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Hedge Funds Similar to CDKV

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

CDKV HOLDINGS LLC is an institutional investor managing $114M across 275 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 CDKV are 360 Financial,, PW Nova Financial Services, Marshall & Sterling Wealth Advisors, with shared positions in $SAN, $HUM, $PWR, $KO, $MAR, $LMT. The full ranking of 25 similar funds is below.

#1360 Financial, Inc.Active
Some overlap · 5 shared positions
$SAN$HUM$PWR$KO$MAR
$332M
80 positions
#2PW Nova Financial Services LLCPassive
Some overlap · 7 shared positions
$HUM$MAR$SAN$LMT$PANW$KO
$399M
193 positions
#3Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$MAR$SAN$HUM$LMT
$153M
344 positions
#4Excelsior Advisor Network LLCPassive
Some overlap · 5 shared positions
$SAN$HUM$LMT$SO$UPST
$263M
226 positions
#5Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$MAR$SAN$HUM$PANW
$112M
97 positions
#6MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SAN$MAR$LMT
$567M
136 positions
#7Enclave Advisors LLCActive
Some overlap · 3 shared positions
$MAR$HUM$KO
$729M
132 positions
#8W ADVISORS, LLCPassive
Some overlap · 6 shared positions
$HUM$MAR$KO$LMT$PM$SO
$195M
141 positions
#9Goepper Burkhardt LLCActive
Some overlap · 3 shared positions
$MAR$HUM$KO
$299M
97 positions
#10Bulwark Capital CorpActive
Some overlap · 6 shared positions
$MAR$HUM$ABNB$SAN$MO$PM
$162M
100 positions
#11SWAN Capital LLCPassive
Some overlap · 4 shared positions
$MAR$HUM$SO$PFE
$272M
554 positions
#12Finward BancorpPassive
Some overlap · 4 shared positions
$HUM$MAR$KO$SO
$125M
104 positions
#13Wheelhouse Advisory Group LLCActive
Some overlap · 4 shared positions
$MAR$HUM$PM$MO
$302M
51 positions
#14Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$MAR$HUM$LMT$PFE
$170M
48 positions
#15ORSER CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MAR$HUM$KO$UPST
$153M
46 positions
#16PARAGON FINANCIAL PARTNERS, INC.Active
Some overlap · 5 shared positions
$SAN$PM$MO$MAR$HUM
$177M
77 positions
#17Vermillion Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MAR$HUM$SAN
$255M
1,563 positions
#18Financial Perspectives, IncPassive
Some overlap · 3 shared positions
$MAR$HUM$MMM
$358M
716 positions
#19New Insight Wealth AdvisorsActive
Some overlap · 3 shared positions
$MAR$HUM$PFE
$279M
107 positions
#20Capital Planning LLCActive
Some overlap · 3 shared positions
$MAR$HUM$PWR
$307M
82 positions
#21CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 4 shared positions
$HUM$MAR$PM$KO
$105M
80 positions
#22Chicago Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$SAN$MAR$GFI$PANW
$251M
59 positions
#23Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$MAR$HUM$KO
$191M
88 positions
#24WealthCare Investment Partners, LLCPassive
Some overlap · 4 shared positions
$SAN$MAR$HUM$MO
$360M
191 positions
#25FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$HUM$MAR$LMT
$354M
66 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.