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 Kelly Financial Services

13F Portfolio OverlapQ1 2026Kelly Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Kelly Financial Services LLC is an institutional investor managing $467M across 141 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 Kelly Financial Services are Catalyst Investment, BLUELINE ADVISORS, TSA Wealth Managment, with shared positions in $RF, $SE, $IAU, $LMT, $JHG, $SHW. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$RF $SE $IAU $LMT

$90M

65 positions

#2BLUELINE ADVISORS LLCActive

Notable overlap · 4 shared positions

$SE $JHG $SHW $COP

$129M

217 positions

#3TSA Wealth Managment LLCPassive

Notable overlap · 5 shared positions

$SE $MDLZ $IAU $TJX $GMM

$309M

105 positions

#4ShoreHaven Wealth Partners, LLCPassive

Some overlap · 9 shared positions

$MDLZ $JHG $IAU $SE $RF $VZ

$278M

103 positions

#5Addison Capital CoPassive

Some overlap · 4 shared positions

$SE $JHG $MDLZ $COP

$562M

182 positions

#6CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$RF $JHG $MAR $SE $COP

$648M

134 positions

#7CURTIS WEALTH MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$SE $MDLZ $IAU

$107M

50 positions

#8Fonville Wealth Management LLCPassive

Some overlap · 5 shared positions

$RF $SE $MAR $IAU $GMM

$525M

138 positions

#9Ifrah Financial Services, Inc.Passive

Some overlap · 4 shared positions

$SE $JHG $IAU $KLAC

$378M

200 positions

#105T Wealth, LLCPassive

Some overlap · 4 shared positions

$SE $MDLZ $SHW $IAU

$253M

129 positions

#11Davis Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$SE $IAU $MDLZ $GMM

$120M

72 positions

#12Henderson Brothers Financial Partners, LLCActive

Some overlap · 6 shared positions

$SE $JHG $IAU $LMT $TJX $T

$395M

105 positions

#13ONE Advisory Partners, LLCActive

Some overlap · 6 shared positions

$SE $MDLZ $IAU $AMAT $GMM $LMT

$324M

72 positions

#14HIGHLINE WEALTH PARTNERS LLCPassive

Some overlap · 4 shared positions

$JHG $SE $IAU $MAR

$392M

1,298 positions

#15Aspect Partners, LLCPassive

Some overlap · 5 shared positions

$SE $IAU $MAR $GMM $VZ

$245M

709 positions

#16Kinetic Partners Management, LPActive

Some overlap · 4 shared positions

$SE $SHW $AMAT $KLAC

$1.8B

49 positions

#17Madson Wealth Advisors IncPassive

Some overlap · 4 shared positions

$SE $IAU $MDLZ $KLAC

$120M

84 positions

#18Shared Vision Wealth Group LLCActive

Some overlap · 4 shared positions

$SE $MDLZ $IAU $COP

$245M

95 positions

#19Sharkey, Howes & JaverActive

Some overlap · 4 shared positions

$SE $IAU $MDLZ $GMM

$742M

153 positions

#20ALTERNA WEALTH MANAGEMENT, INCPassive

Some overlap · 3 shared positions

$SE $MDLZ $IAU

$132M

105 positions

#21Triad Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$SE $IAU $RF

$1.3B

478 positions

#22Bedminster, LLCActive

Some overlap · 3 shared positions

$SE $IAU $AMAT

$107M

53 positions

#23Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$SE $MDLZ $IAU $LMT

$115M

115 positions

#24First Financial Group CorpActive

Some overlap · 3 shared positions

$JHG $SHW $IAU

$122M

80 positions

#25WESPAC Advisors SoCal, LLCPassive

Some overlap · 3 shared positions

$JHG $SHW $IAU

$470M

119 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.