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 Koshinski Asset ,

13F Portfolio OverlapQ1 2026Koshinski Asset , portfolio →

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Most similar hedge funds by 13F overlap

Koshinski Asset Management, Inc. is an institutional investor managing $1.6B across 727 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 Koshinski Asset , are PERRYMAN FINANCIAL ADVISORY /AD, Onyx Bridge Wealth Group, Avantax Planning Partners,, with shared positions in $DE, $WT, $HUM, $COP, $AGQ, $CRM. The full ranking of 25 similar funds is below.

#1PERRYMAN FINANCIAL ADVISORY INC /ADActive

Some overlap · 4 shared positions

$DE $WT $HUM $COP

$667M

175 positions

#2Onyx Bridge Wealth Group LLCPassive

Some overlap · 5 shared positions

$WT $AGQ $HUM $CRM $TXN

$930M

373 positions

#3Avantax Planning Partners, Inc.Active

Some overlap · 6 shared positions

$HUM $WT $DE $TXN $VZ $COP

$3.6B

435 positions

#4Kraft, Davis & Associates, LLCPassive

Some overlap · 4 shared positions

$WT $AGQ $HUM $COP

$469M

151 positions

#5MWA Asset ManagementPassive

Some overlap · 4 shared positions

$WT $AGQ $DE $TRV

$182M

154 positions

#6Tempus Wealth Planning, LLCPassive

Some overlap · 5 shared positions

$HUM $WT $AGQ $AMAT $CRM

$435M

270 positions

#7Hickory Point Bank & TrustPassive

Some overlap · 5 shared positions

$ADM $WT $AGQ $VZ $DE

$152M

456 positions

#8Anson Capital, Inc.Passive

Some overlap · 4 shared positions

$WT $AGQ $HUM $COP

$146M

90 positions

#9MOKAN Wealth Management Inc.Passive

Some overlap · 4 shared positions

$DE $HUM $COP $AMAT

$226M

109 positions

#10Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$HUM $COP $TRV $CRM $VZ

$110M

226 positions

#11Stratos Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $AGQ $HUM $CRM

$1.6B

609 positions

#12SMITH, MOORE & CO.Passive

Some overlap · 4 shared positions

$WT $AGQ $HUM $CRM

$1.4B

558 positions

#13Aprio Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $AGQ $HUM $CRM

$1.8B

613 positions

#14Concord Asset Management, LLC/VAActive

Some overlap · 4 shared positions

$WT $AGQ $COP $AMAT

$592M

117 positions

#15Carmel Capital Partners, LLCPassive

Some overlap · 4 shared positions

$WT $AGQ $TRV $AMAT

$277M

118 positions

#16STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Some overlap · 3 shared positions

$ADM $DE $TXN

$126.9B

113 positions

#17Meridian Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $COP $AGQ

$183M

141 positions

#18AXS Investments LLCActive

Some overlap · 4 shared positions

$WT $AGQ $COP $CRM

$248M

189 positions

#19Unison Advisors LLCActive

Some overlap · 5 shared positions

$WT $COP $TRV $ADM $VZ

$1.3B

175 positions

#20guardian investment managementActive

Some overlap · 4 shared positions

$ADM $DE $AMAT $TXN

$127M

60 positions

#21BCV Asset Management Inc.Active

Some overlap · 4 shared positions

$DE $HUM $AMAT $TXN

$2.9B

120 positions

#22Friday FinancialActive

Some overlap · 4 shared positions

$DE $WT $HUM $TXN

$290M

93 positions

#23CRUX WEALTH ADVISORSPassive

Some overlap · 4 shared positions

$WT $HUM $COP $AMAT

$261M

181 positions

#24Farrell Financial LLCPassive

Some overlap · 4 shared positions

$WT $HUM $COP $CRM

$167M

76 positions

#25Concord Wealth PartnersPassive

Some overlap · 4 shared positions

$WT $AGQ $COP $AMAT

$770M

207 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.