13F Pro

Hedge Funds Similar to KDK Private Wealth

13F Portfolio OverlapQ2 2026KDK Private Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

KDK Private Wealth Management, LLC is an institutional investor managing $121M 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 KDK Private Wealth are BEAM WEALTH ADVISORS, Uptown Financial Advisors, BITTERROOT ADVISORS, with shared positions in $FBTC, $FETH, $STT, $EPD, $KMI, $SPCX. The full ranking of 25 similar funds is below.

#1BEAM WEALTH ADVISORS, INC.Active
Notable overlap · 5 shared positions
$FBTC$FETH$STT$EPD$KMI
$453M
117 positions
#2Uptown Financial Advisors LLCActive
Some overlap · 3 shared positions
$EPD$KMI$SPCX
$152M
88 positions
#3BITTERROOT CAPITAL ADVISORS LLCSmart money
Some overlap · 3 shared positions
$EPD$FBTC$SOC
$166M
53 positions
#4PIN OAK INVESTMENT ADVISORS INCPassive
Some overlap · 4 shared positions
$EPD$HAL$KRP$KMI
$138M
479 positions
#510Elms LLPPassive
Some overlap · 3 shared positions
$EPD$STT$KMI
$236M
526 positions
#6Avion WealthActive
Some overlap · 4 shared positions
$EPD$HAL$KMI$SPCX
$537M
1,750 positions
#7MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$EPD$STT$KMI
$3.8B
152 positions
#8Rothschild Capital Partners, LLCActive
Some overlap · 3 shared positions
$EPD$STT$HAL
$467M
90 positions
#9Chicago Partners Investment Group LLCPassive
Some overlap · 3 shared positions
$EPD$KMI$STT
$5.0B
1,588 positions
#10Blackstone Inc.Active
Some overlap · 3 shared positions
$EPD$SPCX$KMI
$32.9B
518 positions
#11Harvest Investment Advisors, LLCActive
Some overlap · 3 shared positions
$HAL$STT$KMI
$202M
58 positions
#12SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$STT$EPD$KMI
$166M
122 positions
#13Cordoba Advisory Partners LLCActive
Slight overlap · 3 shared positions
$STT$SPCX$KMI
$472M
144 positions
#14Catalyst Capital Advisors LLCActive
Slight overlap · 3 shared positions
$EPD$KMI$STT
$6.0B
369 positions
#15Abound Wealth ManagementActive
Slight overlap · 3 shared positions
$FBTC$SPCX$STT
$504M
1,359 positions
#16PSI Advisors, LLCActive
Slight overlap · 3 shared positions
$STT$SPCX$EPD
$430M
151 positions
#17Spahn Wealth & Retirement LLCActive
Slight overlap · 3 shared positions
$STT$SPCX$BKNG
$155M
38 positions
#18Weinberger Asset Management, IncActive
Slight overlap · 3 shared positions
$STT$EPD$KMI
$312M
101 positions
#19Per Stirling Capital Management, LLC.Passive
Slight overlap · 3 shared positions
$STT$KMI$EPD
$1.1B
334 positions
#20Schonfeld Strategic Advisors LLCPassive
Slight overlap · 3 shared positions
$SPCX$FBTC$BKNG
$27.9B
2,556 positions
#21RPg Family Wealth Advisory, LLCPassive
Slight overlap · 3 shared positions
$STT$SPCX$EPD
$612M
141 positions
#22Almanack Investment Partners, LLC.Active
Slight overlap · 3 shared positions
$EPD$SPCX$KMI
$785M
321 positions
#23BROOKFIELD Corp /ON/Smart money
Slight overlap · 3 shared positions
$SPCX$EPD$KMI
$77.0B
139 positions
#24Betterment LLCActive
Slight overlap · 3 shared positions
$SPCX$STT$FBTC
$59.1B
675 positions
#25Turim 21 Investimentos Ltda.Smart money
Slight overlap · 3 shared positions
$HAL$SPCX$FBTC
$613M
121 positions

Compare KDK Private 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 KDK Private 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.