13F Pro

Hedge Funds Similar to Klingman & Associates

13F Portfolio OverlapQ2 2026Klingman & Associates portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Klingman & Associates, LLC is an institutional investor managing $2.3B across 350 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 Klingman & Associates are LYNX GROUP LTD, Powerhouse Assets, MontVue, with shared positions in $STT, $MDY, $TJX, $GLW, $DDOG, $C. The full ranking of 25 similar funds is below.

#1LYNX CAPITAL GROUP LTD /ADVPassive
Notable overlap · 3 shared positions
$STT$MDY$TJX
$248M
91 positions
#2Powerhouse Assets LLCSmart money
Notable overlap · 3 shared positions
$STT$MDY$TJX
$123M
57 positions
#3MontVue Capital Management, Inc.Active
Notable overlap · 4 shared positions
$MDY$STT$TJX$GLW
$174M
78 positions
#4LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$STT$MDY$GLW
$1.2B
232 positions
#5ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$STT$MDY$DDOG
$621M
90 positions
#6May Barnhard Investments LLCActive
Some overlap · 3 shared positions
$STT$MDY$TJX
$247M
88 positions
#7GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$C$TJX$GLW
$3.0B
213 positions
#8Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$STT$MDY$GLW
$309M
142 positions
#9Horizons Wealth Management
Some overlap · 3 shared positions
$STT$MDY$C
$152M
170 positions
#10Winter & Associates, Inc.Active
Some overlap · 3 shared positions
$MDY$STT$GLW
$133M
85 positions
#11Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$STT$TJX
$251M
48 positions
#12Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$CFG$C
$418M
232 positions
#13Curbstone Financial Management CorpPassive
Some overlap · 3 shared positions
$MDY$TJX$GLW
$587M
215 positions
#14Stonebridge Financial Group, LLC/CAPassive
Some overlap · 3 shared positions
$STT$C$GLW
$722M
310 positions
#15IFG Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$GLW$C
$725M
165 positions
#16Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$C$STT
$448M
500 positions
#17Redhawk Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$MDY$STT$GLW
$1.0B
408 positions
#18TIEMANN INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$STT$MDY$GLW
$276M
207 positions
#19Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$DDOG$C$TJX$GLW
$115M
89 positions
#20Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$DDOG$MDY$GLW
$263M
80 positions
#21TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STT$C$GLW
$686M
151 positions
#22Single Point Partners, LLCSmart money
Some overlap · 3 shared positions
$MDY$C$GLW
$568M
103 positions
#23Clarus Wealth AdvisorsPassive
Some overlap · 3 shared positions
$STT$C$TJX
$260M
86 positions
#24COURIER CAPITAL LLCActive
Some overlap · 4 shared positions
$STT$C$TJX$GLW
$2.0B
399 positions
#25COOKSON PEIRCE & CO INCPassive
Some overlap · 4 shared positions
$STT$DDOG$C$GLW
$3.0B
317 positions

Compare Klingman & Associates’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 Klingman & Associates’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.