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Hedge Funds Similar to SK Wealth

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

SK Wealth Management, LLC is an institutional investor managing $444M across 80 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 SK Wealth are Jones Kertz & Associates, CDM FINANCIAL COUNSELING SERVICES, Taylor Financial Group, with shared positions in $CSX, $MAR, $MDY, $VRTX, $PEP, $NU. The full ranking of 25 similar funds is below.

#1Jones Kertz & Associates, Inc.Active
Some overlap · 4 shared positions
$CSX$MAR$MDY$VRTX
$217M
66 positions
#2CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 3 shared positions
$MAR$MDY$CSX
$119M
77 positions
#3Taylor Financial Group, Inc.Active
Some overlap · 4 shared positions
$MAR$MDY$CSX$PEP
$182M
103 positions
#4Highview Capital Management LLC/DE/Passive
Some overlap · 3 shared positions
$MDY$MAR$VRTX
$347M
118 positions
#5MONTAG A & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$MDY$MAR$PEP
$2.4B
956 positions
#6Ullmann Wealth Partners Group, LLCActive
Some overlap · 3 shared positions
$MAR$MDY$CSX
$1.1B
174 positions
#7Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$CSX$PEP
$122M
92 positions
#8WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$MDY$NU$MAR
$340M
145 positions
#9Cohen Capital Management, Inc.Active
Some overlap · 3 shared positions
$MAR$CSX$PEP
$717M
154 positions
#10Cottage Street Advisors LLCPassive
Some overlap · 3 shared positions
$MAR$CSX$PEP
$261M
148 positions
#11BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$MDY$ORLY$PEP
$371M
394 positions
#12A4 Wealth Advisors LLCActive
Slight overlap · 3 shared positions
$MAR$CSX$VRTX
$153M
76 positions
#13Silver Oak Advisory Group, Inc.Active
Slight overlap · 3 shared positions
$CSX$NU$MDY
$254M
86 positions
#14Cambridge Advisors Inc.Active
Slight overlap · 3 shared positions
$MDY$ORLY$PEP
$581M
182 positions
#15NEW VERNON INVESTMENT MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$MAR$NU$ORLY
$82M
37 positions
#16Livet Wealth, LLCActive
Slight overlap · 3 shared positions
$MDY$NU$MUFG
$180M
119 positions
#17Finivi Inc.Passive
Slight overlap · 3 shared positions
$MDY$NU$ORLY
$210M
112 positions
#18AIGEN INVESTMENT MANAGEMENT, LPPassive
Slight overlap · 3 shared positions
$CSX$MAR$VRTX
$366M
517 positions
#19iSAM Funds (UK) LtdPassive
Slight overlap · 3 shared positions
$CSX$MAR$VRTX
$142M
241 positions
#20DAVIDSON TRUST COPassive
Slight overlap · 3 shared positions
$MDY$CSX$PEP
$253M
183 positions
#21PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Slight overlap · 3 shared positions
$MDY$CSX$PEP
$1.7B
236 positions
#22TIAA TRUST, NATIONAL ASSOCIATIONActive
Slight overlap · 4 shared positions
$MDY$NU$PEP$MUFG
$1.7B
347 positions
#23Finley Financial, LLCActive
Slight overlap · 3 shared positions
$MDY$MUFG$NU
$248M
110 positions
#24Affiance Financial, LLCSmart money
Slight overlap · 3 shared positions
$MAR$NU$MUFG
$701M
111 positions
#25Partners Group Holding AGActive
Slight overlap · 3 shared positions
$CSX$NU$MAR
$1.5B
52 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.