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 Kohmann Bosshard Financial Services,

13F Portfolio OverlapQ1 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 Q1 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 Employees' Retirement Fund of the City of Fort Worth, FIDELIS iM,, CYPRESS FINANCIAL PLANNING, with shared positions in $COP, $HUM, $SCHW, $UNIT, $KKR, $MS. The full ranking of 25 similar funds is below.

#1Employees' Retirement Fund of the City of Fort WorthActive

Substantial overlap · 5 shared positions

$COP $HUM $SCHW $UNIT $KKR

$230M

21 positions

#2FIDELIS iM, LLCSmart money

Substantial overlap · 3 shared positions

$COP $HUM $SCHW

$264M

25 positions

#3CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 5 shared positions

$COP $SCHW $HUM $MS $SHOP

$363M

102 positions

#4Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$COP $HUM $SCHW $UNIT $MKL

$480M

160 positions

#5E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$COP $SCHW $UNIT

$100M

12 positions

#6Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$HUM $COP $SCHW $KKR

$147M

13 positions

#7Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$COP $SCHW $MKL

$333M

198 positions

#8Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$COP $HUM $MKL

$67M

42 positions

#9PECAUT & CO.Active

Notable overlap · 3 shared positions

$COP $HUM $GLDM

$308M

66 positions

#10Mustard Seed Financial, LLCPassive

Notable overlap · 4 shared positions

$COP $UNIT $SCHW $KKR

$167M

92 positions

#11MARYLAND CAPITAL ADVISORS INC.

Notable overlap · 5 shared positions

$COP $UNIT $SCHW $HUM $SHOP

$295M

271 positions

#12Forbes Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$COP $UNIT $MS $GMM $GLDM

$173M

38 positions

#13VSM Wealth Advisory, LLCPassive

Notable overlap · 6 shared positions

$COP $UNIT $KKR $SCHW $HUM $MKL

$335M

505 positions

#14Sunburst Financial Group, LLCActive

Notable overlap · 5 shared positions

$COP $HUM $KKR $GMM $MS

$543M

132 positions

#15Hurlow Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$COP $SCHW $HUM $KKR

$420M

120 positions

#16Whitegate Investment Counselors, Inc.Active

Notable overlap · 5 shared positions

$HUM $COP $SCHW $UNIT $MKL

$315M

68 positions

#17Rockbridge Investment Management, LCCSmart money

Notable overlap · 6 shared positions

$COP $UNIT $SCHW $GMM $KKR $HUM

$1.1B

137 positions

#18SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$HUM $SCHW $UNIT $KKR $FDX $MKL

$272M

554 positions

#19AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$COP $SCHW $FDX

$445M

77 positions

#20Asset Advisory Group, Inc.Passive

Notable overlap · 3 shared positions

$COP $HUM $SCHW

$199M

116 positions

#21Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$COP $KKR $HUM

$320M

972 positions

#22Beacon Financial Strategies CORPActive

Notable overlap · 3 shared positions

$COP $HUM $MKL

$176M

177 positions

#23American Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$COP $HUM $UNIT $SCHW

$750M

159 positions

#24Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$COP $MS $SCHW

$184M

157 positions

#25BlueSky Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$COP $UNIT $SCHW $NTRA

$777M

115 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.