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 KICKSTAND VENTURES,

13F Portfolio OverlapQ1 2026KICKSTAND VENTURES, portfolio →

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Most similar hedge funds by 13F overlap

KICKSTAND VENTURES, LLC. is an institutional investor managing $475M across 130 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 KICKSTAND VENTURES, are Fiduciary Planning, KELLY FINANCIAL GROUP, 5T Wealth,, with shared positions in $MDLZ, $SHW, $ALPS, $WT, $BAC, $MMM. The full ranking of 25 similar funds is below.

#1Fiduciary Planning LLCActive

Some overlap · 6 shared positions

$MDLZ $SHW $ALPS $WT $BAC $MMM

$331M

76 positions

#2KELLY FINANCIAL GROUP LLCActive

Some overlap · 7 shared positions

$SHW $SNOW $SE $LEN $LUV $BAC

$398M

100 positions

#35T Wealth, LLCPassive

Some overlap · 7 shared positions

$SHW $MDLZ $SNOW $WT $SE $LUV

$253M

129 positions

#4WNY Asset Management, LLCPassive

Some overlap · 4 shared positions

$SHW $SNOW $GLDM $T

$967M

249 positions

#5First Financial Group CorpActive

Some overlap · 4 shared positions

$SHW $SNOW $WT $LRCX

$122M

80 positions

#6Integrity Advisory Solutions, LLCActive

Some overlap · 8 shared positions

$SNOW $MDLZ $SHW $BPRE $WT $SE

$757M

293 positions

#7MFA WEALTH ADVISORS, LLCActive

Some overlap · 5 shared positions

$SHW $SNOW $AGQ $MAR $KLAC

$508M

88 positions

#8WT Wealth ManagementPassive

Some overlap · 5 shared positions

$SHW $SNOW $GLDM $MDLZ $WT

$336M

138 positions

#9Retirement Management Systems Inc.Active

Some overlap · 3 shared positions

$SHW $SNOW $WT

$415M

51 positions

#10Joseph P. Lucia & Associates, LLCPassive

Some overlap · 5 shared positions

$SHW $SNOW $ALPS $WT $AGQ

$280M

169 positions

#11LOWERY THOMAS, LLCActive

Some overlap · 4 shared positions

$SHW $SNOW $AGQ $KLAC

$175M

55 positions

#12FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 7 shared positions

$SNOW $SHW $MDLZ $LUV $WT $AGQ

$1.5B

341 positions

#13Veridan Wealth LLCActive

Some overlap · 3 shared positions

$MDLZ $SNOW $AMAT

$270M

80 positions

#14Wagner Wealth Management, LLCActive

Some overlap · 3 shared positions

$SHW $SNOW $T

$495M

279 positions

#15Night Squared LPPassive

Some overlap · 5 shared positions

$SHW $MDLZ $LITE $MPWR $AMAT

$681M

72 positions

#16SIMS INVESTMENT MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$SNOW $SHW $MAR

$272M

35 positions

#17Lineweaver Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$SNOW $ALPS $MDLZ $BAC $C

$742M

168 positions

#18Ballast Rock Private Wealth LLCPassive

Some overlap · 8 shared positions

$SNOW $ALPS $MDLZ $APP $WT $LEN

$181M

177 positions

#19Nova Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$MDLZ $GLDM $ALPS $WT $AGQ $MAR

$154M

545 positions

#20TSA Wealth Managment LLCPassive

Some overlap · 7 shared positions

$MDLZ $SNOW $SE $LUV $SNPS $MMM

$309M

105 positions

#21Aft, Forsyth & Sober, LLCActive

Some overlap · 3 shared positions

$MDLZ $SHW $KLAC

$328M

62 positions

#22Jackson Wealth Management, LLCActive

Some overlap · 4 shared positions

$SHW $MDLZ $KLAC $LRCX

$972M

148 positions

#23Pinion Investment Advisors, LLCActive

Some overlap · 5 shared positions

$SNOW $MDLZ $SE $BAC $T

$428M

181 positions

#24URS Advisory LLCActive

Some overlap · 4 shared positions

$SHW $SNOW $ALPS $MAR

$137M

51 positions

#25Sandbox Financial Partners, LLCActive

Some overlap · 3 shared positions

$SNOW $MDLZ $LEN

$356M

117 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.