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Hedge Funds Similar to Kaufman Rossin Wealth,

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

Kaufman Rossin Wealth, LLC is an institutional investor managing $211M across 112 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 Kaufman Rossin Wealth, are True Wealth Design,, CLARIS ADVISORS, / MO /, Kane Wealth ,, with shared positions in $NEE, $AMN, $FIX, $GE, $APH, $EIX. The full ranking of 25 similar funds is below.

#1True Wealth Design, LLCActive
Notable overlap · 10 shared positions
$NEE$AMN$FIX$GE$APH$EIX
$360M
2,699 positions
#2CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$NEE$NKE$AMN
$334M
70 positions
#3Kane Co Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$NEE$NKE$AMN
$119M
51 positions
#4Three Arch Wealth Management LLCActive
Notable overlap · 3 shared positions
$NEE$NKE$AMN
$556M
61 positions
#5Trailhead Planners LLCActive
Notable overlap · 3 shared positions
$NEE$NKE$AMN
$104M
49 positions
#6Oceanside Advisors LLCActive
Notable overlap · 3 shared positions
$NEE$NKE$AMN
$175M
53 positions
#7CogentBlue Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$NEE$AMN$NKE$WDC
$149M
78 positions
#8Savant Capital, LLCActive
Notable overlap · 3 shared positions
$NEE$NKE$AMN
$20.7B
1,500 positions
#9Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 4 shared positions
$NEE$NKE$AMN$REGN
$1.1B
81 positions
#10DiNuzzo Private Wealth, Inc.Active
Notable overlap · 4 shared positions
$NEE$NKE$CTVA$FDX
$928M
1,345 positions
#11HBE Wealth Management, LLCActive
Notable overlap · 5 shared positions
$NEE$NKE$AMN$INTC$FTI
$115M
53 positions
#12Timonier Family Office, LTD.
Notable overlap · 3 shared positions
$NEE$NKE$CTVA
$315M
56 positions
#13GREAT OAK CAPITAL PARTNERS, LLCSmart money
Notable overlap · 3 shared positions
$NEE$NKE$ADBE
$430M
47 positions
#14Mills Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$NEE$NKE$GM
$286M
80 positions
#15Meritas Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NEE$NKE$AMN
$221M
60 positions
#16Foundry Financial LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$236M
71 positions
#17Meredith Wealth PlanningActive
Notable overlap · 4 shared positions
$NEE$AMN$NKE$FIX
$369M
70 positions
#18Torren Management, LLCActive
Notable overlap · 4 shared positions
$NEE$AMN$WDC$APH
$201M
983 positions
#19POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 13 shared positions
$NKE$AMN$NEE$GE$TPR$ANET
$127M
130 positions
#20Electron Capital Partners, LLCActive
Notable overlap · 6 shared positions
$NEE$EIX$JCI$FDX$GEV$VRT
$2.6B
46 positions
#21MB Generational Wealth, LLCActive
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$181M
66 positions
#22HMV Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$NEE$NKE$AMN$REGN
$213M
81 positions
#23TCI Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$NEE$NKE$AMN
$1.9B
251 positions
#24McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$NEE$NKE$AMN
$119M
65 positions
#25Generations Wealth, LLCSmart money
Notable overlap · 3 shared positions
$NEE$AMN$NKE
$103M
29 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.