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Hedge Funds Similar to Kaydan Wealth

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

Kaydan Wealth Management, Inc. is an institutional investor managing $328M across 115 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 Kaydan Wealth are New England Professional Planning Group, DB Fitzpatrick, Harfst & Associates, with shared positions in $RJF, $DE, $TXN, $CMI, $IAU, $SYK. The full ranking of 25 similar funds is below.

#1New England Professional Planning Group Inc.Smart money
Notable overlap · 5 shared positions
$RJF$DE$TXN$CMI$IAU
$268M
50 positions
#2DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$SYK$DE$FTNT$AMGN$CMI$LMT
$124M
100 positions
#3Harfst & Associates, Inc.Active
Some overlap · 3 shared positions
$RJF$TXN$CMI
$643M
124 positions
#4St. Johns Investment Management Company, LLCPassive
Some overlap · 6 shared positions
$MDY$SYK$DE$AMGN$FTNT$CMI
$264M
201 positions
#5Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$DE$AMGN$CSX$CMI$T$LMT
$239M
126 positions
#6Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$SYK$DE$AMGN$T
$1.0B
765 positions
#7FIRST MERCHANTS CORPActive
Some overlap · 5 shared positions
$SYK$FTNT$MDY$TXN$CMI
$2.8B
361 positions
#8Crescent Sterling, Ltd.Passive
Some overlap · 6 shared positions
$MDY$AMGN$CSX$TXN$CMI$LMT
$112M
85 positions
#9Harbour Trust & Investment Management CoActive
Some overlap · 3 shared positions
$SYK$DE$MDY
$1.0B
160 positions
#10Gouws Capital LLCActive
Some overlap · 4 shared positions
$SYK$DE$AMGN$TXN
$215M
55 positions
#11PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 5 shared positions
$MDY$DE$AMGN$CSX$IAU
$1.7B
240 positions
#12MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$SYK$DE$IAU$T
$130M
80 positions
#13LVM CAPITAL MANAGEMENT LTD/MIActive
Some overlap · 5 shared positions
$SYK$FTNT$AMGN$IAU$LMT
$1.2B
163 positions
#14Skylands Capital, LLCPassive
Some overlap · 3 shared positions
$GM$OSK$CSX
$814M
166 positions
#15Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$DE$AMGN$TXN$CMI$IAU
$710M
193 positions
#16Waldron Private Wealth LLCActive
Some overlap · 4 shared positions
$SYK$MDY$AMGN$IAU
$2.9B
350 positions
#17ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SYK$MDY$DTB$CMI
$248M
96 positions
#18Cohen Capital Management, Inc.Active
Some overlap · 3 shared positions
$SYK$DE$CSX
$735M
152 positions
#19Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$DE$SYK$AMGN$TXN
$1.1B
204 positions
#20Mathes Company, Inc.Passive
Some overlap · 4 shared positions
$DE$OSK$T$AMGN
$322M
129 positions
#21William Mack & Associates, Inc.Active
Some overlap · 6 shared positions
$SYK$F$AMGN$MDY$DTB$T
$284M
108 positions
#22Argyle Capital Management, LLCPassive
Some overlap · 4 shared positions
$DE$GM$AMGN$T
$347M
138 positions
#23North Forty Two & Co.Passive
Some overlap · 6 shared positions
$AMGN$CSX$SYK$TXN$CMI$IAU
$118M
104 positions
#24Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 4 shared positions
$OSK$MDY$AMGN$TXN
$246M
140 positions
#25Palmer Knight CoPassive
Some overlap · 3 shared positions
$RJF$FTNT$TXN
$260M
36 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.