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Hedge Funds Similar to Klingman & Associates,

13F Portfolio OverlapQ1 2026Klingman & Associates, portfolio →
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Most similar hedge funds by 13F overlap

Klingman & Associates, LLC is an institutional investor managing $2.1B across 332 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 Klingman & Associates, are Houlihan Financial Resource Group, Ltd., SONATA GROUP, Paradigm, Strategies in Wealth ,, with shared positions in $HLT, $SSL, $MDY, $SCHW, $CTVA, $DDOG. The full ranking of 25 similar funds is below.

#1Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 5 shared positions
$HLT$SSL$MDY$SCHW$CTVA
$257M
109 positions
#2SONATA CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$SSL$HLT$MDY$DDOG$CTVA
$271M
123 positions
#3Paradigm, Strategies in Wealth Management, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$MDY
$147M
55 positions
#4Breachway Investments LLCActive
Some overlap · 5 shared positions
$HLT$SSL$MDY$AMAT$GE
$104M
96 positions
#5Cherry Tree Wealth Management, LLCPassive
Some overlap · 7 shared positions
$SSL$HLT$DDOG$SCHW$MKL$NKE
$473M
582 positions
#6Guidance Point Advisors, LLCActive
Some overlap · 7 shared positions
$HLT$SSL$SE$CTVA$DHR$MDY
$422M
96 positions
#7LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$HLT$SSL$AMAT$NKE$CTVA$DHR
$135M
83 positions
#8HARBOR ADVISORY CORP /MA/Passive
Some overlap · 5 shared positions
$SSL$HLT$SE$MDY$GE
$333M
79 positions
#9MEMBERS WEALTH LLCActive
Some overlap · 4 shared positions
$HLT$SSL$MDY$DDOG
$167M
113 positions
#10NOVEM GROUPPassive
Some overlap · 3 shared positions
$HLT$SSL$SE
$873M
437 positions
#11Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$HLT$SSL$SCHW$DHR
$188M
87 positions
#12MV CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$HLT$SSL$CFG
$1.0B
1,197 positions
#13RVW Wealth, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$MDY
$1.3B
176 positions
#14Windsor Capital Management, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$SCHW
$355M
123 positions
#15Praetorian Wealth Management, Inc.Active
Some overlap · 3 shared positions
$HLT$SSL$SCHW
$526M
77 positions
#16SUMMITRY LLCPassive
Some overlap · 3 shared positions
$HLT$SSL$SCHW
$2.3B
266 positions
#17ADIRONDACK TRUST COPassive
Some overlap · 4 shared positions
$MDY$HLT$SSL$AMAT
$298M
544 positions
#18VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$HLT$SSL$MKL
$187M
55 positions
#19WOODMONT INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$HLT$SSL$MKL
$1.6B
263 positions
#20THREADGILL FINANCIAL, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$MKL
$344M
44 positions
#2110Elms LLPPassive
Some overlap · 3 shared positions
$HLT$SSL$MKL
$159M
480 positions
#22EIGHT 31 FINANCIAL, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$CTVA
$166M
72 positions
#23InvesTrustPassive
Some overlap · 3 shared positions
$HLT$SSL$CTVA
$238M
91 positions
#24Gratus Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$GE
$691M
138 positions
#25Signature Wealth Management GroupPassive
Some overlap · 3 shared positions
$HLT$SSL$LAMR
$263M
128 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.