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 KPP Advisory Services

13F Portfolio OverlapQ3 2026KPP Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

KPP Advisory Services LLC is an institutional investor managing $594M across 320 U.S. equity positions as of Q3 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 Arrow Pty Ltd, Mission Creek Partners, REGENTS OF THE UNIVERSITY OF CALIFORNIA, with shared positions in $SPCX, $PWR, $MO, $ASML, $TMO, $GLDM. The full ranking of 25 similar funds is below.

#1Arrow Capital Pty LtdActive

Some overlap · 5 shared positions

$SPCX $PWR $MO $ASML $TMO

$118M

25 positions

#2Mission Creek Capital Partners, Inc.Passive

Some overlap · 4 shared positions

$GLDM $PWR $ASML $AMGN

$569M

231 positions

#3REGENTS OF THE UNIVERSITY OF CALIFORNIAActive

Some overlap · 3 shared positions

$GLDM $SPCX $ASML

$6.6B

11 positions

#4Hollow Brook Wealth Management LLCActive

Some overlap · 3 shared positions

$GLDM $PWR $ASML

$504M

78 positions

#5AA Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$GLDM $SPCX $ASML $CRM

$840M

251 positions

#6My Portfolio Guide, LLC

Some overlap · 4 shared positions

$GLDM $MO $F $T

$181M

166 positions

#7Joseph Group Capital ManagementPassive

Some overlap · 4 shared positions

$GLDM $PH $T $AMGN

$476M

387 positions

#8Alpha Financial Partners, LLCActive

Some overlap · 3 shared positions

$GLDM $SPCX $PWR

$190M

118 positions

#9ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 4 shared positions

$GLDM $ASML $TMO $CRM

$709M

91 positions

#10SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Some overlap · 3 shared positions

$GLDM $PWR $RKLB

$5.7B

668 positions

#11Gradient Investments LLCPassive

Some overlap · 3 shared positions

$GLDM $PWR $ASML

$7.0B

457 positions

#12Aspetuck Financial Management LLCActive

Some overlap · 3 shared positions

$GLDM $MO $ASML

$170M

79 positions

#13American National Bank of TexasActive

Some overlap · 3 shared positions

$GLDM $PWR $AMGN

$109M

52 positions

#14SCOPUS ASSET MANAGEMENT, L.P.Passive

Some overlap · 4 shared positions

$PWR $SPCX $ASML $PH

$7.1B

265 positions

#15Timber Creek Capital Management LLCPassive

Some overlap · 3 shared positions

$GLDM $ASML $CRM

$490M

80 positions

#16Capital Planning Advisors, LLC

Some overlap · 3 shared positions

$GLDM $PH $ASML

$692M

146 positions

#17Challenger Wealth ManagementActive

Some overlap · 4 shared positions

$PWR $ASML $MO $PH

$136M

65 positions

#18DOLIVER ADVISORS, LPActive

Some overlap · 6 shared positions

$ASML $MO $PH $TMO $AMGN $USB

$458M

181 positions

#19GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 5 shared positions

$MO $ASML $TMO $USB $AMGN

$2.3B

224 positions

#20SBI Securities Co., Ltd.Passive

Some overlap · 4 shared positions

$GLDM $SPCX $MO $RKLB

$4.4B

4,126 positions

#21Hudson Capital Management LLCPassive

Some overlap · 3 shared positions

$GLDM $T $CRM

$405M

78 positions

#22SHARPEPOINT LLCPassive

Some overlap · 4 shared positions

$SPCX $MO $T $RKLB

$200M

89 positions

#23Beckerman Institutional, LLCActive

Some overlap · 3 shared positions

$GLDM $MO $CRM

$210M

124 positions

#24Wallace Advisory Group, LLCPassive

Some overlap · 5 shared positions

$GLDM $ASML $T $USB $CRM

$106M

134 positions

#25KICKSTAND VENTURES, LLC.Active

Some overlap · 3 shared positions

$GLDM $T $MO

$550M

154 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.