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 KEELER & NADLER FINANCIAL PLANNING & WEALTH

13F Portfolio OverlapQ1 2026KEELER & NADLER FINANCIAL PLANNING & WEALTH portfolio →

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Most similar hedge funds by 13F overlap

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT is an institutional investor managing $295M across 82 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 KEELER & NADLER FINANCIAL PLANNING & WEALTH are SVRN Asset ,, Arbor Wealth Advisors, Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, with shared positions in $BRZE, $HUM, $BAH, $UNIT, $KKR, $GILD. The full ranking of 25 similar funds is below.

#1SVRN Asset Management, LLCActive

Some overlap · 4 shared positions

$BRZE $HUM $BAH $UNIT

$103M

37 positions

#2Arbor Wealth Advisors LLCActive

Some overlap · 4 shared positions

$BRZE $HUM $UNIT $KKR

$143M

56 positions

#3Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 4 shared positions

$BRZE $HUM $UNIT $KKR

$111M

63 positions

#4White Lighthouse Investment Management Inc.Active

Some overlap · 4 shared positions

$BRZE $HUM $UNIT $KKR

$721M

145 positions

#5McClarren Financial Advisors, Inc.Active

Some overlap · 4 shared positions

$BRZE $HUM $UNIT $KKR

$169M

79 positions

#6Souders Financial AdvisorsPassive

Some overlap · 3 shared positions

$BRZE $HUM $BAH

$876M

216 positions

#7Hartmann Taylor Wealth Management, LLCActive

Some overlap · 3 shared positions

$BRZE $HUM $BAH

$151M

54 positions

#8McCarthy Asset Management, Inc.

Some overlap · 3 shared positions

$BRZE $HUM $BAH

$192M

27 positions

#9Vanguard National Trust CoActive

Some overlap · 4 shared positions

$BRZE $HUM $UNIT $KKR

$1.6B

751 positions

#10Gleason Group, Inc.Active

Some overlap · 5 shared positions

$BRZE $HUM $GILD $SO $KKR

$1.0B

229 positions

#11GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 3 shared positions

$BRZE $HUM $UNIT

$128M

42 positions

#12Family CFO IncActive

Some overlap · 3 shared positions

$BRZE $HUM $UNIT

$223M

41 positions

#13BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$BRZE $HUM $GILD $KKR $SO

$689M

134 positions

#14Juno Financial Group LLCActive

Some overlap · 4 shared positions

$BRZE $HUM $GLW $KKR

$255M

70 positions

#15Madison Park Capital Advisors, LLCActive

Some overlap · 4 shared positions

$BRZE $HUM $KMI $GILD

$127M

62 positions

#16WARNER FINANCIAL, INCActive

Some overlap · 5 shared positions

$BRZE $HUM $BAH $UNIT $KKR

$292M

135 positions

#17GRANVILLE CAPITAL, INC.Active

Some overlap · 3 shared positions

$BRZE $HUM $KMI

$191M

86 positions

#18Good Harbor Advisors, Inc.Passive

Some overlap · 3 shared positions

$BRZE $HUM $SO

$92M

82 positions

#19CWS Financial Advisors, LLCActive

Some overlap · 3 shared positions

$BRZE $HUM $SO

$390M

157 positions

#20Seneca Financial Advisors LLCActive

Some overlap · 3 shared positions

$BRZE $HUM $KKR

$341M

64 positions

#21Sage Investment Advisers LLCPassive

Some overlap · 3 shared positions

$BRZE $HUM $KKR

$135M

89 positions

#22Curran Financial Partners, LLCActive

Some overlap · 3 shared positions

$BRZE $HUM $KKR

$559M

127 positions

#23Breakwater Investment ManagementPassive

Some overlap · 3 shared positions

$BRZE $HUM $KKR

$269M

506 positions

#24Joseph Group Capital ManagementPassive

Some overlap · 3 shared positions

$BRZE $HUM $KKR

$400M

379 positions

#25WETZEL INVESTMENT ADVISORS, INC.Active

Some overlap · 3 shared positions

$BRZE $HUM $KKR

$252M

131 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.