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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, Blue Sky Consultants Group,, NBZ Investment Advisors, with shared positions in $AMD, $PLTR, $MRVL, $AMAT, $VRT, $ARM. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive
Notable overlap · 7 shared positions
$AMD$PLTR$MRVL$AMAT$VRT$ARM
$65M
34 positions
#2Blue Sky Capital Consultants Group, Inc.Passive
Some overlap · 3 shared positions
$ARKO$GRWG$PLTR
$210M
76 positions
#3NBZ Investment Advisors LLCActive
Some overlap · 5 shared positions
$ARKO$GRWG$VRT$WFC$AMD
$229M
73 positions
#4Variant Private Wealth, LLCActive
Some overlap · 4 shared positions
$ARKO$AMD$PLTR$CRWD
$83M
38 positions
#5Newbridge Financial Services Group, Inc.Passive
Some overlap · 6 shared positions
$PLTR$SHW$MRVL$AMD$CRWD$ARM
$608M
1,182 positions
#6Optiver Holding B.V.Active
Some overlap · 6 shared positions
$AMD$PLTR$AMAT$CRWD$MU$COIN
$289.5B
2,301 positions
#7Wealth Management Partners, LLCPassive
Some overlap · 6 shared positions
$ARKO$PLTR$AMAT$VRT$AMD$MU
$350M
147 positions
#8Quantum Private Wealth, LLCPassive
Some overlap · 6 shared positions
$AMD$PLTR$MRVL$VRT$CRWD$ARM
$324M
165 positions
#9Gunderson Capital Management Inc.Passive
Some overlap · 5 shared positions
$AMD$PLTR$AMAT$ARM$MU
$239M
46 positions
#10HARTLINE INVESTMENT CORP/Active
Some overlap · 6 shared positions
$AMD$PLTR$MRVL$VRT$GLW$AMAT
$909M
112 positions
#11BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 3 shared positions
$ARKO$PLTR$MU
$209M
103 positions
#12BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 8 shared positions
$PLTR$MRVL$AMAT$VRT$GLW$ARM
$277M
114 positions
#13Concentrum Wealth ManagementActive
Some overlap · 6 shared positions
$AMD$SHW$AMAT$GRWG$MU$VRT
$339M
111 positions
#14STF Management LP
Some overlap · 5 shared positions
$PLTR$AMD$AMAT$CRWD$MU
$107M
101 positions
#15ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$AMD$PLTR$VRT$CRWD$COIN
$482M
38 positions
#16Vienna Asset Management LLCPassive
Some overlap · 4 shared positions
$ARKO$GRWG$AMD$COIN
$129M
60 positions
#17Purus Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ARKO$AMD$PLTR$AMAT$SHW
$314M
157 positions
#18Mason & Associates IncActive
Some overlap · 6 shared positions
$AMD$SHW$PLTR$ALPS$CRWD$VRT
$516M
160 positions
#19Cornerstone Select Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$SHW$VRT$CRWD$GLW$MU
$160M
124 positions
#20Grant Private Wealth Management IncPassive
Some overlap · 6 shared positions
$PLTR$AMD$ARKO$CRWD$MU$COIN
$188M
154 positions
#21Tairen Capital LtdActive
Some overlap · 6 shared positions
$AMD$AMAT$RMBS$GLW$ARM$MU
$924M
44 positions
#22Intrepid Financial Planning Group LLCPassive
Some overlap · 5 shared positions
$PLTR$ARKO$MRVL$AMD$ALPS
$248M
125 positions
#23TTP Investments, Inc.Active
Some overlap · 4 shared positions
$AMD$GRWG$AMAT$MU
$240M
35 positions
#24Redwood Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$GRWG$PLTR$MRVL$MU$AMD
$232M
169 positions
#25GFS Advisors, LLCPassive
Some overlap · 3 shared positions
$ARKO$PLTR$CRWD
$785M
159 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.