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 OverlapQ1 2026Kilter Group portfolio →

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Most similar hedge funds by 13F overlap

Kilter Group LLC is an institutional investor managing $232M across 1,567 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 Kilter Group are High Falls Advisors,, Asempa Wealth Advisors, Amplius Wealth Advisors,, with shared positions in $MDLZ, $SAN, $IAU, $MU, $DHR, $HUM. The full ranking of 25 similar funds is below.

#1High Falls Advisors, Inc

Some overlap · 4 shared positions

$MDLZ $SAN $IAU $MU

$494M

144 positions

#2Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$MDLZ $IAU $DHR $HUM

$115M

115 positions

#3Amplius Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$MDLZ $IAU $DHR $HUM

$1.2B

175 positions

#4Excelsior Advisor Network LLCPassive

Some overlap · 5 shared positions

$SAN $MDLZ $IAU $IBM $HUM

$263M

226 positions

#5Financial Partners Group, IncPassive

Some overlap · 3 shared positions

$MDLZ $SAN $HUM

$836M

227 positions

#6Polaris Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$MDLZ $IAU $SAN $DHR

$137M

70 positions

#7Ackerman Asset Management, LLCActive

Some overlap · 3 shared positions

$MDLZ $SAN $EPAM

$143M

35 positions

#8CM WEALTH ADVISORS LLCActive

Some overlap · 3 shared positions

$MDLZ $IAU $HUM

$470M

146 positions

#9Spectrum Planning & Advisory Services Inc.Passive

Some overlap · 3 shared positions

$MDLZ $IAU $AMGN

$202M

114 positions

#10Wealth Group LtdSmart money

Some overlap · 3 shared positions

$MDLZ $DHR $HUM

$439M

94 positions

#11SNS Financial Group, LLCActive

Some overlap · 3 shared positions

$MDLZ $HUM $USB

$1.2B

208 positions

#12Nova Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$MDLZ $SAN $IAU

$154M

545 positions

#13Wolfstich Capital, LLCActive

Some overlap · 3 shared positions

$MDLZ $IBM $HUM

$114M

45 positions

#14Roof Eidam Maycock Peralta, LLCActive

Some overlap · 3 shared positions

$MDLZ $ETN $HUM

$436M

125 positions

#15Financial Enhancement Group LLCPassive

Some overlap · 3 shared positions

$MDLZ $DHR $USB

$807M

135 positions

#16Quantum Financial Advisors, LLCActive

Some overlap · 3 shared positions

$MDLZ $AMGN $MU

$891M

231 positions

#17Maxele Advisors, LLC

Some overlap · 3 shared positions

$SAN $MDLZ $LOW

$123M

100 positions

#18EDGAR LOMAX CO/VAActive

Some overlap · 3 shared positions

$MDLZ $AMGN $USB

$1.4B

56 positions

#19W ADVISORS, LLCPassive

Some overlap · 3 shared positions

$MDLZ $HUM $EPAM

$195M

141 positions

#20WealthCare Investment Partners, LLCPassive

Some overlap · 3 shared positions

$SAN $IAU $HUM

$360M

191 positions

#21ALTERNA WEALTH MANAGEMENT, INCPassive

Some overlap · 4 shared positions

$MDLZ $SAN $IAU $HUM

$132M

105 positions

#22Veridan Wealth LLCActive

Some overlap · 4 shared positions

$MDLZ $IAU $HUM $USB

$270M

80 positions

#235th Street Advisors, LLCActive

Some overlap · 3 shared positions

$SAN $IAU $ETN

$232M

52 positions

#24Deane Retirement Strategies, Inc.Passive

Some overlap · 3 shared positions

$SAN $IAU $LOW

$249M

57 positions

#25American Trust Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$MDLZ $SAN $IBM

$181M

76 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.