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Hedge Funds Similar to Kassira Wealth

13F Portfolio OverlapQ1 2026Kassira Wealth portfolio →
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Most similar hedge funds by 13F overlap

Kassira Wealth Management LLC is an institutional investor managing $109M across 59 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 Kassira Wealth are Oak Harvest Investment Services, EDGAR LOMAX /VA, Miller Financial Services, with shared positions in $UPST, $SCHW, $CIEN, $DUK, $ETN, $AMGN. The full ranking of 25 similar funds is below.

#1Oak Harvest Investment ServicesPassive
Notable overlap · 6 shared positions
$UPST$SCHW$CIEN$DUK$ETN$AMGN
$958M
176 positions
#2EDGAR LOMAX CO/VAActive
Notable overlap · 7 shared positions
$PFE$UNH$SCHW$GD$DUK$BMY
$1.4B
56 positions
#3Miller Financial Services LLCPassive
Some overlap · 5 shared positions
$UPST$NET$D$BMY$ETN
$91M
120 positions
#4Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$UPST$BA$UNH$NET
$154M
64 positions
#5Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$PFE$BA$UNH$BMY
$144M
56 positions
#6Falcon Wealth PlanningActive
Some overlap · 3 shared positions
$UPST$SCHW$NTRB
$1.5B
236 positions
#7Causey Wealth LLCPassive
Some overlap · 5 shared positions
$UPST$NTRB$SCHW$BMY$AMGN
$236M
81 positions
#8Cypress Capital, LLCActive
Some overlap · 5 shared positions
$UPST$SCHW$BMY$ETN$AMGN
$351M
95 positions
#9STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$UPST$GD$UNH$AMGN
$547M
180 positions
#10Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$UPST$D$NET$DUK$AMGN
$638M
158 positions
#11AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 3 shared positions
$UPST$SCHW$UNH
$445M
77 positions
#12Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$UPST$NTRB$UNH
$109M
1,311 positions
#13WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$UPST$SCHW$DUK
$350M
95 positions
#14Blackhawk Capital Partners, LLCPassive
Some overlap · 3 shared positions
$UPST$BA$POWL
$273M
141 positions
#15Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$UPST$UNH$SCHW
$569M
204 positions
#161834 INVESTMENT ADVISORS COPassive
Some overlap · 3 shared positions
$UPST$PFE$BMY
$801M
206 positions
#17CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 6 shared positions
$BA$SCHW$GD$DUK$ETN$PANW
$1.0B
96 positions
#18TrueWealth Financial PartnersActive
Some overlap · 3 shared positions
$UPST$SCHW$BA
$251M
66 positions
#19Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$UPST$ETN$PANW$AMGN
$938M
146 positions
#20Pacific Sage Partners, LLCActive
Some overlap · 4 shared positions
$UPST$PANW$BA$AMGN
$636M
121 positions
#21Westerkirk Capital Inc.Active
Some overlap · 3 shared positions
$UPST$UNH$ETN
$929M
208 positions
#22MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$PFE$BA$BMY
$115M
98 positions
#23Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$UPST$SCHW$BA
$333M
198 positions
#24Persium Advisors, LLCActive
Some overlap · 5 shared positions
$PFE$UNH$GD$DUK$PANW
$127M
60 positions
#25O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$UPST$GD$DUK
$124M
55 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.