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 Kilter Group

13F Portfolio OverlapQ2 2026Kilter Group portfolio →

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Most similar hedge funds by 13F overlap

Kilter Group LLC is an institutional investor managing $276M across 1,580 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 Kilter Group are Greenfield Seitz, Nicholas Wealth, BARTLETT & WEALTH, with shared positions in $HIMS, $ETN, $ASML, $AMGN, $LOW, $DUK. The full ranking of 25 similar funds is below.

#1Greenfield Seitz Capital Management, LLCPassive

Some overlap · 3 shared positions

$HIMS $ETN $ASML

$336M

107 positions

#2Nicholas Wealth, LLC.Passive

Some overlap · 3 shared positions

$HIMS $AMGN $ETN

$182M

127 positions

#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$AMGN $LOW $ETN $ASML $DUK

$8.0B

1,334 positions

#4Davis Capital ManagementPassive

Slight overlap · 4 shared positions

$AMGN $LOW $ETN $BNY

$169M

1,270 positions

#5Walsky Investment Management, Inc.Passive

Slight overlap · 4 shared positions

$AMGN $LOW $ETN $BNY

$108M

52 positions

#6LCNB CORPPassive

Slight overlap · 4 shared positions

$AMGN $LOW $ETN $DUK

$326M

184 positions

#7BURKETT FINANCIAL SERVICES, LLCActive

Slight overlap · 4 shared positions

$AMGN $LOW $ETN $DUK

$320M

266 positions

#8A4 Wealth Advisors LLCActive

Slight overlap · 4 shared positions

$AMGN $LOW $ETN $DUK

$151M

92 positions

#9Nepsis Inc.Active

Slight overlap · 3 shared positions

$RDDT $AMGN $DUK

$295M

28 positions

#10Richwood Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$AMGN $LOW $ETN

$142M

106 positions

#11BRADY FAMILY WEALTH, LLCPassive

Slight overlap · 3 shared positions

$AMGN $LOW $ETN

$346M

113 positions

#12Ledyard National BankPassive

Slight overlap · 3 shared positions

$AMGN $LOW $ETN

$1.2B

255 positions

#13MRWM Advisors, LLCActive

Slight overlap · 3 shared positions

$AMGN $LOW $ETN

$243M

80 positions

#14Cypress Capital, LLCActive

Slight overlap · 3 shared positions

$AMGN $LOW $ETN

$370M

113 positions

#15First Long Island Investors, LLCActive

Slight overlap · 3 shared positions

$AMGN $LOW $ETN

$1.4B

73 positions

#16Montgomery Financial Services LLCActive

Slight overlap · 4 shared positions

$AMGN $LOW $ETN $DUK

$115M

334 positions

#17OAK ASSOCIATES LTD /OH/Active

Slight overlap · 4 shared positions

$AMGN $LOW $BNY $ASML

$1.8B

139 positions

#18Vertrix Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$AMGN $LOW $BNY $DUK

$297M

103 positions

#19Nautilus Advisors LLCPassive

Slight overlap · 4 shared positions

$RDDT $LOW $AMGN $ASML

$170M

179 positions

#20Biondo Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$AMGN $LOW $ASML $DUK

$817M

89 positions

#21Cornerstone Wealth Group, LLCPassive

Slight overlap · 3 shared positions

$AMGN $LOW $ETN

$1.7B

504 positions

#22ASL Financial, LLCActive

Slight overlap · 3 shared positions

$AMGN $LOW $ETN

$142M

99 positions

#23CASTLE WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$AMGN $LOW $ETN

$338M

143 positions

#24COLTON GROOME FINANCIAL ADVISORS, LLCActive

Slight overlap · 3 shared positions

$AMGN $ETN $LOW

$414M

164 positions

#25MFA Wealth ServicesPassive

Slight overlap · 4 shared positions

$AMGN $ETN $BNY $ASML

$167M

134 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.