What hedge funds are most similar to Kondo Wealth Advisors, Inc.?

The funds with the most similar 13F portfolios to Kondo Wealth Advisors, Inc. are Kane Wealth ,, Team Hewins,, Meritas Wealth ,, based on overlapping conviction holdings in the latest SEC filings.

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 Kondo Wealth Advisors,

13F Portfolio OverlapQ1 2026Kondo Wealth Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Kondo Wealth Advisors, Inc. is an institutional investor managing $266M across 69 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 Kondo Wealth Advisors, are Kane Wealth ,, Team Hewins,, Meritas Wealth ,, with shared positions in $AMN, $NKE, $WT, $SNOW, $MRSH, $DIS. The full ranking of 25 similar funds is below.

#1Kane Co Wealth Management, Inc.Active

Substantial overlap · 3 shared positions

$AMN $NKE $WT

$119M

51 positions

#2Team Hewins, LLCSmart money

Substantial overlap · 4 shared positions

$AMN $NKE $SNOW $WT

$337M

41 positions

#3Meritas Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $MRSH $DIS

$221M

60 positions

#4POINCIANA ADVISORS GROUP, LLCPassive

Substantial overlap · 4 shared positions

$AMN $NKE $SNOW $BAC

$127M

130 positions

#5RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$AMN $NKE $BAC

$296M

80 positions

#6Burk Holdings LLCPassive

Substantial overlap · 5 shared positions

$AMN $NKE $WT $SNOW $BAC

$233M

676 positions

#7Parkshore Wealth Management, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $SNOW $BAC

$299M

69 positions

#8WMG Financial Advisors, LLCActive

Substantial overlap · 4 shared positions

$AMN $WT $BAC $VZ

$240M

100 positions

#9CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 3 shared positions

$AMN $NKE $DIS

$334M

70 positions

#10McCartney Wealth Management LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $WT $SNOW

$119M

65 positions

#11Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 5 shared positions

$AMN $NKE $SNOW $WT $DIS

$931M

518 positions

#12Beaird Harris Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $SNOW $WT

$1.5B

686 positions

#13BWM Planning, LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $SNOW $WFC

$379M

87 positions

#14Unison Advisors LLCActive

Substantial overlap · 3 shared positions

$AMN $WT $VZ

$1.3B

175 positions

#15EAGLE WEALTH STRATEGIES LLCActive

Substantial overlap · 3 shared positions

$AMN $WT $VZ

$228M

114 positions

#16ATLas Financial Planning LLCActive

Substantial overlap · 4 shared positions

$AMN $NKE $WT $BAC

$112M

69 positions

#17COWA, LLCActive

Notable overlap · 4 shared positions

$AMN $NKE $WT $UPS

$371M

158 positions

#18Plancorp, LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $BAC

$3.5B

378 positions

#19Werba Rubin Papier Wealth ManagementPassive

Notable overlap · 3 shared positions

$AMN $NKE $SNOW

$718M

278 positions

#20EnRich Financial Partners LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $SNOW

$377M

64 positions

#21Fonville Wealth Management LLCPassive

Notable overlap · 3 shared positions

$AMN $NKE $SNOW

$525M

138 positions

#22Financial Futures Ltd Liability Co.Active

Notable overlap · 3 shared positions

$AMN $NKE $SNOW

$228M

72 positions

#23ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 4 shared positions

$AMN $NKE $WFC $SNOW

$158M

125 positions

#24Symmetry Partners, LLCActive

Notable overlap · 3 shared positions

$AMN $NKE $LOW

$1.8B

209 positions

#25Tillman Hartley LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $SNOW $WT $WFC

$398M

88 positions

Compare Kondo Wealth Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Kondo Wealth Advisors,’s holdings

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.