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Hedge Funds Similar to K2 Financial

13F Portfolio OverlapQ1 2026K2 Financial portfolio →
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Most similar hedge funds by 13F overlap

K2 Financial Inc. is an institutional investor managing $138M across 59 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 K2 Financial are REGIMEN WEALTH,, Passive ,, Altiora Financial Group,, with shared positions in $DDOG, $SNPS, $WT, $MCD, $SNOW, $NKE. The full ranking of 25 similar funds is below.

#1REGIMEN WEALTH, LLCActive
Notable overlap · 4 shared positions
$DDOG$SNPS$WT$MCD
$342M
70 positions
#2Passive Capital Management, LLC.Active
Notable overlap · 6 shared positions
$DDOG$SNOW$WT$MCD$NKE$UNIT
$335M
104 positions
#3Altiora Financial Group, LLCActive
Notable overlap · 5 shared positions
$DDOG$SNOW$NKE$CTVA$UNIT
$607M
110 positions
#4ASPIRIANT, LLCActive
Notable overlap · 5 shared positions
$DDOG$UNIT$WT$NKE$CTVA
$3.5B
338 positions
#5AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 5 shared positions
$DDOG$SNPS$UNIT$GMM$WT
$206M
97 positions
#6DRAVO BAY LLCActive
Notable overlap · 6 shared positions
$DDOG$UNIT$SNOW$GMM$SNPS$CTVA
$246M
54 positions
#7Schiavi & Co LLCSmart money
Notable overlap · 3 shared positions
$DDOG$SNOW$CTVA
$337M
50 positions
#8RCS Financial Planning, LLCPassive
Notable overlap · 4 shared positions
$DDOG$GMM$SNOW$UNIT
$193M
98 positions
#9BAKER BOYER NATIONAL BANKSmart money
Notable overlap · 3 shared positions
$DDOG$NKE$MCD
$333M
91 positions
#10GRAND WEALTH MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$DDOG$UNIT$CTVA$SNOW
$212M
87 positions
#11Beaird Harris Wealth Management, LLCActive
Notable overlap · 5 shared positions
$DDOG$NKE$UNIT$SNOW$WT
$1.5B
686 positions
#12Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$UNIT$MCD
$488M
115 positions
#13NewCorp Financial Services, Inc.Active
Notable overlap · 3 shared positions
$DDOG$SNOW$WT
$115M
50 positions
#14MOLLER WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$DDOG$WT$MCD
$507M
67 positions
#15Level Wealth Management LLCSmart money
Notable overlap · 4 shared positions
$DDOG$GMM$MCD$NKE
$213M
67 positions
#16Mustard Seed Financial, LLCPassive
Notable overlap · 4 shared positions
$DDOG$SNOW$UNIT$NKE
$167M
92 positions
#17Hurlow Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$DDOG$SNPS$SNOW$MCD
$420M
120 positions
#18Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$DDOG$SNOW$MCD
$341M
64 positions
#19VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$DDOG$SNPS$NKE
$108M
49 positions
#20West Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$UNIT$WT
$589M
193 positions
#21STAGE HARBOR FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$DDOG$NKE$UNIT
$151M
61 positions
#22PLANWISER FINANCIAL, LLCActive
Notable overlap · 3 shared positions
$DDOG$SNPS$GMM
$138M
47 positions
#23Lutz Financial Services LLCActive
Notable overlap · 6 shared positions
$DDOG$UNIT$NKE$WT$CTVA$GMM
$1.5B
100 positions
#24Envision Financial LLCActive
Notable overlap · 3 shared positions
$DDOG$UNIT$WT
$186M
46 positions
#25DeLarme Wealth Management, Inc.Active
Some overlap · 7 shared positions
$SNPS$DDOG$NKE$UNIT$MCD$WT
$155M
63 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.