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 Kathmere

13F Portfolio OverlapQ2 2026Kathmere portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Kathmere Capital Management, LLC is an institutional investor managing $1.9B across 676 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 Kathmere are TERRIL BROTHERS, Optimist Retirement Group, Hayek Kallen Investment, with shared positions in $GMED, $VZ, $C, $WDC, $MO, $PM. The full ranking of 25 similar funds is below.

#1TERRIL BROTHERS, INC.Active

Some overlap · 3 shared positions

$GMED $VZ $C

$388M

71 positions

#2Optimist Retirement Group LLCActive

Some overlap · 6 shared positions

$WDC $MO $PM $VZ $STX $NVS

$259M

118 positions

#3Hayek Kallen Investment Management

Some overlap · 6 shared positions

$MO $PM $VZ $UNP $NVS $C

$330M

97 positions

#4Range Financial Group LLCPassive

Some overlap · 5 shared positions

$WDC $MO $PM $VZ $STX

$366M

206 positions

#5TOEWS CORP /ADVActive

Some overlap · 5 shared positions

$WDC $MO $PM $STX $C

$686M

151 positions

#6RITHOLTZ WEALTH MANAGEMENTPassive

Some overlap · 6 shared positions

$WDC $STX $C $NVS $MO $PM

$6.7B

1,313 positions

#7CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Slight overlap · 5 shared positions

$MO $PM $VZ $UNP $NVS

$191M

102 positions

#8Blue Capital, Inc.Passive

Slight overlap · 5 shared positions

$MO $PM $UNP $STX $C

$158M

122 positions

#9Taylor Hoffman Capital Management LLCActive

Slight overlap · 4 shared positions

$SEIC $PM $UNP $MO

$412M

122 positions

#10BLALOCK WILLIAMS, LLCPassive

Slight overlap · 5 shared positions

$PM $VZ $UNP $STX $C

$154M

154 positions

#11Wolff Financial Management LLCActive

Slight overlap · 4 shared positions

$WDC $MO $PM $VZ

$501M

106 positions

#12CFC Planning Co LLCPassive

Slight overlap · 4 shared positions

$WDC $MO $PM $VZ

$171M

71 positions

#13ASSETMARK, INCPassive

Slight overlap · 4 shared positions

$WDC $MO $PM $VZ

$58.2B

3,558 positions

#14REXFORD CAPITAL INCPassive

Slight overlap · 4 shared positions

$WDC $MO $PM $STX

$163M

301 positions

#15FIRST FINANCIAL BANKSHARES INCActive

Slight overlap · 4 shared positions

$SEIC $UNP $NVS $C

$5.3B

210 positions

#16UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive

Slight overlap · 4 shared positions

$WDC $MO $VZ $STX

$863M

423 positions

#17SHARPEPOINT LLCPassive

Slight overlap · 4 shared positions

$WDC $MO $VZ $STX

$200M

89 positions

#18Strategic Investment Advisors / MIActive

Slight overlap · 4 shared positions

$WDC $MO $VZ $PM

$1.7B

398 positions

#19LVW Advisors, LLCPassive

Slight overlap · 4 shared positions

$WDC $MO $STX $C

$1.2B

462 positions

#20FDx Advisors, Inc.Passive

Slight overlap · 4 shared positions

$WDC $PM $STX $NVS

$332M

179 positions

#21WCM INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$WDC $PM $STX $NVS

$55.2B

266 positions

#22XXI WEALTH, LLCPassive

Slight overlap · 4 shared positions

$WDC $MO $STX $C

$218M

226 positions

#23Johnson & White Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$WDC $MO $STX $VZ

$267M

117 positions

#24Genus Capital Management Inc.Passive

Slight overlap · 4 shared positions

$WDC $VZ $STX $C

$1.0B

204 positions

#2544 WEALTH MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$WDC $PM $UNP $C

$302M

184 positions

Compare Kathmere’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Kathmere’s holdings

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.