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Hedge Funds Similar to Kohmann Bosshard Financial Services

13F Portfolio OverlapQ2 2026Kohmann Bosshard Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Kohmann Bosshard Financial Services, LLC is an institutional investor managing $1.2B across 229 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 Kohmann Bosshard Financial Services are Allen Investment, Warther Private Wealth, Juno Financial Group, with shared positions in $SCHW, $CRWD, $SHOP, $MELI, $FDX, $MRSH. The full ranking of 25 similar funds is below.

#1Allen Investment Management, LLCActive
Some overlap · 4 shared positions
$SCHW$CRWD$SHOP$MELI
$8.4B
227 positions
#2Warther Private Wealth, LLCActive
Some overlap · 4 shared positions
$SCHW$MELI$FDX$MRSH
$456M
50 positions
#3Juno Financial Group LLCActive
Some overlap · 5 shared positions
$SCHW$CRWD$DE$CMI$ETN
$286M
72 positions
#4CENTRAL SECURITIES CORPActive
Some overlap · 3 shared positions
$SCHW$MELI$PGR
$1.3B
29 positions
#5PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$SCHW$CMI$ETN
$175M
73 positions
#6Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$SCHW$WAB$SHW$PGR$MRSH
$754M
41 positions
#7FLOSSBACH VON STORCH SEActive
Some overlap · 3 shared positions
$SCHW$MELI$SHW
$22.1B
106 positions
#8Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$SCHW$FDX$DE
$678M
357 positions
#9Intrinsic Value Partners, LLCActive
Some overlap · 3 shared positions
$SCHW$SHOP$CRWD
$146M
73 positions
#10CapitalatWork S.A.Active
Some overlap · 3 shared positions
$SCHW$DE$MELI
$4.0B
93 positions
#11Lantern Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SCHW$CRWD$SHOP$ETN
$232M
197 positions
#12JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$SCHW$FDX$MELI$ETN
$612M
81 positions
#13VIKING GLOBAL INVESTORS LPActive
Some overlap · 3 shared positions
$SCHW$FDX$SHW
$35.1B
90 positions
#14Artisan Partners Limited PartnershipActive
Some overlap · 4 shared positions
$SCHW$SHOP$PGR$MRSH
$63.1B
341 positions
#15Malaga Cove Capital, LLCPassive
Some overlap · 4 shared positions
$SCHW$FDX$CRWD$DE
$311M
183 positions
#16VIMA LLCPassive
Some overlap · 3 shared positions
$SCHW$CRWD$MELI
$98M
351 positions
#17Parsonex Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$SCHW$CRWD$ETN
$115M
50 positions
#18Shira Ridge Wealth ManagementActive
Some overlap · 3 shared positions
$SCHW$GLDM$MRSH
$288M
83 positions
#19Elevated Private Wealth, LLCPassive
Some overlap · 3 shared positions
$SCHW$FDX$CRWD
$134M
80 positions
#20STABLEFORD CAPITAL II LLCPassive
Some overlap · 5 shared positions
$SCHW$MELI$SHW$SHOP$ETN
$288M
144 positions
#21Xcel Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SCHW$CRWD$FDX$DE
$404M
140 positions
#22Eukles Asset ManagementPassive
Some overlap · 5 shared positions
$FDX$DE$SHW$PGR$CMI
$242M
228 positions
#23DELTA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SCHW$FDX$DE
$206M
105 positions
#24Ballast Rock Private Wealth LLCPassive
Some overlap · 3 shared positions
$SCHW$CRWD$MELI
$214M
202 positions
#25Forefront Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$CRWD$SHOP$SCHW$MELI$ETN
$323M
177 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.