Hedge Funds Similar to Kaizen Financial Strategies

13F Portfolio OverlapQ3 2026Kaizen Financial Strategies portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Kaizen Financial Strategies is an institutional investor managing $254M across 177 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Kaizen Financial Strategies are VMS Asset Limited, Markin Volterra Fund, Rakuten Securities, with shared positions in $SNDK, $WDC, $AGX, $ARM, $PLTR, $ETR. The full ranking of 25 similar funds is below.

#1VMS Asset Management LimitedActive

Some overlap · 4 shared positions

$SNDK $WDC $AGX $ARM

$264M

32 positions

#2Markin Volterra Fund LPActive

Some overlap · 4 shared positions

$SNDK $WDC $PLTR $ARM

$147M

69 positions

#3Rakuten Securities, Inc.Active

Some overlap · 4 shared positions

$SNDK $WDC $PLTR $ARM

$430M

914 positions

#4UNICOM Systems, Inc.Active

Some overlap · 4 shared positions

$SNDK $WDC $PLTR $ARM

$1.5B

39 positions

#5Clear Street Group Inc.Active

Some overlap · 4 shared positions

$SNDK $WDC $PLTR $ARM

$39.5B

1,414 positions

#6Gunderson Capital Management Inc.Active

Some overlap · 3 shared positions

$SNDK $AGX $ARM

$359M

54 positions

#7Fedenia Advisers LLCActive

Some overlap · 4 shared positions

$SNDK $WDC $PLTR $ARM

$425M

121 positions

#8Elite Wealth Management, Inc.Active

Some overlap · 4 shared positions

$AGX $WDC $PLTR $ETR

$337M

47 positions

#9GF FUND MANAGEMENT CO. LTD.Active

Some overlap · 4 shared positions

$SNDK $WDC $PLTR $ARM

$7.7B

616 positions

#10Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 3 shared positions

$SNDK $WDC $PLTR

$188M

427 positions

#11Compass Wealth Management, LLC/GAActive

Some overlap · 3 shared positions

$SNDK $WDC $PLTR

$251M

74 positions

#12Cache Advisors, LLCActive

Some overlap · 3 shared positions

$SNDK $WDC $PLTR

$1.6B

162 positions

#13TI-TRUST, INCPassive

Some overlap · 3 shared positions

$SNDK $WDC $NEE

$181M

134 positions

#14STEVENS CAPITAL MANAGEMENT LPPassive

Some overlap · 3 shared positions

$SNDK $WDC $NEE

$417M

213 positions

#15CHAPIN DAVIS, INC.Passive

Some overlap · 3 shared positions

$SNDK $WDC $NEE

$520M

258 positions

#16LifePlan Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$SNDK $WDC $NEE

$291M

131 positions

#17Laraway Financial Advisors IncPassive

Some overlap · 3 shared positions

$SNDK $WDC $NEE

$165M

140 positions

#18Park Capital Management, LLC / WIPassive

Some overlap · 3 shared positions

$SNDK $WDC $ARM

$197M

224 positions

#19SEEDS INVESTOR LLCPassive

Some overlap · 3 shared positions

$SNDK $WDC $ARM

$973M

379 positions

#20Camarda Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$SNDK $WDC $ARM

$331M

122 positions

#21Maytree Asset Management LtdActive

Some overlap · 3 shared positions

$SNDK $WDC $ARM

$154M

44 positions

#22Alpha Financial Advisors, LLCActive

Some overlap · 3 shared positions

$SNDK $WDC $ARM

$382M

114 positions

#23IMC-Chicago, LLCPassive

Some overlap · 4 shared positions

$SNDK $PLTR $WDC $ARM

$418.7B

6,591 positions

#24GROUP ONE TRADING, L.P.Passive

Some overlap · 4 shared positions

$SNDK $PLTR $WDC $ARM

$71.1B

7,824 positions

#25SUSQUEHANNA INTERNATIONAL GROUP, LLPPassive

Some overlap · 4 shared positions

$SNDK $PLTR $WDC $ARM

$1.3T

13,275 positions

Compare Kaizen Financial Strategies’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Kaizen Financial Strategies’s holdings

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.