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 KRM WEALTH L.L.C.

13F Portfolio OverlapQ1 2026KRM WEALTH L.L.C. portfolio →

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Most similar hedge funds by 13F overlap

KRM WEALTH MANAGEMENT L.L.C. is an institutional investor managing $192M across 43 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 KRM WEALTH L.L.C. are Schiavi &, Passive ,, ACCESS FINANCIAL SERVICES,, with shared positions in $SNOW, $DDOG, $UPST, $KKR, $SCHW, $MAR. The full ranking of 25 similar funds is below.

#1Schiavi & Co LLCSmart money

Substantial overlap · 4 shared positions

$SNOW $DDOG $UPST $KKR

$337M

50 positions

#2Passive Capital Management, LLC.Active

Substantial overlap · 5 shared positions

$SNOW $SCHW $DDOG $MAR $KKR

$335M

104 positions

#3ACCESS FINANCIAL SERVICES, INC.Active

Substantial overlap · 3 shared positions

$SNOW $DDOG $KKR

$282M

95 positions

#4Kropog Financial Group, LLCActive

Substantial overlap · 3 shared positions

$SNOW $KKR $MAR

$123M

33 positions

#5True Link Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $GE $MAR

$1.6B

418 positions

#6SOUTHERN MICHIGAN BANK & TRUSTActive

Substantial overlap · 3 shared positions

$SNOW $SCHW $DDOG

$261M

424 positions

#7Scott Capital Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $KKR $DDOG

$493M

58 positions

#8Compass Planning Associates IncSmart money

Substantial overlap · 3 shared positions

$SNOW $UPST $DDOG

$156M

30 positions

#9Sage Financial Management Group, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $KKR $UPST

$325M

57 positions

#10BRIGHTON SECURITIES CORP.Smart money

Substantial overlap · 3 shared positions

$SNOW $KKR $DDOG

$208M

47 positions

#11CHRISTINE MESSMER PCActive

Substantial overlap · 5 shared positions

$SNOW $DDOG $KKR $MAR $MDT

$156M

80 positions

#12Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $SCHW $UPST

$1.4B

58 positions

#13Prairiewood Capital, LLCActive

Notable overlap · 5 shared positions

$SNOW $SCHW $UPST $MAR $MDT

$346M

77 positions

#14Francis Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $KKR $GE

$539M

115 positions

#15CAMBRIDGE CAPITAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$SNOW $SCHW $KKR

$232M

44 positions

#16Armor Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $MAR

$278M

160 positions

#17Beacon Capital Management, Inc.Active

Notable overlap · 4 shared positions

$SNOW $SCHW $UPST $MAR

$1.8B

57 positions

#18Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $SCHW $UPST

$950M

192 positions

#19Courage Miller Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $GE

$354M

92 positions

#20Wealth Advisory Team LLC

Notable overlap · 3 shared positions

$SNOW $KKR $GE

$113M

39 positions

#21Windward Private Wealth Management Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $UPST $DDOG

$289M

44 positions

#22Hurlow Wealth Management Group, Inc.Active

Notable overlap · 5 shared positions

$SCHW $SNOW $DDOG $GE $KKR

$420M

120 positions

#23Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$SNOW $KKR $MAR

$222M

56 positions

#24Cannon Financial Strategists, Inc.Active

Notable overlap · 3 shared positions

$SNOW $DDOG $SCHW

$761M

109 positions

#25Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$SNOW $SCHW $DDOG

$313M

119 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.