Hedge Funds Similar to Kaufman Rossin Wealth

13F Portfolio OverlapQ3 2026Kaufman Rossin Wealth portfolio →

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Most similar hedge funds by 13F overlap

Kaufman Rossin Wealth, LLC is an institutional investor managing $247M across 180 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 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

$116M

86 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

$389M

77 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 LLCActive

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, LLCActive

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

$480M

255 positions

#14VMS Asset Management LimitedActive

Some overlap · 5 shared positions

$VRT $FIX $WDC $DELL $GLW

$264M

32 positions

#15Aubrey Capital Management LtdPassive

Some overlap · 3 shared positions

$FIX $VRT $ANET

$115M

38 positions

#16PRAKASH INVESTMENT ADVISORS LLCActive

Some overlap · 4 shared positions

$FIX $VRT $WDC $GLW

$165M

86 positions

#17Essential Partners LLCPassive

Some overlap · 12 shared positions

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

$219M

2,852 positions

#18Geneva Partners, LLCPassive

Some overlap · 4 shared positions

$FIX $VRT $DELL $GLW

$334M

81 positions

#19STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive

Some overlap · 6 shared positions

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

$105M

83 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.