13F Pro

Hedge Funds Similar to Kaydan Wealth

13F Portfolio OverlapQ3 2026Kaydan Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Kaydan Wealth Management, Inc. is an institutional investor managing $291M across 116 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 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
$121M
100 positions
#3Harfst & Associates, Inc.Active
Some overlap · 3 shared positions
$RJF$TXN$CMI
$667M
122 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
$231M
125 positions
#6Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 4 shared positions
$SYK$DE$AMGN$T
$1.0B
765 positions
#7FIRST MERCHANTS CORPPassive
Some overlap · 5 shared positions
$SYK$FTNT$MDY$TXN$CMI
$3.0B
361 positions
#8Crescent Sterling, Ltd.Passive
Some overlap · 6 shared positions
$MDY$AMGN$CSX$TXN$CMI$LMT
$122M
92 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
$212M
53 positions
#11PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 5 shared positions
$MDY$DE$AMGN$CSX$IAU
$1.7B
236 positions
#12MAIMON WEALTH MANAGEMENT LTD.Active
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
158 positions
#14Skylands Capital, LLCPassive
Some overlap · 3 shared positions
$GM$OSK$CSX
$762M
164 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
$717M
154 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
$121M
106 positions
#24Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 4 shared positions
$OSK$MDY$AMGN$TXN
$246M
143 positions
#25Palmer Knight CoPassive
Some overlap · 3 shared positions
$RJF$FTNT$TXN
$260M
36 positions

Compare Kaydan Wealth’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 Kaydan Wealth’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.