Hedge Funds Similar to Kaufman Rossin Wealth

13F Portfolio OverlapQ2 2026Kaufman Rossin Wealth portfolio →

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Most similar hedge funds by 13F overlap

Kaufman Rossin Wealth, LLC is an institutional investor managing $211M across 112 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 Kaufman Rossin Wealth are POINCIANA ADVISORS GROUP, Retireful, Dorsey Wright & Associates, with shared positions in $FIX, $ANET, $ILMN, $VRT, $DELL, $TPR. The full ranking of 25 similar funds is below.

#1POINCIANA ADVISORS GROUP, LLCActive

Notable overlap · 10 shared positions

$FIX $ANET $ILMN $VRT $DELL $TPR

$135M

113 positions

#2Retireful, LLCPassive

Notable overlap · 7 shared positions

$FIX $VRT $ANET $WDC $DELL $GLW

$107M

81 positions

#3Dorsey Wright & AssociatesPassive

Notable overlap · 7 shared positions

$FIX $APH $WDC $GM $EIX $TPR

$590M

131 positions

#4PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$VRT $FIX $WDC $JCI $DELL $GLW

$462M

86 positions

#5Wakefield Asset Management LLLPPassive

Notable overlap · 7 shared positions

$APH $VRT $WDC $TPR $FIX $EXPE

$444M

225 positions

#6Markin Volterra Fund LPActive

Notable overlap · 7 shared positions

$VRT $WDC $DELL $APH $GLW $ANET

$147M

69 positions

#7Benchmark Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$FIX $VRT $APH $ANET

$228M

70 positions

#8Horizon Investment Services, LLCPassive

Notable overlap · 5 shared positions

$FIX $APH $DELL $FTI $EXPE

$360M

143 positions

#9Patient Capital Management, LLCActive

Notable overlap · 5 shared positions

$ADBE $ILMN $GM $EXPE $DAL

$3.1B

40 positions

#10Bosman Wealth Management, LLCPassive

Some overlap · 6 shared positions

$FIX $ANET $WDC $FTI $JCI $VRT

$161M

56 positions

#11C M BIDWELL & ASSOCIATES LTDPassive

Some overlap · 8 shared positions

$VRT $WDC $GLW $APH $ANET $FIX

$245M

494 positions

#12Element Squared LLCActive

Some overlap · 5 shared positions

$INCY $APH $ANET $EXPE $VRT

$201M

49 positions

#13Monument Capital ManagementPassive

Some overlap · 4 shared positions

$FIX $APH $DELL $TPR

$497M

262 positions

#14VMS Asset Management LimitedPassive

Some overlap · 5 shared positions

$VRT $FIX $WDC $DELL $GLW

$315M

33 positions

#15Aubrey Capital Management LtdPassive

Some overlap · 3 shared positions

$FIX $VRT $ANET

$160M

39 positions

#16PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$FIX $VRT $WDC $GLW

$174M

92 positions

#17Essential Partners LLCPassive

Some overlap · 12 shared positions

$FIX $JBHT $WDC $EIX $FDX $FTI

$217M

2,853 positions

#18Geneva Partners, LLCPassive

Some overlap · 4 shared positions

$FIX $VRT $DELL $GLW

$375M

75 positions

#19STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive

Some overlap · 6 shared positions

$ANET $DELL $WDC $GM $EXPE $FTI

$125M

93 positions

#20VestGen Investment ManagementPassive

Some overlap · 6 shared positions

$APH $FIX $WDC $EIX $FTI $TPR

$189M

218 positions

#21Quartz Partners, LLCPassive

Some overlap · 4 shared positions

$ADBE $APH $VRT $DELL

$305M

191 positions

#22MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 6 shared positions

$VRT $FIX $WDC $GLW $APH $TOL

$657M

117 positions

#23SCALAR GAUGE MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$182M

27 positions

#24Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$513M

70 positions

#25Bellars Harris Wealth Management, LLCPassive

Some overlap · 5 shared positions

$FIX $JCI $ANET $DINO $FTI

$491M

96 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.