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Hedge Funds Similar to KMG FIDUCIARY PARTNERS,

13F Portfolio OverlapQ1 2026KMG FIDUCIARY PARTNERS, portfolio →
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Most similar hedge funds by 13F overlap

KMG FIDUCIARY PARTNERS, LLC is an institutional investor managing $1.1B across 207 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 KMG FIDUCIARY PARTNERS, are Rice Partnership,, CFO, TILIA FIDUCIARY PARTNERS,, with shared positions in $XYZ, $KO, $AXP, $USB, $DUK, $WT. The full ranking of 25 similar funds is below.

#1Rice Partnership, LLCActive
Some overlap · 8 shared positions
$XYZ$KO$AXP$USB$DUK$WT
$732M
178 positions
#2CFO CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$AMD$MAR$LOW$AMAT$DUK$IBM
$121M
104 positions
#3TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 6 shared positions
$AMD$BAH$MAR$LOW$AXP$IBM
$182M
115 positions
#4Asset One Wealth Management LLCPassive
Some overlap · 6 shared positions
$AMAT$USB$BAH$AMD$MAR$WT
$904M
336 positions
#5BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$KO$USB$LOW$DUK$IBM$WT
$199M
110 positions
#6Alchemi Wealth, LLCPassive
Some overlap · 7 shared positions
$MAR$AXP$AMD$DUK$JHG$BAH
$180M
155 positions
#7Game Creek Capital, LPPassive
Some overlap · 5 shared positions
$XYZ$AMD$BAH$VRT$IBM
$301M
93 positions
#8Covea FinanceActive
Some overlap · 5 shared positions
$KO$AMAT$MAR$LOW$AXP
$2.9B
146 positions
#9Kentucky Trust CoPassive
Some overlap · 5 shared positions
$KO$AMAT$USB$LOW$DUK
$191M
311 positions
#10Hartford Funds Management Co LLCSmart money
Some overlap · 6 shared positions
$MAR$LOW$AXP$VRT$DUK$WELL
$1.2B
96 positions
#11PATTON ALBERTSON MILLER GROUP, LLCPassive
Some overlap · 5 shared positions
$KO$AMAT$MAR$LOW$IBM
$842M
212 positions
#12TRUSTCO BANK CORP N YPassive
Some overlap · 5 shared positions
$KO$AMAT$LOW$AXP$IBM
$113M
71 positions
#13CULLINAN ASSOCIATES INCActive
Some overlap · 5 shared positions
$KO$AMAT$LOW$AXP$IBM
$1.2B
207 positions
#14SFE Investment CounselPassive
Some overlap · 5 shared positions
$AMD$AMAT$USB$LOW$IBM
$635M
143 positions
#15Texas Bank & Trust CoPassive
Some overlap · 5 shared positions
$KO$AMAT$LOW$AXP$AMD
$266M
176 positions
#16M.E. ALLISON & CO., INC.Passive
Some overlap · 5 shared positions
$KO$JHG$BAH$MAR$IBM
$151M
193 positions
#17Cottage Street Advisors LLCPassive
Some overlap · 5 shared positions
$JHG$AMAT$MAR$BAH$VRT
$231M
138 positions
#18PLIMOTH TRUST CO LLCPassive
Some overlap · 5 shared positions
$AMAT$KO$LOW$AXP$DUK
$447M
173 positions
#19NVWM, LLCPassive
Some overlap · 5 shared positions
$AMD$AMAT$USB$AXP$WT
$449M
747 positions
#20HARTLINE INVESTMENT CORP/Active
Some overlap · 6 shared positions
$AMD$MAR$LOW$VRT$AXP$AMAT
$909M
112 positions
#21MFA WEALTH ADVISORS, LLCActive
Some overlap · 6 shared positions
$KO$USB$AXP$DUK$AMD$MAR
$508M
88 positions
#22Fideuram Asset Management (Ireland) dacPassive
Some overlap · 5 shared positions
$AMAT$KO$USB$DUK$WELL
$787M
445 positions
#23LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$KO$LOW$USB$DUK$IBM
$533M
126 positions
#24DOVER ADVISORS, LLCPassive
Some overlap · 5 shared positions
$KO$LOW$AXP$DUK$IBM
$242M
159 positions
#25Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KO$LOW$AXP$DUK$IBM
$272M
95 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.