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Hedge Funds Similar to KG&L ,

13F Portfolio OverlapQ1 2026KG&L , portfolio →
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Most similar hedge funds by 13F overlap

KG&L Capital Management,LLC is an institutional investor managing $139M across 123 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 KG&L , are PARAGON, Cornerstone Advisors,, FULCRUM WEALTH ADVISORS,, with shared positions in $JHG, $ORLY, $AZO, $PGR, $DIA, $UNP. The full ranking of 25 similar funds is below.

#1PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$JHG$ORLY$AZO$PGR$DIA
$118M
70 positions
#2Cornerstone Advisors, LLCActive
Some overlap · 8 shared positions
$UNP$MCK$ORLY$PGR$PM$DE
$2.7B
99 positions
#3FULCRUM WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$JHG$CMI$MCK$GE
$121M
72 positions
#4MARSHFIELD ASSOCIATESActive
Some overlap · 4 shared positions
$CMI$ORLY$AZO$PGR
$5.0B
17 positions
#5PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$CMI$MCK$UNP$GEV$GE
$166M
72 positions
#6BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$CMI$ORLY$UNP$PM
$1.6B
435 positions
#7Collaborative Fund Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$CMI$OKTA
$162M
160 positions
#8Yoffe Investment Management, LLCPassive
Some overlap · 6 shared positions
$SPG$UNP$__PARK_1390777$PM$GEV$GE
$78M
111 positions
#9LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$JHG$ORLY$MCK
$174M
65 positions
#10Galvin, Gaustad & Stein, LLCPassive
Some overlap · 5 shared positions
$HCA$AZO$UNP$PGR$GE
$1.2B
252 positions
#11KP Management LLCPassive
Some overlap · 4 shared positions
$CMI$ORLY$GEV$GE
$409M
83 positions
#12Value Investment Professionals, LLCPassive
Some overlap · 4 shared positions
$JHG$MCK$PM$DIA
$89M
81 positions
#13CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$CMI$UNP$MCK$PM$DE
$758M
179 positions
#14PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$JHG$ORLY$GEV$GE
$594M
178 positions
#15Verdence Capital Advisors LLCPassive
Some overlap · 4 shared positions
$JHG$OKTA$MCK$CMI
$1.7B
649 positions
#16Invera Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$CMI$HCA$UNP$GEV
$156M
98 positions
#17FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$JHG$CMI$HCA
$399M
173 positions
#18Legacy Private Trust Co.Active
Some overlap · 4 shared positions
$JHG$UNP$MCK$GE
$1.6B
260 positions
#19Cynosure Management, LLCActive
Some overlap · 4 shared positions
$JHG$UNP$GEV$GE
$800M
198 positions
#20Signature Wealth Management Partners, LLCPassive
Some overlap · 4 shared positions
$JHG$__PARK_1390777$PM$DE
$199M
116 positions
#21Weaver Consulting GroupPassive
Some overlap · 4 shared positions
$JHG$OKTA$GE$GEV
$420M
275 positions
#22Councilmark Asset Management, LLCActive
Some overlap · 5 shared positions
$MCK$UNP$PGR$__PARK_1390777$PM
$174M
85 positions
#23Baird Financial Group, Inc.Passive
Some overlap · 5 shared positions
$ORLY$UNP$PGR$GEV$GE
$64.0B
1,826 positions
#24Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$JHG$ORLY$GE
$1.0B
154 positions
#25Pursuit Wealth Management LLC
Some overlap · 3 shared positions
$JHG$ORLY$GE
$116M
118 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.