Hedge Funds Similar to Korea Investment

13F Portfolio OverlapQ2 2026Korea Investment portfolio →

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Most similar hedge funds by 13F overlap

Korea Investment CORP is an institutional investor managing $52.7B across 677 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 Korea Investment are WELLINGTON GROUP LLP, REXFORD, Dynasty Wealth, with shared positions in $KLAC, $WFC, $AZN, $PM, $AXP. The full ranking of 25 similar funds is below.

#1WELLINGTON MANAGEMENT GROUP LLPPassive

Slight overlap · 4 shared positions

$KLAC $WFC $AZN $PM

$580.2B

1,921 positions

#2REXFORD CAPITAL INCPassive

Slight overlap · 4 shared positions

$KLAC $AZN $AXP $PM

$163M

301 positions

#3Dynasty Wealth Management, LLCActive

Slight overlap · 4 shared positions

$KLAC $AZN $PM $AXP

$13.5B

367 positions

#4Madson Wealth Advisors IncActive

Slight overlap · 3 shared positions

$WFC $KLAC $AZN

$147M

97 positions

#5Bank Julius Baer & Co. Ltd, ZurichActive

Slight overlap · 3 shared positions

$WFC $KLAC $AZN

$38.6B

661 positions

#6Frederick Financial Consultants, LLCActive

Slight overlap · 3 shared positions

$WFC $KLAC $AZN

$236M

121 positions

#7Kondo Wealth Advisors, Inc.Active

Slight overlap · 3 shared positions

$WFC $KLAC $AZN

$299M

75 positions

#8Union Heritage Capital, LLCPassive

Slight overlap · 3 shared positions

$WFC $KLAC $AXP

$295M

65 positions

#9Cunning Capital Partners, LPActive

Slight overlap · 3 shared positions

$WFC $KLAC $AXP

$248M

55 positions

#10NVWM, LLCPassive

Slight overlap · 3 shared positions

$WFC $KLAC $AXP

$496M

780 positions

#11Clarendon Private LLCPassive

Slight overlap · 3 shared positions

$WFC $KLAC $AXP

$156M

124 positions

#12Leisure Capital ManagementActive

Slight overlap · 3 shared positions

$WFC $KLAC $AXP

$320M

157 positions

#13BANK OF STOCKTONActive

Slight overlap · 3 shared positions

$WFC $KLAC $AXP

$356M

126 positions

#14ARGUS INVESTORS' COUNSEL, INC.Passive

Slight overlap · 3 shared positions

$WFC $KLAC $AXP

$130M

106 positions

#15Boltwood Capital ManagementPassive

Slight overlap · 3 shared positions

$WFC $KLAC $AXP

$436M

192 positions

#16TENET WEALTH PARTNERS, LLCActive

Slight overlap · 3 shared positions

$134M

101 positions

#17Hartford Funds Management Co LLCSmart money

Slight overlap · 3 shared positions

$1.3B

98 positions

#18MACQUARIE GROUP LTDActive

Slight overlap · 3 shared positions

$23.2B

929 positions

#1944 WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$302M

184 positions

#20GENESIS PRIVATE WEALTH, LLCPassive

Slight overlap · 3 shared positions

$356M

192 positions

#213Chopt Investment Partners, LLCPassive

Slight overlap · 3 shared positions

$532M

274 positions

#22GLOBALT Investments LLC / GAActive

Slight overlap · 3 shared positions

$3.0B

213 positions

#23Heritage Family Offices, LLPPassive

Slight overlap · 3 shared positions

$259M

233 positions

#24PCB Capital LLCPassive

Slight overlap · 3 shared positions

$82M

114 positions

#25Van Diest Capital, LLCPassive

Slight overlap · 3 shared positions

$112M

176 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.