How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to KINGSWOOD WEALTH ADVISORS

13F Portfolio OverlapQ3 2026KINGSWOOD WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

KINGSWOOD WEALTH ADVISORS, LLC is an institutional investor managing $2.6B across 1,024 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 KINGSWOOD WEALTH ADVISORS are Prosperity Financial Group, Blue Line , / IL, Transamerica Financial Advisors, with shared positions in $SNDK, $GBTC, $PLTR, $ETN, $MTZ, $STT. The full ranking of 25 similar funds is below.

#1Prosperity Financial Group, Inc.Passive

Some overlap · 4 shared positions

$SNDK $GBTC $PLTR $ETN

$323M

184 positions

#2Blue Line Capital, LLC / ILPassive

Some overlap · 4 shared positions

$SNDK $PLTR $ETN $MTZ

$120M

92 positions

#3Transamerica Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$SNDK $ETN $STT $PH

$1.2B

2,188 positions

#4Compass Wealth Management, LLC/GAActive

Some overlap · 4 shared positions

$SNDK $PLTR $STT $SO

$251M

74 positions

#5Laraway Financial Advisors IncPassive

Slight overlap · 4 shared positions

$SNDK $NEE $STT $PH

$165M

140 positions

#6EagleClaw Capital Managment, LLCPassive

Slight overlap · 4 shared positions

$GBTC $ETN $TPL $PH

$745M

145 positions

#7Foundation Wealth Management, LLCSmart money

Slight overlap · 3 shared positions

$SNDK $GBTC $PLTR

$186M

62 positions

#8OLD POINT TRUST & FINANCIAL SERVICES N APassive

Slight overlap · 4 shared positions

$PLTR $ETN $NEE $SO

$329M

323 positions

#9WORLD EQUITY GROUP, INC.Passive

Slight overlap · 4 shared positions

$PLTR $SNDK $TPL $ETN

$242M

256 positions

#10Moors & Cabot, Inc.Passive

Slight overlap · 4 shared positions

$ETN $NEE $TPL $GBTC

$2.6B

961 positions

#11Westwind CapitalPassive

Slight overlap · 4 shared positions

$PLTR $NEE $TPL $SNDK

$426M

87 positions

#12Rithm Capital Corp.Active

Slight overlap · 4 shared positions

$ETN $MTZ $NEE $SO

$81M

38 positions

#13SLT Holdings LLCPassive

Slight overlap · 3 shared positions

$SNDK $GBTC $PLTR

$171M

155 positions

#14Ponta Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$PLTR $ETN $SNDK $PH

$187M

199 positions

#15Independent Solutions Wealth Management, LLCActive

Slight overlap · 3 shared positions

$LAMR $PLTR $ETN

$766M

194 positions

#16Riggs Asset Managment Co. Inc.Passive

Slight overlap · 3 shared positions

$SNDK $PLTR $ETN

$560M

132 positions

#17Global Trust Asset Management, LLCPassive

Slight overlap · 3 shared positions

$SNDK $PLTR $NEE

$321M

508 positions

#18BTC Capital Management, Inc.Passive

Slight overlap · 4 shared positions

$ETN $NEE $STT $PH

$1.6B

207 positions

#19Pacific Point Advisors, LLCPassive

Slight overlap · 3 shared positions

$SNDK $ETN $NEE

$219M

129 positions

#20StrongBox Wealth, LLCPassive

Slight overlap · 4 shared positions

$ETN $NEE $STT $PLTR

$351M

267 positions

#21First National Advisers, LLCPassive

Slight overlap · 4 shared positions

$MTZ $NEE $ETN $SO

$712M

251 positions

#22FARMERS TRUST CO

Slight overlap · 4 shared positions

$PLTR $NEE $STT $SO

$637M

203 positions

#23PRIMORIS WEALTH ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$PLTR $NEE $STT $SO

$219M

125 positions

#24PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$PLTR $TPL $STT $PH

$3.2B

77 positions

#25Farmers & Merchants Trust Co of Chambersburg PAPassive

Slight overlap · 4 shared positions

$ETN $NEE $STT $SO

$402M

440 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.