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 Kiker Wealth

13F Portfolio OverlapQ2 2026Kiker Wealth portfolio →

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Most similar hedge funds by 13F overlap

Kiker Wealth Management, LLC is an institutional investor managing $256M across 161 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Kiker Wealth are Smart Money Group, Accordant Advisory Group, Bucket List Wealth, with shared positions in $OUNZ, $EME, $EOG, $PBR, $CEF, $PSLV. The full ranking of 25 similar funds is below.

#1Smart Money Group LLCSmart money

Notable overlap · 3 shared positions

$OUNZ $EME $EOG

$390M

86 positions

#2Accordant Advisory Group IncPassive

Notable overlap · 4 shared positions

$OUNZ $PBR $CEF $PSLV

$148M

242 positions

#3Bucket List Wealth Management, LLCActive

Notable overlap · 3 shared positions

$OUNZ $SLV $SO

$208M

63 positions

#4Ferguson Shapiro LLCActive

Notable overlap · 3 shared positions

$OUNZ $SO $SLV

$344M

87 positions

#5Solstein Capital, LLCPassive

Some overlap · 3 shared positions

$OUNZ $BP $EQNR

$292M

434 positions

#6Guild Investment Management, Inc.Active

Some overlap · 3 shared positions

$OUNZ $SLV $ACN

$146M

59 positions

#7New Harbor Financial Group, LLCActive

Some overlap · 4 shared positions

$SLV $CEF $SIVR $PSLV

$669M

62 positions

#8Euro Pacific Asset Management, LLCActive

Some overlap · 6 shared positions

$OUNZ $CEF $BP $EQNR $ACN $PSLV

$1.2B

108 positions

#9Cadence Wealth Management LLCActive

Some overlap · 4 shared positions

$SLV $CEF $EOG $ES

$223M

63 positions

#10Corecam AGActive

Some overlap · 4 shared positions

$SLV $EQNR $EIX $CF

$117M

50 positions

#11Capital Wealth Alliance, LLCActive

Some overlap · 3 shared positions

$OUNZ $CEF $PSLV

$229M

100 positions

#12Capital Management Associates, IncActive

Some overlap · 3 shared positions

$SIVR $DRI $GIS

$499M

160 positions

#13Nalls Sherbakoff Group, LLCPassive

Some overlap · 5 shared positions

$SLV $CEF $SO $PSLV $BP

$141M

378 positions

#14Huber Capital Management LLCActive

Some overlap · 3 shared positions

$ENVA $CNO $BP

$679M

99 positions

#15Pettinga Financial Advisors LLCActive

Some overlap · 3 shared positions

$SLV $SIVR $PSLV

$606M

158 positions

#16ABBINGTON INVESTMENT GROUPActive

Some overlap · 4 shared positions

$SLV $PBR $OUNZ $PSLV

$157M

52 positions

#17Rithm Capital Corp.Active

Some overlap · 3 shared positions

$EME $DY $SO

$81M

38 positions

#18Lisanti Capital Growth, LLCPassive

Some overlap · 3 shared positions

$DY $ENVA $GRDN

$455M

109 positions

#19Plan Group Financial, LLCPassive

Some overlap · 3 shared positions

$OUNZ $SLV $SO

$510M

228 positions

#20Acorn Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$SLV $SIVR $SO

$407M

302 positions

#21Fi3 FINANCIAL ADVISORS, LLCPassive

Some overlap · 3 shared positions

$EME $BURL $GIS

$418M

232 positions

#22Carolina Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$FRO $BP $DRI

$263M

373 positions

#23Robinson Value Management, Ltd.Passive

Some overlap · 6 shared positions

$SLV $EOG $ACN $PSLV $CEF $SIVR

$183M

77 positions

#24Wills Financial Group LLCPassive

Some overlap · 3 shared positions

$CF $SO $BMI

$275M

82 positions

#25Pekin Hardy Strauss, Inc.Passive

Some overlap · 4 shared positions

$OUNZ $CF $CEF $PSLV

$1.1B

511 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.