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Hedge Funds Similar to KESTRA PRIVATE WEALTH SERVICES

13F Portfolio OverlapQ2 2026KESTRA PRIVATE WEALTH SERVICES portfolio →
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Most similar hedge funds by 13F overlap

KESTRA PRIVATE WEALTH SERVICES, LLC is an institutional investor managing $9.1B across 1,817 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 PRIVATE WEALTH SERVICES are WILLNER & HELLER, Trifecta Advisors, Owen LaRue, with shared positions in $CRWD, $PLTR, $MS, $AMGN, $NEE. The full ranking of 25 similar funds is below.

#1WILLNER & HELLER, LLCPassive
Slight overlap · 4 shared positions
$CRWD$PLTR$MS$AMGN
$160M
165 positions
#2Trifecta Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$CRWD$PLTR$MS$AMGN
$808M
315 positions
#3Owen LaRue, LLCPassive
Slight overlap · 4 shared positions
$CRWD$PLTR$MS$AMGN
$288M
141 positions
#4Palacios Wealth Management, LLCSmart money
Slight overlap · 4 shared positions
$CRWD$PLTR$MS$AMGN
$169M
76 positions
#5QUANTUM FINANCIAL PARTNERS LLCPassive
Slight overlap · 4 shared positions
$CRWD$PLTR$MS$NEE
$194M
152 positions
#6Aventura Private Wealth, LLCPassive
Slight overlap · 4 shared positions
$CRWD$PLTR$MS$NEE
$326M
986 positions
#7SevenBridge Financial Group, LLCPassive
Slight overlap · 4 shared positions
$CRWD$PLTR$MS$NEE
$674M
211 positions
#8Fairscale Capital, LLCActive
Slight overlap · 4 shared positions
$CRWD$PLTR$MS$NEE
$167M
441 positions
#9Vann Equity Management LLCPassive
Slight overlap · 4 shared positions
$CRWD$PLTR$MS$NEE
$168M
174 positions
#10MOSELEY INVESTMENT MANAGEMENT INC
Slight overlap · 4 shared positions
$CRWD$PLTR$AMGN$NEE
$314M
163 positions
#11Nicholas Wealth, LLC.Passive
Slight overlap · 4 shared positions
$CRWD$MS$AMGN$NEE
$192M
129 positions
#12AssuredPartners Investment Advisors, LLCPassive
Slight overlap · 4 shared positions
$CRWD$MS$AMGN$NEE
$1.0B
416 positions
#13Objective Capital Management, LLCActive
Slight overlap · 4 shared positions
$PLTR$MS$AMGN$NEE
$112M
99 positions
#14Kingsman Wealth Management, Inc.Active
Slight overlap · 4 shared positions
$CRWD$PLTR$MS$NEE
$224M
82 positions
#15Rydar Equities, Inc.Passive
Slight overlap · 3 shared positions
$CRWD$PLTR$MS
$194M
440 positions
#16Cunning Capital Partners, LPActive
Slight overlap · 3 shared positions
$CRWD$PLTR$MS
$248M
55 positions
#17RED REEF ADVISORS LLCPassive
Slight overlap · 3 shared positions
$CRWD$PLTR$MS
$108M
183 positions
#18Sterling Investment Advisors, Ltd.Passive
Slight overlap · 3 shared positions
$CRWD$PLTR$AMGN
$599M
225 positions
#19Processus Wealth & Capital Management, LLCActive
Slight overlap · 3 shared positions
$CRWD$PLTR$AMGN
$172M
36 positions
#20Harvest Portfolios Group Inc.Active
Slight overlap · 3 shared positions
$CRWD$PLTR$AMGN
$7.1B
267 positions
#21S.A. Mason LLCPassive
Slight overlap · 3 shared positions
$CRWD$PLTR$AMGN
$341M
284 positions
#22Blue Line Capital, LLC / ILPassive
Slight overlap · 3 shared positions
$CRWD$PLTR$AMGN
$120M
92 positions
#23PW Nova Financial Services LLCPassive
Slight overlap · 3 shared positions
$CRWD$PLTR$AMGN
$491M
205 positions
#24OSSIAMPassive
Slight overlap · 3 shared positions
$PLTR$CRWD$MS
$7.5B
680 positions
#25ABN AMRO Bank N.V.Active
Slight overlap · 3 shared positions
$PLTR$CRWD$MS
$7.7B
231 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.