13F Pro

Hedge Funds Similar to Kastel Advisors

13F Portfolio OverlapQ2 2026Kastel Advisors portfolio →
Institutional-grade research for retail investors

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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Kastel Advisors are Go Invest, Luminist, Ameliora Wealth Ltd., with shared positions in $SGOL, $IBIT, $FBTC, $DOV, $BWXT. The full ranking of 15 similar funds is below.

#1Go Invest LLCSmart money
Highly similar · 3 shared positions
$SGOL$IBIT$FBTC
$426M
129 positions
#2Luminist Capital LLCActive
Substantial overlap · 3 shared positions
$SGOL$DOV$IBIT
$89M
418 positions
#3Ameliora Wealth Management Ltd.Passive
Notable overlap · 3 shared positions
$SGOL$DOV$IBIT
$337M
229 positions
#4Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IBIT$SGOL$FBTC
$180M
73 positions
#5Compass Ion Advisors, LLCActive
Notable overlap · 3 shared positions
$FBTC$DOV$IBIT
$1.2B
297 positions
#6Heritage Investment Group, Inc.Active
Notable overlap · 3 shared positions
$DOV$IBIT$BWXT
$744M
135 positions
#7Shade Tree Advisors LLCSmart money
Notable overlap · 3 shared positions
$IBIT$FBTC$DOV
$172M
29 positions
#8MARIPAU WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IBIT$FBTC$DOV
$280M
177 positions
#9Objective Capital Management, LLCPassive
Some overlap · 3 shared positions
$IBIT$FBTC$DOV
$113M
103 positions
#10Estate Planners Group, LLCActive
Some overlap · 3 shared positions
$IBIT$DOV$FBTC
$221M
70 positions
#11Proficio Capital Partners LLCPassive
Some overlap · 3 shared positions
$DOV$IBIT$SGOL
$2.8B
691 positions
#12VISTA FINANCE, LLCActive
Some overlap · 3 shared positions
$FBTC$IBIT$DOV
$179M
69 positions
#13Betterment LLCActive
Slight overlap · 3 shared positions
$IBIT$DOV$FBTC
$59.1B
675 positions
#14Schonfeld Strategic Advisors LLCPassive
Slight overlap · 3 shared positions
$FBTC$IBIT$DOV
$27.9B
2,556 positions
#15Glassman Wealth ServicesActive
Slight overlap · 3 shared positions
$IBIT$DOV$FBTC
$835M
236 positions

Compare Kastel Advisors’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 Kastel Advisors’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.