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Hedge Funds Similar to Kassira Wealth

13F Portfolio OverlapQ2 2026Kassira Wealth portfolio →
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Most similar hedge funds by 13F overlap

Kassira Wealth Management LLC is an institutional investor managing $125M across 64 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Kassira Wealth are SUSQUEHANNA ADVISORS GROUP, Themes, John Boyer, with shared positions in $PFE, $BA, $SMCI, $BMY, $CEG, $GD. The full ranking of 25 similar funds is below.

#1SUSQUEHANNA ADVISORS GROUP, INC.Active
Notable overlap · 4 shared positions
$PFE$BA$SMCI$BMY
$5.7B
133 positions
#2Themes Management Co LLCPassive
Notable overlap · 6 shared positions
$BA$CEG$GD$HON$HONA$DUK
$151M
120 positions
#3John Boyer, Inc.Smart money
Notable overlap · 3 shared positions
$D$PFE$DUK
$115M
39 positions
#4Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$PFE$BA$AMGN
$214M
72 positions
#5MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$PFE$BA$BMY
$112M
100 positions
#6Lionhunter Capital Management, LLCPassive
Some overlap · 4 shared positions
$BA$CEG$HON$HONA
$222M
109 positions
#7Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$PFE$BA$BMY
$138M
54 positions
#8Canal Insurance COActive
Some overlap · 5 shared positions
$PFE$D$GD$DUK$BMY
$456M
76 positions
#9MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$BA$CEG$DUK
$587M
99 positions
#10SWS PartnersPassive
Some overlap · 5 shared positions
$CIEN$NET$GD$DUK$ETN
$463M
108 positions
#11EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$PFE$GD$DUK$BMY$AMGN
$1.3B
58 positions
#12FULCRUM WEALTH ADVISORS, LLCPassive
Some overlap · 6 shared positions
$PFE$HON$HONA$BA$FAST$CMI
$131M
81 positions
#13Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$BA$PFE$TEL$HONA
$1.1B
34 positions
#14CLARIS ADVISORS, LLC / MO /Active
Some overlap · 3 shared positions
$BA$PFE$GD
$383M
74 positions
#15TORRAY LLCActive
Some overlap · 3 shared positions
$PFE$CEG$AMGN
$741M
91 positions
#16Old North State Wealth Management, LLCPassive
Some overlap · 4 shared positions
$BA$PFE$DUK$GD
$234M
112 positions
#17Southpoint Capital Advisors LPActive
Some overlap · 3 shared positions
$BA$CEG$PRIM
$4.4B
33 positions
#18CLOUGH CAPITAL PARTNERS L PPassive
Some overlap · 4 shared positions
$BA$GD$ETN$CLS
$1.2B
102 positions
#19ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$PFE$D$DUK$BMY$CMI$KR
$665M
122 positions
#20SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$PFE$BA$TEL
$3.2B
40 positions
#21STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 5 shared positions
$CEG$GD$DUK$CIEN$ETN
$670M
265 positions
#22RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$NET$SMCI$BA$POWL
$973M
93 positions
#23VALUEWORKS LLCActive
Some overlap · 4 shared positions
$BA$HON$HONA$AMGN
$479M
38 positions
#24Carson Advisory Inc.Passive
Some overlap · 4 shared positions
$D$DUK$ETN$BA
$218M
204 positions
#25Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$D$NET$GD$DUK$AMGN
$703M
160 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.