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Hedge Funds Similar to Kozak & Associates,

13F Portfolio OverlapQ2 2026Kozak & Associates, portfolio →
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Most similar hedge funds by 13F overlap

Kozak & Associates, Inc. is an institutional investor managing $576M across 451 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 Kozak & Associates, are FSM Wealth Advisors,, Midwest Financial Partners Investments,, Rice Partnership,, with shared positions in $XYZ, $SHW, $DIA, $GEV, $GE, $DE. The full ranking of 25 similar funds is below.

#1FSM Wealth Advisors, LLCPassive
Notable overlap · 5 shared positions
$XYZ$SHW$DIA$GEV$GE
$778M
317 positions
#2Midwest Financial Partners Investments, Inc.Active
Notable overlap · 3 shared positions
$XYZ$DE$AXP
$189M
76 positions
#3Rice Partnership, LLCActive
Notable overlap · 3 shared positions
$XYZ$GEV$AXP
$732M
178 positions
#4Guardian Capital, LLCPassive
Notable overlap · 6 shared positions
$SHW$DIA$WM$GEV$MAR$MCD
$105M
81 positions
#5LOWERY THOMAS, LLCActive
Notable overlap · 3 shared positions
$SHW$DIA$AGQ
$175M
55 positions
#6Milestones Private Investment Advisors LLCPassive
Notable overlap · 5 shared positions
$SHW$DIA$MAR$NEE$DRI
$114M
78 positions
#7Advantage Trust CoActive
Some overlap · 5 shared positions
$SHW$SCHW$DE$MAR$MCD
$223M
123 positions
#8CHILTON INVESTMENT CO INC.Active
Some overlap · 4 shared positions
$SHW$WM$DE$AXP
$4.3B
280 positions
#9University of Illinois FoundationActive
Some overlap · 3 shared positions
$SHW$SCHW$LMT
$487M
31 positions
#10Brendel Financial Advisors LLCPassive
Some overlap · 4 shared positions
$SHW$XYZ$AXP$NEE
$202M
95 positions
#11URS Advisory LLCActive
Some overlap · 3 shared positions
$SHW$MAR$MCD
$137M
51 positions
#12RWQ Financial Management Services, Inc.Active
Some overlap · 3 shared positions
$SHW$GEV$GE
$153M
22 positions
#13Plotkin Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SHW$AGQ$NEE
$199M
100 positions
#14Portfolio Strategies, Inc.Active
Some overlap · 4 shared positions
$SHW$MAR$LMT$DE
$811M
75 positions
#15Lakeridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$SHW$MCD$GE
$233M
169 positions
#16Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$SHW$DIA$MAR
$145M
35 positions
#17Mosaic Advisors LLCPassive
Some overlap · 4 shared positions
$SHW$DIA$CSX$MAR
$67M
42 positions
#18Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$SHW$DIA$AXP$MAR
$112M
97 positions
#19RH Tailwind Management, LLCPassive
Some overlap · 3 shared positions
$SHW$LMT$GEV
$781M
57 positions
#20WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$SHW$GEV$GE
$470M
119 positions
#21Peak Financial Management, Inc.Active
Some overlap · 5 shared positions
$XYZ$GEV$GE$SCHW$DE
$394M
100 positions
#22Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$XYZ$LMT$DE
$3.6B
435 positions
#23Financial Freedom, LLCPassive
Some overlap · 4 shared positions
$SHW$SCHW$MAR$MCD
$201M
426 positions
#24DEMMING FINANCIAL SERVICES CORP /ADVSmart money
Some overlap · 3 shared positions
$SHW$GEV$GE
$138M
37 positions
#25SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 4 shared positions
$SHW$SCHW$WM$GE
$191M
88 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.