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 KG&L

13F Portfolio OverlapQ2 2026KG&L portfolio →

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Most similar hedge funds by 13F overlap

KG&L Capital Management,LLC is an institutional investor managing $168M across 142 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 KG&L are Eley Financial, Longbow Finance SA, Atlantic Edge Private Wealth, with shared positions in $CMI, $KLAC, $MCK, $UNP, $VRT, $BNY. The full ranking of 25 similar funds is below.

#1Eley Financial Management, IncPassive

Some overlap · 5 shared positions

$CMI $KLAC $MCK $UNP $VRT

$309M

72 positions

#2Longbow Finance SAPassive

Some overlap · 6 shared positions

$KLAC $CMI $BNY $MCK $HWM $VLO

$782M

59 positions

#3Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 5 shared positions

$CMI $KLAC $MCK $UNP $VLO

$489M

619 positions

#4PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 5 shared positions

$CMI $KLAC $MCK $UNP $VLO

$1.0B

213 positions

#5BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 4 shared positions

$CMI $KLAC $MCK $BNY

$404M

99 positions

#6BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$CMI $ORLY $KLAC $UNP

$1.7B

401 positions

#7BANK OF STOCKTONActive

Some overlap · 5 shared positions

$CMI $KLAC $PGR $UNP $ASML

$356M

126 positions

#8TCW GROUP INCActive

Some overlap · 6 shared positions

$KLAC $BNY $VRT $MCK $ASML $ORLY

$14.9B

640 positions

#9Cornerstone Investment Partners, LLCActive

Some overlap · 4 shared positions

$CMI $KLAC $MCK $AZO

$3.0B

312 positions

#10Cunning Capital Partners, LPActive

Some overlap · 5 shared positions

$KLAC $SPG $MCK $HCA $PGR

$248M

55 positions

#11Forvis Mazars Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$ORLY $KLAC $CMI $VLO $MCK

$6.0B

433 positions

#12FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$KLAC $CMI $SPG $HCA $HWM

$490M

188 positions

#13Delta Accumulation, LLCActive

Some overlap · 4 shared positions

$CMI $BNY $MCK $PGR

$2.5B

156 positions

#14GLR Partners, LLCPassive

Some overlap · 3 shared positions

$CMI $KLAC $ORLY

$215M

111 positions

#15Davidson Capital Management Inc.Active

Some overlap · 4 shared positions

$KLAC $ORLY $MCK $VRT

$624M

96 positions

#16Midwest Professional Planners, LTD.Passive

Some overlap · 4 shared positions

$CMI $UNP $KLAC $ASML

$510M

131 positions

#17PEDDOCK CAPITAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$CMI $KLAC $MCK $VLO

$501M

165 positions

#18Galvin, Gaustad & Stein, LLCPassive

Some overlap · 6 shared positions

$UNP $AZO $HCA $PGR $ASML $BNY

$1.4B

262 positions

#19Seascape Capital ManagementPassive

Some overlap · 4 shared positions

$ORLY $KLAC $VRT $HCA

$417M

96 positions

#20Karani Asset Management LLCPassive

Some overlap · 4 shared positions

$CMI $KLAC $ASML $PGR

$139M

57 positions

#21Applied Finance Capital Management, LLCPassive

Some overlap · 4 shared positions

$CMI $KLAC $UNP $VLO

$1.3B

218 positions

#22Winslow Capital Management, LLCActive

Some overlap · 5 shared positions

$KLAC $MCK $VRT $HWM $ASML

$29.1B

66 positions

#23TODD ASSET MANAGEMENT LLCActive

Some overlap · 4 shared positions

$KLAC $CMI $BNY $HCA

$5.6B

182 positions

#24CTC Alternative Strategies, Ltd.Passive

Some overlap · 5 shared positions

$BNY $ORLY $VRT $HWM $VLO

$69M

83 positions

#25PRING TURNER CAPITAL GROUP INCPassive

Some overlap · 3 shared positions

$CMI $MCK $UNP

$175M

73 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.