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 Kelsey Financial,

13F Portfolio OverlapQ1 2026Kelsey Financial, portfolio →

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Most similar hedge funds by 13F overlap

Kelsey Financial, LLC is an institutional investor managing $114M across 63 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 Kelsey Financial, are Hillcrest Wealth Advisors - NY,, Idaho, Red Mountain Financial,, with shared positions in $MKL, $CTVA, $SNOW, $GE, $IAU, $SLV. The full ranking of 25 similar funds is below.

#1Hillcrest Wealth Advisors - NY, LLCActive

Notable overlap · 6 shared positions

$MKL $CTVA $SNOW $GE $IAU $SLV

$247M

51 positions

#2Idaho Trust CoPassive

Notable overlap · 3 shared positions

$MKL $CTVA $SNOW

$308M

97 positions

#3Red Mountain Financial, LLCPassive

Notable overlap · 9 shared positions

$MKL $SNOW $CTVA $AMGN $UNP $SLV

$106M

79 positions

#4MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 6 shared positions

$MKL $CTVA $AMGN $COP $PLD $LMT

$240M

234 positions

#5JMAC ENTERPRISES LLCPassive

Some overlap · 4 shared positions

$AMGN $UNP $IAU $LMT

$522M

117 positions

#6Round Hill Asset ManagementPassive

Some overlap · 3 shared positions

$AMGN $WFC $PFE

$153M

62 positions

#7Mizuho Markets Cayman LPActive

Some overlap · 3 shared positions

$AMGN $VZ $AMAT

$1.9B

86 positions

#8IAT REINSURANCE CO LTD.Active

Some overlap · 3 shared positions

$AMGN $GE $GEV

$310M

67 positions

#9Oak Asset Management, LLCActive

Some overlap · 3 shared positions

$AMGN $VZ $WM

$290M

108 positions

#10R.H. Dinel Investment Counsel, Inc.Active

Some overlap · 5 shared positions

$AMGN $EPD $A $VZ $PFE

$124M

40 positions

#11Evergreen Wealth Management, LLCPassive

Some overlap · 4 shared positions

$MKL $SNOW $AMGN $LMT

$194M

54 positions

#12Five Pine Wealth ManagementActive

Some overlap · 5 shared positions

$MKL $SNOW $SLV $COP $IAU

$161M

47 positions

#13Valpey Financial Services, LLCPassive

Some overlap · 3 shared positions

$MKL $SNOW $TKO

$154M

75 positions

#14Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$MKL $SNOW $CTVA $COP

$123M

111 positions

#15Sage Financial Management Group, Inc.Active

Some overlap · 4 shared positions

$MKL $SNOW $COP $UNP

$325M

57 positions

#16FELL CAPITAL MANAGEMENT /ADVPassive

Some overlap · 5 shared positions

$CTVA $SNOW $AMGN $VZ $GE

$105M

91 positions

#17Journey Beyond Wealth, LLCSmart money

Some overlap · 4 shared positions

$MKL $SNOW $IAU $LMT

$116M

29 positions

#18NewSquare Capital LLCPassive

Some overlap · 3 shared positions

$MKL $SNOW $AMGN

$1.2B

211 positions

#19FC Advisory LLCActive

Some overlap · 4 shared positions

$MKL $SNOW $COP $LEN

$342M

115 positions

#20Valley Financial Group, Inc.Active

Some overlap · 5 shared positions

$MKL $SNOW $VZ $COP $PFE

$185M

63 positions

#21Verus Financial Partners, Inc.Smart money

Some overlap · 4 shared positions

$MKL $SNOW $IAU $GE

$1.1B

121 positions

#22R.H. Investment Group, LLCPassive

Some overlap · 8 shared positions

$AMGN $EPD $WFC $UNP $VZ $SNOW

$130M

45 positions

#23Barnes Dennig Private Wealth Management LLCPassive

Some overlap · 6 shared positions

$AMGN $SNOW $SLV $LEN $AMAT $IAU

$101M

307 positions

#24Efficient Advisors, LLCActive

Some overlap · 3 shared positions

$MKL $SNOW $COP

$1.4B

58 positions

#25Aristotle Capital Management, LLCActive

Some overlap · 6 shared positions

$CTVA $AMGN $WFC $VZ $LEN $COF

$47.8B

191 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.