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 Kastel Advisors,

13F Portfolio OverlapQ1 2026Kastel Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Kastel Capital Advisors, LLC is an institutional investor managing $158M across 57 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 Kastel Advisors, are Tide Cove Partners, MontVue ,, Spectrum Investment Advisors,, with shared positions in $DHR, $HUM, $COP, $KKR, $BRZE, $DOV. The full ranking of 25 similar funds is below.

#1Tide Cove Capital Partners LLCSmart money

Substantial overlap · 4 shared positions

$DHR $HUM $COP $KKR

$147M

13 positions

#2MontVue Capital Management, Inc.Active

Notable overlap · 3 shared positions

$DHR $BRZE $DOV

$147M

67 positions

#3Spectrum Investment Advisors, Inc.Active

Notable overlap · 5 shared positions

$DHR $UNIT $ALPS $HUM $KKR

$201M

46 positions

#4Hardy Reed LLCActive

Notable overlap · 4 shared positions

$DHR $BRZE $COP $KKR

$1.4B

243 positions

#5CAHABA WEALTH MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$DHR $BRZE $KKR

$1.5B

154 positions

#6Compass Ion Advisors, LLCActive

Notable overlap · 8 shared positions

$DHR $HUM $IBIT $UNIT $COP $DOV

$1.0B

279 positions

#7Forum Private Client Group LLCActive

Notable overlap · 4 shared positions

$DHR $COP $HUM $KKR

$300M

80 positions

#8FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$DHR $COP $BRZE $KKR $UNIT $DOV

$133M

121 positions

#9Ballast Financial Advisors LLCActive

Notable overlap · 7 shared positions

$HUM $COP $DHR $KKR $BRZE $UNIT

$98M

68 positions

#10Schubert & CoActive

Notable overlap · 3 shared positions

$DHR $KKR $COP

$123M

69 positions

#11White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$COP $DHR $BRZE $HUM $KKR $UNIT

$721M

145 positions

#12Waldron Private Wealth LLCActive

Notable overlap · 4 shared positions

$DHR $KKR $UNIT $DOV

$2.6B

342 positions

#13Solutions 4 Wealth, LtdPassive

Notable overlap · 3 shared positions

$DHR $COP $UNIT

$66M

55 positions

#14BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $DHR $KKR

$689M

134 positions

#15Good Harbor Advisors, Inc.Passive

Notable overlap · 4 shared positions

$HUM $BRZE $COP $DHR

$92M

82 positions

#16Financial Designs CorpActive

Notable overlap · 3 shared positions

$DHR $SGOL $FBTC

$180M

40 positions

#17FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$HUM $COP $BRZE

$264M

25 positions

#18McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$HUM $COP $BRZE

$192M

27 positions

#19Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $KKR $DHR

$255M

70 positions

#20Mill Creek Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$DHR $BRZE $UNIT $KKR $HUM

$4.9B

260 positions

#21Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$DHR $KKR $HUM $DOV

$90M

65 positions

#22Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$HUM $COP $KKR $UNIT

$230M

21 positions

#23Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$HUM $COP $KKR $DOV $UNIT

$109M

1,311 positions

#24Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$HUM $COP $DHR $UNIT $FBTC

$480M

160 positions

#25McClarren Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$HUM $BRZE $KKR $UNIT

$169M

79 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.