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Hedge Funds Similar to Kendall

13F Portfolio OverlapQ1 2026Kendall portfolio →
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Most similar hedge funds by 13F overlap

Kendall Capital Management is an institutional investor managing $488M across 231 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 Kendall are Board of the Pension Protection Fund, VISTA INVESTMENT PARTNERS, EDMP,, with shared positions in $DELL, $HPE, $CLS, $OMC, $GEN, $CDW. The full ranking of 25 similar funds is below.

#1Board of the Pension Protection FundPassive
Notable overlap · 6 shared positions
$DELL$HPE$CLS$OMC$GEN$CDW
$109M
156 positions
#2VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$KLAC$COR$FHI$DELL$TNL
$378M
169 positions
#3EDMP, INC.Passive
Some overlap · 5 shared positions
$OMC$COR$CMI$BMY$BWA
$124M
71 positions
#4VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 4 shared positions
$KLAC$FHI$COR$TNL
$223M
157 positions
#5McKinney Capital Management, LLCActive
Some overlap · 4 shared positions
$KLAC$DELL$HPE$BMY
$116M
46 positions
#6Cornerstone Investment Partners, LLCActive
Some overlap · 4 shared positions
$KLAC$COR$CMI$MCK
$2.4B
291 positions
#7FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$KLAC$DELL$CMI
$399M
173 positions
#8Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$OMC$HPE$BMY$CMI
$223M
109 positions
#9BRUNI J V & CO /COActive
Some overlap · 3 shared positions
$DELL$NXST$EQH
$958M
31 positions
#10Monte Financial Group, LLCPassive
Some overlap · 3 shared positions
$DELL$OMC$CDW
$282M
100 positions
#11Lakewood Asset Management LLCPassive
Some overlap · 5 shared positions
$HPE$BMY$MKL$MCK$CMI
$156M
107 positions
#12EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 3 shared positions
$KLAC$COR$CMI
$688M
158 positions
#13OAKTOP CAPITAL MANAGEMENT II, L.P.Smart money
Some overlap · 3 shared positions
$KLAC$DELL$BMY
$1.3B
14 positions
#14FCF Advisors LLCPassive
Some overlap · 4 shared positions
$KLAC$BMY$EXPE$MCK
$444M
52 positions
#15VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 3 shared positions
$DELL$COR$NXST
$1.6B
316 positions
#16TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$KLAC$MKL$EXPE$MCK
$182M
115 positions
#17Steamboat Capital Partners, LLCPassive
Some overlap · 3 shared positions
$DELL$VCTR$ACMR
$403M
56 positions
#18BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$DELL$KLAC$CMI
$1.6B
435 positions
#19Titan Investment Management LLCPassive
Some overlap · 3 shared positions
$DELL$BMY$MCK
$113M
37 positions
#20Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$KLAC$COR$MCK
$145M
69 positions
#21BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 3 shared positions
$DELL$BMY$MKL
$2.3B
264 positions
#22Railway Pension Investments LtdActive
Some overlap · 4 shared positions
$KLAC$BMY$EXPE$MCK
$7.0B
103 positions
#23Birchview Capital, LPActive
Some overlap · 3 shared positions
$KLAC$BMY$UTHR
$176M
73 positions
#24Livforsakringsbolaget Skandia, OmsesidigtActive
Some overlap · 4 shared positions
$KLAC$CMI$COR$UTHR
$2.6B
459 positions
#25Applied Finance Capital Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$CMI$MCK
$1.3B
218 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.