13F Pro

Hedge Funds Similar to KCM INVESTMENT ADVISORS

13F Portfolio OverlapQ1 2026KCM INVESTMENT ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

KCM INVESTMENT ADVISORS LLC is an institutional investor managing $3.0B across 393 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to KCM INVESTMENT ADVISORS are MATTERN ,, JAMISON PRIVATE WEALTH ,, NS Partners Ltd, with shared positions in $TT, $WM, $NEE, $ADP, $MCD, $ECL. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$TT$WM$NEE$ADP$MCD$ECL
$835M
170 positions
#2JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$WM$AMGN$MCD$BAC$SCHW$AMAT
$822M
214 positions
#3NS Partners LtdActive
Some overlap · 6 shared positions
$MAR$NEE$MCD$BAC$WFC$AMAT
$2.2B
71 positions
#4SCHNIEDERS CAPITAL MANAGEMENT, LLC.Passive
Some overlap · 7 shared positions
$WM$AMGN$NEE$MAR$MCD$BAC
$629M
206 positions
#5UNITED BANKActive
Some overlap · 6 shared positions
$WM$AMGN$HSY$MCD$KLAC$SCHW
$781M
121 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$WM$NEE$AMGN$ADP$BAC
$215M
125 positions
#7HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$WM$NEE$AMGN$ADP$SCHW
$407M
49 positions
#8Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$MAR$NEE$AMGN$ADP
$170M
48 positions
#9BALDWIN WEALTH PARTNERS LLC/MAActive
Some overlap · 5 shared positions
$WM$NEE$MAR$KLAC$SCHW
$1.4B
222 positions
#10Asset Advisors Investment Management, LLCActive
Some overlap · 5 shared positions
$MAR$AMGN$WM$NEE$SCHW
$1.0B
106 positions
#11HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$WM$NEE$ADP$MCD$SCHW
$280M
107 positions
#12Dorato Capital ManagementPassive
Some overlap · 6 shared positions
$MAR$AMGN$MCD$KLAC$BAC$AMAT
$135M
254 positions
#13Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$NEE$WM$MCD$KLAC$BAC$ECL
$568M
460 positions
#14LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$TT$AMGN$ADP$MCD$BAC
$260M
101 positions
#15Atlas Wealth LLCPassive
Some overlap · 5 shared positions
$WM$NEE$AMGN$MCD$BAC
$334M
115 positions
#16BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 6 shared positions
$WM$HSY$MCD$BAC$SCHW$WFC
$2.3B
264 positions
#17PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$MAR$WM$KLAC$BAC$AMAT
$34.1B
135 positions
#18Hartford Financial Management Inc.Passive
Some overlap · 5 shared positions
$MAR$ADP$KLAC$BAC$AMAT
$392M
344 positions
#19Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$WM$AMGN$ADP$MCD$BAC
$245M
98 positions
#20Providence Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$WM$NEE$AMGN$SCHW$WFC
$157M
80 positions
#21tru Independence LLCPassive
Some overlap · 6 shared positions
$MAR$MCD$BAC$WFC$HSY$TT
$202M
102 positions
#22Triangle Securities Wealth ManagementPassive
Some overlap · 5 shared positions
$MAR$NEE$AMGN$BAC$WFC
$441M
206 positions
#23Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$MAR$AMGN$MCD$CSL$SCHW
$624M
41 positions
#24Fingerlakes Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MAR$NEE$MCD$SCHW$AMAT
$151M
97 positions
#25Gibraltar Capital Management, Inc.Active
Some overlap · 5 shared positions
$MAR$HSY$KLAC$BAC$WFC
$581M
125 positions

Compare KCM INVESTMENT ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View KCM INVESTMENT ADVISORS’s holdings

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.