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Hedge Funds Similar to Kiker Wealth ,

13F Portfolio OverlapQ1 2026Kiker Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Kiker Wealth Management, LLC is an institutional investor managing $209M across 132 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 Kiker Wealth , are Morton /CA, Accordant Advisory Group, Smart Money Group, with shared positions in $OUNZ, $WT, $USB, $CEF, $JXN, $PSLV. The full ranking of 25 similar funds is below.

#1Morton Capital Management LLC/CASmart money
Notable overlap · 3 shared positions
$OUNZ$WT$USB
$672M
139 positions
#2Accordant Advisory Group IncPassive
Notable overlap · 6 shared positions
$OUNZ$CEF$JXN$PSLV$USB$PHYS
$161M
238 positions
#3Smart Money Group LLCSmart money
Notable overlap · 4 shared positions
$OUNZ$WT$EOG$KO
$344M
84 positions
#4SFG Wealth Management, LLC.Active
Notable overlap · 4 shared positions
$OUNZ$WT$SLV$USB
$243M
100 positions
#5Guild Investment Management, Inc.Active
Notable overlap · 5 shared positions
$OUNZ$SLV$USB$PHYS$PSLV
$140M
47 positions
#6Dogwood Wealth Management LLCPassive
Some overlap · 4 shared positions
$OUNZ$SCHW$CEF$SO
$230M
860 positions
#7New Harbor Financial Group, LLCActive
Some overlap · 6 shared positions
$SLV$CEF$PSLV$USB$PHYS$AG
$567M
61 positions
#8Cadence Wealth Management LLCSmart money
Some overlap · 4 shared positions
$SLV$CEF$ALB$EOG
$240M
58 positions
#9MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 5 shared positions
$SLV$WT$SO$USB$SIVR
$1.3B
143 positions
#10ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 5 shared positions
$SLV$WT$PLTR$KO$SCHW
$753M
159 positions
#11PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$OUNZ$CEF$WT$USB
$162M
117 positions
#12MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$OUNZ$PSLV$USB$MDT
$115M
98 positions
#13Asset One Wealth Management LLCPassive
Some overlap · 5 shared positions
$OUNZ$WT$PSLV$USB$PHYS
$904M
336 positions
#14Rockport Wealth LLCActive
Some overlap · 8 shared positions
$SLV$PSLV$USB$CEF$FE$WT
$549M
101 positions
#15RIA Advisory Group LLCPassive
Some overlap · 5 shared positions
$SLV$PSLV$USB$PLTR$KO
$421M
145 positions
#16Capital Management Associates, IncActive
Some overlap · 3 shared positions
$SIVR$SCHW$DRI
$442M
151 positions
#17BEAM WEALTH ADVISORS, INC.Active
Some overlap · 5 shared positions
$SLV$PSLV$PLTR$KO$PHYS
$402M
108 positions
#18Broussard Financial Group LLCActive
Some overlap · 3 shared positions
$SLV$WT$USB
$125M
29 positions
#19OxenFree Capital LLCActive
Some overlap · 3 shared positions
$SLV$WT$USB
$206M
56 positions
#20RoundAngle Advisors LLCPassive
Some overlap · 4 shared positions
$SLV$WT$USB$PLTR
$134M
60 positions
#21Bravias Capital Group, LLCActive
Some overlap · 3 shared positions
$SLV$WT$SIVR
$153M
96 positions
#22Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$SCHW$MDT
$101M
307 positions
#23Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$SLV$DLX$EOG
$143M
104 positions
#24Forest Hill Capital, LLCActive
Some overlap · 4 shared positions
$SLV$PSLV$USB$PHYS
$152M
19 positions
#25Grand Central Investment GroupActive
Some overlap · 4 shared positions
$SLV$PSLV$USB$PHYS
$135M
44 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.