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Hedge Funds Similar to Kellett Wealth Advisors

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

Kellett Wealth Advisors, LLC is an institutional investor managing $215M across 97 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 Kellett Wealth Advisors are CGN Advisors, ProVise Group, Argyle, with shared positions in $MCK, $DUK, $ENB, $CEF, $PEP, $ADI. The full ranking of 25 similar funds is below.

#1CGN Advisors LLCPassive
Some overlap · 4 shared positions
$MCK$DUK$ENB$CEF
$1.4B
322 positions
#2ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$MCK$DUK$ENB$PEP$ADI
$1.5B
282 positions
#3Argyle Capital Management, LLCPassive
Slight overlap · 3 shared positions
$MCK$DUK$ENB
$347M
138 positions
#4GWN SECURITIES INC.Passive
Slight overlap · 4 shared positions
$DUK$MCK$CEF$WM
$598M
486 positions
#5CINCINNATI INSURANCE COActive
Slight overlap · 5 shared positions
$DUK$ENB$USB$PEP$ADI
$6.9B
64 positions
#6PAYDEN & RYGELPassive
Slight overlap · 3 shared positions
$MCK$DUK$ADI
$1.3B
131 positions
#7Greystone Financial Group, LLCPassive
Slight overlap · 3 shared positions
$MCK$DUK$WM
$358M
74 positions
#8LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Slight overlap · 3 shared positions
$MCK$DUK$WM
$213M
124 positions
#9Vertrix Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$MCK$DUK$WM
$297M
103 positions
#10InTrack Investment Management IncPassive
Slight overlap · 3 shared positions
$MCK$DUK$WM
$202M
110 positions
#11LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$MCK$DUK$WM
$1.0B
154 positions
#12Hardin Capital Partners, LLCActive
Slight overlap · 5 shared positions
$DUK$CEF$ENB$PEP$WM
$215M
141 positions
#13Peoples Bank/KSPassive
Slight overlap · 4 shared positions
$MCK$ENB$PEP$ADI
$103M
98 positions
#14HOME FEDERAL BANK OF TENNESSEESmart money
Slight overlap · 5 shared positions
$DUK$ENB$PEP$ADI$WM
$463M
114 positions
#15BEACON FINANCIAL GROUPPassive
Slight overlap · 4 shared positions
$DUK$MCK$ADI$WM
$1.1B
377 positions
#16ARQ WEALTH ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$MCK$USB$PEP$WM
$807M
209 positions
#17CHEMUNG CANAL TRUST COActive
Slight overlap · 5 shared positions
$DUK$USB$PEP$ADI$WM
$541M
111 positions
#18First Bank & TrustPassive
Slight overlap · 4 shared positions
$DUK$ENB$USB$PEP
$680M
270 positions
#19ATLANTIC FAMILY WEALTH, LLCSmart money
Slight overlap · 4 shared positions
$DUK$ENB$USB$PEP
$156M
64 positions
#20Wilson & Boucher Capital Management, LLCPassive
Slight overlap · 3 shared positions
$DUK$MCK$PEP
$170M
121 positions
#21CINCINNATI CASUALTY COSmart money
Slight overlap · 4 shared positions
$DUK$ENB$USB$ADI
$188M
24 positions
#22Raleigh Capital Management Inc.Passive
Slight overlap · 4 shared positions
$DUK$ENB$USB$PEP
$313M
610 positions
#23DIVIDEND ASSETS CAPITAL, LLCPassive
Slight overlap · 3 shared positions
$MCK$ENB$CTAS
$517M
137 positions
#24Pathway Financial Advisers, LLCPassive
Slight overlap · 4 shared positions
$DUK$ENB$PEP$WM
$397M
167 positions
#25Townsend & Associates, IncActive
Slight overlap · 3 shared positions
$MCK$DUK$WM
$1.2B
115 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.