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 KCM INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026KCM INVESTMENT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

KCM INVESTMENT ADVISORS LLC is an institutional investor managing $3.4B across 400 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 KCM INVESTMENT ADVISORS are LEDERER & ASSOCIATES INVESTMENT COUNSEL, Great Diamond Partners, HFR Wealth, with shared positions in $WM, $ADP, $NEE, $AMGN, $VRT, $MCD. The full ranking of 25 similar funds is below.

#1LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Some overlap · 7 shared positions

$WM $ADP $NEE $AMGN $VRT $MCD

$152M

84 positions

#2Great Diamond Partners, LLCPassive

Some overlap · 6 shared positions

$KLAC $WM $AMGN $ADP $NEE $GLW

$582M

238 positions

#3HFR Wealth Management, LLCActive

Some overlap · 6 shared positions

$WM $ADP $AMGN $NEE $DHR $APD

$410M

53 positions

#4First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$WM $AMGN $NEE $BX $MCD $DHR

$529M

75 positions

#5Fjell Capital, LLCPassive

Some overlap · 5 shared positions

$KLAC $WM $NEE $BX $DHR

$147M

66 positions

#6BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 5 shared positions

$KLAC $WM $NEE $BX $DHR

$1.5B

234 positions

#7JGP Wealth Management, LLCActive

Some overlap · 5 shared positions

$KLAC $ADP $AMGN $NEE $APD

$1.1B

231 positions

#8MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ADP $TT $NEE $AMGN $ECL

$857M

166 positions

#9Robeco Schweiz AGActive

Some overlap · 7 shared positions

$TT $VRT $CSL $ECL $WM $DHR

$6.2B

126 positions

#10CAPE COD FIVE CENTS SAVINGS BANKPassive

Some overlap · 6 shared positions

$AMGN $NEE $ADP $KLAC $ECL $MCD

$1.2B

203 positions

#11UNITED BANKActive

Some overlap · 6 shared positions

$WM $AMGN $KLAC $MCD $APD $GLW

$853M

130 positions

#12Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$KLAC $NEE $WM $ECL $MCD $GLW

$686M

532 positions

#13Michael Brady & Co., LLCActive

Some overlap · 5 shared positions

$TT $WM $ADP $MCD $DHR

$113M

58 positions

#14MIROVAActive

Some overlap · 5 shared positions

$KLAC $WM $VRT $ECL $DHR

$2.7B

185 positions

#15TRUST CO OF VIRGINIA /VAPassive

Some overlap · 6 shared positions

$WM $AMGN $ADP $BX $O $GLW

$1.3B

226 positions

#16GILPIN WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KLAC $AMGN $WM $VRT $WFC

$145M

1,064 positions

#17Aull & Monroe Investment Management CorpPassive

Some overlap · 5 shared positions

$ADP $AMGN $NEE $WM $GLW

$239M

126 positions

#18BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$KLAC $AMGN $NEE $MCD $O

$404M

99 positions

#19ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 5 shared positions

$KLAC $NEE $TT $BX $ECL

$409M

182 positions

#20OPUS INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$WM $AMGN $NEE $MCD $APD

$183M

31 positions

#21Mirova US LLCActive

Some overlap · 5 shared positions

$WM $NEE $VRT $ECL $DHR

$9.3B

45 positions

#22WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$KLAC $ADP $WM $AMGN $MCD

$390M

103 positions

#23Cohen Investment Advisors LLCPassive

Some overlap · 6 shared positions

$AMGN $NEE $BX $MCD $WFC $O

$223M

81 positions

#24Brentview Investment Management LLCActive

Some overlap · 4 shared positions

$TT $WM $NEE $O

$253M

63 positions

#25JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$WM $AMGN $BX $MCD $SCCO $GLW

$990M

224 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.