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Hedge Funds Similar to WALTER & KEENAN WEALTH /IN/ /ADV

13F Portfolio OverlapQ1 2026WALTER & KEENAN WEALTH /IN/ /ADV portfolio →
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Most similar hedge funds by 13F overlap

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV is an institutional investor managing $355M across 156 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 WALTER & KEENAN WEALTH /IN/ /ADV are HOWARD WEALTH ,, Breakwater Investment, Wilson & Boucher ,, with shared positions in $HUM, $DOV, $KKR, $PLTR, $SCHW, $AMGN. The full ranking of 25 similar funds is below.

#1HOWARD WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$HUM$DOV$KKR$PLTR$SCHW
$238M
142 positions
#2Breakwater Investment ManagementPassive
Some overlap · 5 shared positions
$HUM$DOV$KKR$SCHW$PLTR
$269M
506 positions
#3Wilson & Boucher Capital Management, LLCPassive
Some overlap · 6 shared positions
$HUM$DOV$AMGN$WFC$NEE$SCHW
$151M
114 positions
#4LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DOV$HUM$KKR$PLTR
$595M
360 positions
#5Junk Investment Group, LLCPassive
Some overlap · 6 shared positions
$HUM$DOV$KKR$AMGN$TXN$KO
$191M
88 positions
#6Colter Lewis Investment Partners LLCPassive
Some overlap · 5 shared positions
$HUM$DOV$AMGN$AXP$NEE
$106M
111 positions
#7Creekside PartnersPassive
Some overlap · 5 shared positions
$HUM$DOV$KKR$SCHW$WFC
$243M
183 positions
#8MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 6 shared positions
$HUM$AMGN$KKR$PLTR$NEE$DOV
$314M
163 positions
#9Western Pacific Wealth Management, LPActive
Some overlap · 5 shared positions
$HUM$KKR$PLTR$WFC$SCHW
$98M
197 positions
#10SBI Securities Co., Ltd.Passive
Some overlap · 5 shared positions
$DOV$KKR$PLTR$HUM$KO
$3.6B
4,018 positions
#11Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$DOV$KKR$HUM$KO$SCHW
$90M
65 positions
#12RIDGECREST WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$HUM$KKR$KO$AMGN$WFC
$181M
96 positions
#13HANOVER ADVISORS INCActive
Some overlap · 5 shared positions
$HUM$KKR$KO$SCHW$PLTR
$246M
118 positions
#14Wealth Architects, LLCPassive
Some overlap · 4 shared positions
$HUM$DOV$NEE$PLTR
$1.1B
244 positions
#15StrongBox Wealth, LLCPassive
Some overlap · 5 shared positions
$HUM$KKR$AMGN$NEE$PLTR
$313M
95 positions
#16Approach Retirement Advisors, LLCActive
Some overlap · 5 shared positions
$HUM$DOV$KO$KKR$NEE
$120M
79 positions
#17KDT Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$KKR$PLTR$NEE
$63M
69 positions
#18Selby Wealth Management, LLCActive
Some overlap · 4 shared positions
$HUM$KKR$DOV$WFC
$254M
81 positions
#19Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$HUM$DOV$AMGN$SCHW
$186M
163 positions
#20Drucker Wealth 3.0, LLCPassive
Some overlap · 5 shared positions
$HUM$KKR$NEE$KO$TXN
$573M
266 positions
#21New England Private Wealth Advisors LLCActive
Some overlap · 3 shared positions
$HUM$DOV$KKR
$866M
194 positions
#22CoreFirst Bank & TrustPassive
Some overlap · 4 shared positions
$HUM$KKR$AMGN$AXP
$189M
290 positions
#23STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$HUM$DOV$AMGN$NEE
$547M
180 positions
#24SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 4 shared positions
$HUM$DOV$KO$SCHW
$222M
135 positions
#25Reality Financial Planning Services, LLCSmart money
Some overlap · 4 shared positions
$HUM$KKR$TXN$SCHW
$104M
20 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.