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Hedge Funds Similar to Kane Wealth ,

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

Kane Co Wealth Management, Inc. is an institutional investor managing $119M across 51 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 Kane Wealth , are Meredith Wealth Planning, Trailhead Planners, Three Arch Wealth, with shared positions in $AMN, $NEE, $DDOG, $NKE, $DE, $NSC. The full ranking of 25 similar funds is below.

#1Meredith Wealth PlanningActive
Highly similar · 5 shared positions
$AMN$NEE$DDOG$NKE$DE
$369M
70 positions
#2Trailhead Planners LLCActive
Highly similar · 3 shared positions
$AMN$NEE$NKE
$104M
49 positions
#3Three Arch Wealth Management LLCActive
Highly similar · 3 shared positions
$AMN$NEE$NKE
$556M
61 positions
#4Meritas Wealth Management, LLCActive
Highly similar · 4 shared positions
$AMN$NEE$NKE$NSC
$221M
60 positions
#5Torren Management, LLCActive
Highly similar · 4 shared positions
$AMN$NEE$WT$NSC
$201M
983 positions
#6MB Generational Wealth, LLCActive
Substantial overlap · 5 shared positions
$AMN$NEE$NSC$NKE$DDOG
$181M
66 positions
#7Porter White Investment Advisors, Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$NKE$NSC
$250M
40 positions
#8Kondo Wealth Advisors, Inc.Active
Substantial overlap · 3 shared positions
$AMN$NKE$WT
$266M
69 positions
#9KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$AMN$NKE$NEE$DE
$522M
97 positions
#10CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$334M
70 positions
#11Hill Investment Group Partners, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$NSC
$906M
50 positions
#12HMV Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$213M
81 positions
#13Team Hewins, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NKE$WT
$337M
41 positions
#14Petersen Hastings Wealth Advisors Inc.Smart money
Substantial overlap · 4 shared positions
$AMN$NEE$NKE$DDOG
$1.1B
81 positions
#15McCartney Wealth Management LLCActive
Substantial overlap · 5 shared positions
$AMN$NEE$NKE$NSC$WT
$119M
65 positions
#16TCI Wealth Advisors, Inc.Active
Substantial overlap · 4 shared positions
$AMN$NEE$NKE$DDOG
$1.9B
251 positions
#17POINCIANA ADVISORS GROUP, LLCPassive
Substantial overlap · 3 shared positions
$AMN$NKE$NEE
$127M
130 positions
#18Mason Investment Advisory Services, Inc.Smart money
Substantial overlap · 3 shared positions
$AMN$WT$DDOG
$2.2B
79 positions
#19Golden Bell Financial Planning LLCActive
Substantial overlap · 3 shared positions
$AMN$DDOG$NKE
$125M
37 positions
#20Creative Capital Management Investments LLCActive
Substantial overlap · 3 shared positions
$AMN$DDOG$WT
$348M
324 positions
#21Generations Wealth, LLCSmart money
Substantial overlap · 3 shared positions
$AMN$NEE$NKE
$103M
29 positions
#22Burk Holdings LLCPassive
Substantial overlap · 4 shared positions
$AMN$NKE$WT$DDOG
$233M
676 positions
#23Planning Center, Inc.Smart money
Substantial overlap · 4 shared positions
$NEE$NKE$DE$NSC
$987M
78 positions
#24Physician Wealth Solutions Inc.Active
Substantial overlap · 3 shared positions
$AMN$NSC$DDOG
$242M
45 positions
#25EAGLE WEALTH STRATEGIES LLCActive
Substantial overlap · 3 shared positions
$AMN$WT$NEE
$228M
114 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.