What hedge funds are most similar to KOM Wealth Management Group, LLC?

The funds with the most similar 13F portfolios to KOM Wealth Management Group, LLC are SVRN Asset ,, Investment Advisors,, Gratus Wealth Advisors,, based on overlapping conviction holdings in the latest SEC filings.

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 KOM Wealth Group,

13F Portfolio OverlapQ1 2026KOM Wealth Group, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

KOM Wealth Management Group, LLC is an institutional investor managing $147M across 89 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 KOM Wealth Group, are SVRN Asset ,, Investment Advisors,, Gratus Wealth Advisors,, with shared positions in $MS, $HUM, $SCHW, $BRZE, $AGQ, $NEM. The full ranking of 25 similar funds is below.

#1SVRN Asset Management, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $SCHW $BRZE

$103M

37 positions

#2Capital Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$MS $AGQ $NEM $SCHW $SSL $KO

$6.2B

693 positions

#3Gratus Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $SSL $HUM $PWR $HLT

$691M

138 positions

#4Adirondack Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$MS $HUM $KKR $DHR

$156M

44 positions

#5Provident Wealth Management, LLCActive

Notable overlap · 5 shared positions

$MS $REGN $AGQ $KO $HUM

$331M

134 positions

#6Seven Springs Wealth Group, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $HLT $KO

$432M

81 positions

#7truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$MS $HUM $KKR

$97M

49 positions

#8Summit Investment Advisory Services, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $BRZE $DHR

$269M

81 positions

#9Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$MS $SCHW $BRZE

$313M

119 positions

#10Caldwell Investment Management Ltd.Active

Notable overlap · 3 shared positions

$MS $KKR $PWR

$255M

57 positions

#11Valley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$MS $SCHW $BRZE

$185M

63 positions

#12SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive

Notable overlap · 4 shared positions

$MS $PHYS $REGN $SCHW

$482M

173 positions

#13Talisman Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$MS $HUM $KKR $KO

$124M

101 positions

#14SWEENEY & MICHEL, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $SCHW $KKR

$340M

145 positions

#15Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$MS $KKR $HUM

$453M

103 positions

#16Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 5 shared positions

$MS $HUM $KKR $SCHW $REGN

$589M

590 positions

#17Provenance Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$MS $HUM $BRZE $AGQ $KKR $SSL

$945M

412 positions

#18Strategies Wealth Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $BRZE $KO $GD

$995M

193 positions

#19Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MS $REGN $KO

$284M

125 positions

#20Meridian Financial Partners LLCActive

Notable overlap · 3 shared positions

$MS $PWR $KO

$263M

121 positions

#21DAGCO, INC.Passive

Notable overlap · 4 shared positions

$MS $HUM $KKR $DHR

$461M

353 positions

#22Capital Planning LLCActive

Notable overlap · 3 shared positions

$MS $HUM $PWR

$307M

82 positions

#23Prota Financial, LLCActive

Notable overlap · 3 shared positions

$MS $REGN $KO

$138M

67 positions

#24Presidio Capital Management, LLCActive

Notable overlap · 3 shared positions

$MS $REGN $GD

$344M

79 positions

#25Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$MS $HUM $DHR $KO

$120M

84 positions

Compare KOM Wealth Group,’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 KOM Wealth Group,’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.