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 KERR FINANCIAL PLANNING

13F Portfolio OverlapQ2 2026KERR FINANCIAL PLANNING portfolio →

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Most similar hedge funds by 13F overlap

KERR FINANCIAL PLANNING Corp is an institutional investor managing $90M across 545 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 KERR FINANCIAL PLANNING are Markin Volterra Fund, VMS Asset Limited, Quantum Private Wealth, with shared positions in $MRVL, $ARM, $GLW, $VRT, $PLTR, $CRWD. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive

Notable overlap · 7 shared positions

$MRVL $ARM $GLW $VRT $PLTR $CRWD

$147M

69 positions

#2VMS Asset Management LimitedPassive

Notable overlap · 6 shared positions

$MRVL $GLW $ARM $CRWD $VRT $DELL

$315M

33 positions

#3Quantum Private Wealth, LLCPassive

Some overlap · 7 shared positions

$MRVL $CRWD $ARM $VRT $DELL $PLTR

$390M

171 positions

#4HARTLINE INVESTMENT CORP/Active

Some overlap · 6 shared positions

$MRVL $GLW $VRT $PLTR $DELL $C

$1.1B

115 positions

#5Newbridge Financial Services Group, Inc.Passive

Some overlap · 5 shared positions

$MRVL $PLTR $CRWD $ARM $DELL

$808M

1,245 positions

#6Goldstream Capital Management LtdActive

Some overlap · 5 shared positions

$MRVL $CRWD $GLW $VRT $ACLS

$132M

45 positions

#7Retireful, LLCPassive

Some overlap · 5 shared positions

$MRVL $GLW $CRWD $VRT $DELL

$107M

81 positions

#8Riggs Asset Managment Co. Inc.Passive

Some overlap · 6 shared positions

$PLTR $GLW $CRWD $VRT $MRVL $C

$560M

132 positions

#9Triton Financial Group IncPassive

Some overlap · 5 shared positions

$MRVL $GLW $CRWD $DELL $AFL

$174M

99 positions

#10Fedenia Advisers LLCPassive

Some overlap · 6 shared positions

$MRVL $GLW $ARM $DELL $PLTR $VRT

$421M

459 positions

#11AGP FRANKLIN, LLCPassive

Some overlap · 6 shared positions

$PLTR $GLW $CRWD $AFL $C $AZO

$231M

93 positions

#12Fund Advisors of America Inc/FLPassive

Some overlap · 4 shared positions

$MRVL $GLW $ARM $PLTR

$110M

120 positions

#13HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Some overlap · 4 shared positions

$MRVL $PLTR $GLW $DELL

$217M

352 positions

#14CORNERSTONE ENTERPRISES, LLCActive

Some overlap · 4 shared positions

$MRVL $PLTR $GLW $CRWD

$219M

42 positions

#15Intrepid Financial Planning Group LLCPassive

Some overlap · 5 shared positions

$MRVL $PLTR $ALPS $DELL $AMGN

$294M

135 positions

#16Dedeker Financial LLCActive

Some overlap · 5 shared positions

$MRVL $PLTR $CRWD $SPCX $AFL

$176M

55 positions

#17Broadleaf Partners, LLCPassive

Some overlap · 4 shared positions

$MRVL $ARM $PLTR $VRT

$517M

86 positions

#18Kingsman Wealth Management, Inc.Active

Some overlap · 6 shared positions

$PLTR $CRWD $VRT $GLW $DELL $C

$214M

76 positions

#19Avalon Global Asset Management LLCActive

Some overlap · 4 shared positions

$PLTR $MRVL $CRWD $VRT

$917M

38 positions

#20Robeco Schweiz AGActive

Some overlap · 4 shared positions

$MRVL $ARM $VRT $GLW

$6.2B

126 positions

#21Marex Group plcPassive

Some overlap · 5 shared positions

$MRVL $VRT $GLW $SPCX $ARM

$23.6B

1,117 positions

#22Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$PLTR $GLW $CRWD $VRT $DELL

$238M

149 positions

#23N10 WEALTH, LLCActive

Some overlap · 6 shared positions

$MRVL $PLTR $VRT $AZO $AMGN $SPCX

$282M

43 positions

#24Geneva Partners, LLCPassive

Some overlap · 4 shared positions

$MRVL $GLW $VRT $DELL

$375M

75 positions

#25Decker Retirement Planning Inc.Active

Some overlap · 4 shared positions

$MRVL $GLW $ARM $PLTR

$294M

441 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.