQ1 2026KPP Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

KPP Advisory Services LLC is an institutional investor managing $689M across 349 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 KPP Advisory Services are Planning Advisors,, Centerpoint Advisory Group, Sculati Wealth ,, with shared positions in $GLDM, $AMN, $WT, $PH, $BAC, $ASML. The full ranking of 25 similar funds is below.

#1Capital Planning Advisors, LLCPassive
Some overlap · 6 shared positions
$GLDM$AMN$WT$PH$BAC$ASML
$692M
146 positions
#2Centerpoint Advisory GroupPassive
Some overlap · 5 shared positions
$MS$AMN$WT$ASML$BAC
$133M
108 positions
#3Sculati Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MS$AMN$WT$CRM$PH$ALPS
$271M
116 positions
#4Beckerman Institutional, LLCPassive
Some overlap · 5 shared positions
$GLDM$MS$WT$UNIT$BAC
$188M
121 positions
#5Provident Wealth Management, LLCActive
Some overlap · 5 shared positions
$MS$AMN$WT$AGQ$UNIT
$331M
134 positions
#6Concord Asset Management, LLC/VAActive
Some overlap · 5 shared positions
$MS$AMN$WT$AGQ$LRCX
$592M
117 positions
#7Objectivity Squared, LLCActive
Some overlap · 5 shared positions
$MS$AMN$PWR$LRCX$T
$159M
55 positions
#8Concord Wealth PartnersPassive
Some overlap · 5 shared positions
$MS$AMN$WT$AGQ$LRCX
$770M
207 positions
#9Fullerton Fund Management Co Ltd.Active
Some overlap · 4 shared positions
$MS$GLDM$PH$BAC
$1.2B
125 positions
#10Paladin Wealth, LLCPassive
Some overlap · 6 shared positions
$GLDM$MS$AGQ$PWR$LRCX$TMO
$145M
125 positions
#11Compass Ion Advisors, LLCActive
Some overlap · 4 shared positions
$MS$AMN$GLDM$UNIT
$1.0B
279 positions
#12Milestone Asset Management Group, LLCPassive
Some overlap · 4 shared positions
$MS$AMN$T$WT
$171M
126 positions
#13Wright Wealth LLCActive
Some overlap · 4 shared positions
$MS$AMN$WT$T
$149M
51 positions
#14Heritage Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$MS$AMN$AGQ$T
$202M
157 positions
#15Collaborative Wealth Managment Inc.Passive
Some overlap · 5 shared positions
$GLDM$AMN$WT$MS$UNIT
$218M
162 positions
#16Forbes Financial Planning, Inc.Active
Some overlap · 3 shared positions
$MS$GLDM$UNIT
$173M
38 positions
#17Gradient Investments LLCPassive
Some overlap · 6 shared positions
$GLDM$MS$PWR$LRCX$BAC$TMO
$6.5B
420 positions
#18SVRN Asset Management, LLCActive
Some overlap · 4 shared positions
$MS$GLDM$UNIT$TMO
$103M
37 positions
#19Capital Investment Advisors, LLCActive
Some overlap · 5 shared positions
$MS$AGQ$MO$T$ASML
$6.2B
693 positions
#20SNS Financial Group, LLCActive
Some overlap · 4 shared positions
$GLDM$AMN$WT$UNIT
$1.2B
208 positions
#21EARNED WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$MS$AMN$WT$LRCX
$1.5B
468 positions
#22HF Advisory Group, LLCPassive
Some overlap · 4 shared positions
$MS$WT$MO$T
$293M
166 positions
#23Werba Rubin Papier Wealth ManagementPassive
Some overlap · 4 shared positions
$GLDM$AMN$UNIT$LRCX
$718M
278 positions
#24Carr Financial Group CorpPassive
Some overlap · 4 shared positions
$MS$AMN$LRCX$PH
$379M
174 positions
#25UPTICK PARTNERS, LLCPassive
Some overlap · 5 shared positions
$AMN$MS$WT$GLDM$UNIT
$502M
293 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.