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 KMG FIDUCIARY PARTNERS

13F Portfolio OverlapQ3 2026KMG FIDUCIARY PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

KMG FIDUCIARY PARTNERS, LLC is an institutional investor managing $1.0B across 169 U.S. equity positions as of Q3 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 Measured Risk Portfolios, VIRGINIA WEALTH GROUP, Kerusso, with shared positions in $QCOM, $PFH, $DUK, $KMI, $MDY, $VZ. The full ranking of 25 similar funds is below.

#1Measured Risk Portfolios, Inc.Active

Some overlap · 7 shared positions

$QCOM $PFH $DUK $KMI $MDY $VZ

$94M

64 positions

#2VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 6 shared positions

$QCOM $BLK $DUK $KMI $VZ $LOW

$203M

58 positions

#3Kerusso Capital Management LLCPassive

Some overlap · 5 shared positions

$QCOM $AXP $LOW $PFH $VZ

$306M

59 positions

#4ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Some overlap · 5 shared positions

$QCOM $AXP $WELL $KMI $UPS

1 positions

#5Ironwood Investment Counsel, LLCPassive

Some overlap · 5 shared positions

$QCOM $AXP $LOW $CAH $UPS

$762M

267 positions

#6Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$QCOM $MAR $FTNT $MS

$169M

77 positions

#7Stonebridge Capital Advisors LLCPassive

Some overlap · 5 shared positions

$QCOM $BLK $MAR $DUK $UPS

$1.6B

215 positions

#8Hartford Funds Management Co LLCSmart money

Some overlap · 6 shared positions

$MAR $WELL $LOW $QCOM $DUK $MS

$1.3B

98 positions

#9CONNORS INVESTOR SERVICES INCPassive

Some overlap · 6 shared positions

$AXP $WELL $LOW $DUK $MS $VZ

$1.2B

153 positions

#10HERITAGE INVESTORS MANAGEMENT CORPActive

Some overlap · 5 shared positions

$MAR $AXP $BLK $MDY $MS

$3.6B

257 positions

#11Tandem Investment Partners LLCActive

Some overlap · 6 shared positions

$AXP $BLK $LOW $MDY $VZ $CAH

$129M

76 positions

#12Harvest Investment Advisors, LLCActive

Some overlap · 5 shared positions

$QCOM $BLK $KMI $MS $UPS

$202M

58 positions

#13Pitti Group Wealth Management, LLCActive

Some overlap · 5 shared positions

$QCOM $MAR $LOW $VZ $MS

$137M

84 positions

#14SSA SWISS ADVISORS AGPassive

Some overlap · 4 shared positions

$QCOM $FTNT $BLK $MDY

$266M

107 positions

#15GHE, LLCSmart money

Some overlap · 5 shared positions

$QCOM $AXP $LOW $MAR $MDY

$265M

57 positions

#16BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$QCOM $AXP $DUK $KMI $VZ

$504M

136 positions

#17PRECEDENT WEALTH PARTNERS, LLCPassive

Some overlap · 6 shared positions

$QCOM $BLK $DUK $KMI $MDY $VZ

$651M

207 positions

#18BCS Private Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$QCOM $AXP $KMI $MS $VZ

$332M

187 positions

#19Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$QCOM $LOW $DUK $MS $UPS

$10.2B

208 positions

#20MARCO INVESTMENT MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$QCOM $AXP $LOW $UPS

$1.5B

245 positions

#21Maj Invest Holding A/SActive

Some overlap · 4 shared positions

$QCOM $AXP $LOW $UPS

$2.3B

40 positions

#22GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 4 shared positions

$QCOM $AXP $LOW $UPS

$906M

153 positions

#23ABNER HERRMAN & BROCK LLCActive

Some overlap · 5 shared positions

$MAR $AXP $MS $VZ $ISRG

$1.0B

121 positions

#24Insight Inv LLCPassive

Some overlap · 4 shared positions

$QCOM $AXP $LOW $MS

$210M

108 positions

#25Orion Capital Management LLCPassive

Some overlap · 5 shared positions

$QCOM $FTNT $BLK $MS $ISRG

$323M

511 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.