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Hedge Funds Similar to Kestra Advisory Services

13F Portfolio OverlapQ2 2026Kestra Advisory Services portfolio →
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Most similar hedge funds by 13F overlap

Kestra Advisory Services, LLC is an institutional investor managing $31.0B across 3,259 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 Kestra Advisory Services are RE ADVISERS, Westhampton, BOWEN HANES, with shared positions in $PH, $ETN, $DE, $PHYS. The full ranking of 21 similar funds is below.

#1RE ADVISERS CORPActive
Some overlap · 3 shared positions
$PH$ETN$DE
$4.0B
124 positions
#2Westhampton Capital, LLCPassive
Some overlap · 3 shared positions
$PH$ETN$DE
$241M
131 positions
#3BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$PH$ETN$DE
$4.1B
151 positions
#4WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$PH$ETN$DE
$97M
110 positions
#5Miller Capital Partners, Inc.Active
Some overlap · 3 shared positions
$PH$ETN$DE
$257M
258 positions
#6SouthState Bank CorpPassive
Slight overlap · 3 shared positions
$PH$ETN$PHYS
$2.4B
1,313 positions
#7TRUSTMARK NATIONAL BANK TRUST DEPARTMENTActive
Slight overlap · 3 shared positions
$PH$ETN$DE
$1.7B
278 positions
#8Sage Investment Advisers LLCPassive
Slight overlap · 3 shared positions
$PH$ETN$DE
$149M
98 positions
#9RFG - Bristol Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$PH$ETN$DE
$414M
188 positions
#10Fruth Investment ManagementPassive
Slight overlap · 3 shared positions
$PH$ETN$DE
$421M
225 positions
#11CHILTON INVESTMENT CO INC.Active
Slight overlap · 3 shared positions
$PH$ETN$DE
$4.2B
299 positions
#12BTC Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$PH$ETN$DE
$1.6B
207 positions
#13Legacy Bridge, LLCPassive
Slight overlap · 3 shared positions
$PH$ETN$DE
$324M
322 positions
#14Evansbrook LLCActive
Slight overlap · 3 shared positions
$PH$ETN$DE
$168M
127 positions
#15Ponta Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$PH$ETN$DE
$187M
199 positions
#16Capital Planning Advisors, LLC
Slight overlap · 3 shared positions
$PH$ETN$DE
$692M
146 positions
#17Gleason Group, Inc.Active
Slight overlap · 3 shared positions
$PH$DE$ETN
$1.1B
449 positions
#18HM PAYSON & COActive
Slight overlap · 3 shared positions
$PH$ETN$DE
$7.5B
1,139 positions
#19Meredith Wealth PlanningActive
Slight overlap · 3 shared positions
$ETN$DE$PHYS
$424M
74 positions
#20TruNorth Capital Management, LLCSmart money
Slight overlap · 3 shared positions
$ETN$PH$PHYS
$623M
123 positions
#21Torren Management, LLCActive
Slight overlap · 3 shared positions
$ETN$PH$DE
$197M
948 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.