What hedge funds are most similar to Kovitz Investment Group Partners, LLC?

The funds with the most similar 13F portfolios to Kovitz Investment Group Partners, LLC are Cetera Company, N.A, SHELTON WEALTH ,, Elevated Private Wealth,, based on overlapping conviction holdings in the latest SEC filings.

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 Kovitz Investment Group Partners,

13F Portfolio OverlapQ1 2026Kovitz Investment Group Partners, portfolio →

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Most similar hedge funds by 13F overlap

Kovitz Investment Group Partners, LLC is an institutional investor managing $4.3B across 484 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 Kovitz Investment Group Partners, are Cetera Company, N.A, SHELTON WEALTH ,, Elevated Private Wealth,, with shared positions in $LRCX, $GM, $SCHW, $TMUS, $NEM, $CRM. The full ranking of 25 similar funds is below.

#1Cetera Trust Company, N.APassive

Notable overlap · 10 shared positions

$LRCX $GM $SCHW $TMUS $NEM $CRM

$177M

351 positions

#2SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 8 shared positions

$AMD $LRCX $MU $GD $C $TMUS

$229M

137 positions

#3Elevated Private Wealth, LLC

Some overlap · 8 shared positions

$AMD $LRCX $SCHW $UNH $CRM $FDX

$97M

94 positions

#4SIG BROKERAGE, LPPassive

Some overlap · 7 shared positions

$AMD $MU $VRTX $SCHW $UNH $LRCX

$3.8B

769 positions

#5DAVIDSON INVESTMENT ADVISORSActive

Some overlap · 8 shared positions

$VRTX $C $SCHW $TMUS $CRM $BMY

$2.0B

120 positions

#6Legacy Capital Group California, Inc.Passive

Some overlap · 10 shared positions

$C $NEM $GD $GM $CAH $ALL

$263M

277 positions

#7DCF Advisers, LLCActive

Some overlap · 7 shared positions

$AMD $MU $VRTX $C $BAC $MRVL

$375M

86 positions

#8W.G. Shaheen & Associates DBA Whitney & CoActive

Some overlap · 7 shared positions

$LRCX $VRTX $SCHW $NEM $CRM $SYK

$1.2B

175 positions

#9CORNERCAP INVESTMENT COUNSEL INC

Some overlap · 7 shared positions

$LRCX $C $SCHW $NEM $BAC $BMY

$203M

151 positions

#10Torrey Growth & Income AdvisorsActive

Some overlap · 7 shared positions

$AMD $LRCX $VRTX $CRM $BAC $MRVL

$239M

110 positions

#11Sava Infond d.o.o.Passive

Some overlap · 7 shared positions

$LRCX $AMD $MU $CRM $UNH $MRVL

$705M

230 positions

#12Game Creek Capital, LPPassive

Some overlap · 6 shared positions

$AMD $MU $GM $NEM $BAC $EQT

$301M

93 positions

#13Convergence Investment Partners, LLCPassive

Some overlap · 6 shared positions

$AMD $LRCX $MU $BAC $BMY $CAH

$611M

235 positions

#14Generate Investment Management LtdActive

Some overlap · 6 shared positions

$AMD $LRCX $MU $NEM $CRM $INTU

$2.0B

70 positions

#15OFI INVEST ASSET MANAGEMENTActive

Some overlap · 6 shared positions

$AMD $LRCX $MU $C $BAC $MRVL

$7.6B

347 positions

#16Leonteq Securities AGPassive

Some overlap · 6 shared positions

$AMD $MU $GM $C $UNH $NEM

$2.7B

1,279 positions

#17BDF-GESTIONActive

Some overlap · 8 shared positions

$LRCX $C $MU $CRM $BAC $AMD

$749M

144 positions

#18SEAVIEW INVESTMENT MANAGERS LLCPassive

Some overlap · 6 shared positions

$AMD $MU $SCHW $NEM $BAC $MCK

$277M

73 positions

#19STF Management LP

Some overlap · 6 shared positions

$AMD $LRCX $MU $TMUS $VRTX $INTU

$107M

101 positions

#20Axecap Investments, LLCPassive

Some overlap · 6 shared positions

$AMD $LRCX $MU $C $MCK $CAH

$145M

69 positions

#21Greater Midwest Financial Group, LLCPassive

Some overlap · 6 shared positions

$AMD $LRCX $MU $BMY $MCK $INTU

$186M

65 positions

#22Distillate Capital Partners LLCPassive

Some overlap · 7 shared positions

$GD $TMUS $UNH $CRM $CTSH $MCK

$1.9B

118 positions

#23Bridgewater Associates, LPActive

Some overlap · 6 shared positions

$AMD $LRCX $MU $NEM $MRVL $C

$22.4B

993 positions

#24CAPITAL FUND MANAGEMENT S.A.Passive

Some overlap · 7 shared positions

$MU $C $LRCX $NEM $AMD $MRVL

$22.1B

2,005 positions

#25FORA Capital, LLCPassive

Some overlap · 6 shared positions

$GM $LRCX $NEM $UNH $MU $FDX

$1.4B

413 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.