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Hedge Funds Similar to KWB Wealth

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

KWB Wealth is an institutional investor managing $1.2B across 169 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 KWB Wealth are Cedar Point Partners, Compass Wealth, WFA of San Diego, with shared positions in $GLDM, $STT, $BA, $WFC, $PEP, $LPLA. The full ranking of 25 similar funds is below.

#1Cedar Point Capital Partners, LLCActive
Some overlap · 4 shared positions
$GLDM$STT$BA$WFC
$174M
77 positions
#2Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$GLDM$STT$BA$PEP
$251M
74 positions
#3WFA of San Diego, LLCPassive
Some overlap · 4 shared positions
$GLDM$STT$BA$WFC
$122M
94 positions
#4Sterling Group Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$LPLA$EIX$STT$WFC$PEP
$244M
62 positions
#5Cassaday & Co Wealth Management LLCSmart money
Some overlap · 3 shared positions
$GLDM$STT$PEP
$5.3B
1,313 positions
#6Chatterton & Associates Inc.Passive
Some overlap · 3 shared positions
$GLDM$BA$DAL
$170M
101 positions
#7Bangor Savings BankActive
Some overlap · 3 shared positions
$GLDM$BA$PEP
$1.4B
543 positions
#8RM Financial Services, LLCPassive
Some overlap · 3 shared positions
$GLDM$BA$PEP
$135M
79 positions
#9Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$GLDM$WFC$WM
$412M
181 positions
#10Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$WM$PEP
$211M
77 positions
#11GOULD ASSET MANAGEMENT LLC /CA/Smart money
Some overlap · 3 shared positions
$GLDM$PEP$PAA
$635M
176 positions
#12WealthPoint Financial, LLCPassive
Some overlap · 3 shared positions
$LPLA$GLDM$WFC
$137M
126 positions
#13Wealth Advisory Solutions, LLCPassive
Some overlap · 3 shared positions
$GLDM$AXP$PEP
$487M
150 positions
#14Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$AXP$LPLA$PEP
$274M
58 positions
#15ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AXP$LPLA$WM$PEP
$807M
209 positions
#16Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$GLDM$STT$BA$WFC
$258M
228 positions
#17Heritage Family Offices, LLPPassive
Some overlap · 4 shared positions
$GLDM$STT$BA$WFC
$259M
233 positions
#18DCM Advisors, LLCActive
Some overlap · 4 shared positions
$AXP$BA$WFC$PEP
$253M
38 positions
#19Prana Capital Management, LPActive
Some overlap · 3 shared positions
$LPLA$STT$WFC
$3.3B
122 positions
#20Detalus Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$WM$PEP
$513M
191 positions
#21NBZ Investment Advisors LLCActive
Some overlap · 3 shared positions
$AXP$BA$WFC
$256M
86 positions
#22Clayton Financial Group LLCActive
Some overlap · 3 shared positions
$AXP$BA$PEP
$181M
65 positions
#23VESTOR CAPITAL, LLCActive
Some overlap · 3 shared positions
$AXP$WFC$WM
$486M
276 positions
#24Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$AXP$WFC$PEP
$181M
81 positions
#25Pavion Blue Capital, LLCPassive
Some overlap · 3 shared positions
$AXP$WFC$PEP
$248M
111 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.