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Hedge Funds Similar to KAVAR PARTNERS GROUP,

13F Portfolio OverlapQ1 2026KAVAR PARTNERS GROUP, portfolio →
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Most similar hedge funds by 13F overlap

KAVAR CAPITAL PARTNERS GROUP, LLC is an institutional investor managing $798M across 213 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 KAVAR PARTNERS GROUP, are Strategic Wealth Investment Group,, ARQ WEALTH ADVISORS,, BRISTOL JOHN W & /NY/, with shared positions in $TMO, $DHR, $ORLY, $SCHW, $IBM, $AMN. The full ranking of 25 similar funds is below.

#1Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$TMO$DHR$ORLY$SCHW$IBM
$788M
94 positions
#2ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$AMN$DHR$SCHW$FDX$TMO
$555M
191 positions
#3BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 5 shared positions
$TMO$SCHW$DE$FDX$SBUX
$6.1B
61 positions
#4Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$AMN$DHR$HUM$UNIT
$98M
68 positions
#5Orion Capital Management LLCPassive
Some overlap · 5 shared positions
$AMN$ORLY$HUM$SCHW$IBM
$290M
485 positions
#6Ironvine Capital Partners, LLCActive
Some overlap · 4 shared positions
$TMO$ORLY$DHR$DE
$910M
56 positions
#7Compass Ion Advisors, LLCActive
Some overlap · 6 shared positions
$AMN$DHR$HUM$UNIT$SCHW$IBM
$1.0B
279 positions
#8Mendel Money ManagementPassive
Some overlap · 4 shared positions
$TMO$DHR$IBM$DE
$239M
137 positions
#9Burk Holdings LLCPassive
Some overlap · 5 shared positions
$AMN$DHR$HUM$SCHW$IBM
$233M
676 positions
#10GENERATION INVESTMENT MANAGEMENT LLPSmart money
Some overlap · 4 shared positions
$TMO$DHR$SCHW$STE
$11.2B
29 positions
#11COLLECTIVE FAMILY OFFICE LLCPassive
Some overlap · 4 shared positions
$AMN$DHR$UNIT$HUM
$489M
161 positions
#12DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$TMO$DHR$DE$SBUX$LMT
$117M
106 positions
#13CURIO WEALTH, LLCActive
Some overlap · 6 shared positions
$AMN$SCHW$LMT$IBM$ORLY$UNIT
$293M
1,255 positions
#14PDS Planning, IncPassive
Some overlap · 6 shared positions
$AMN$HUM$UNIT$SCHW$DE$TMO
$1.5B
561 positions
#15Cohen Capital Management, Inc.Passive
Some overlap · 4 shared positions
$TMO$SCHW$IBM$DE
$644M
154 positions
#16Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$AMN$DHR$IBM$DE
$649M
186 positions
#17Karras Company, Inc.Active
Some overlap · 5 shared positions
$TMO$IBM$LMT$DE$DHR
$99M
61 positions
#18LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$TMO$DHR$SBUX$ORLY
$10.0B
560 positions
#19Friday FinancialActive
Some overlap · 5 shared positions
$AMN$HUM$DE$UNIT$IBM
$290M
93 positions
#20Harrington Investments, INCPassive
Some overlap · 4 shared positions
$TMO$SCHW$DE$SBUX
$190M
84 positions
#21Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$AMN$HUM$SCHW$FDX
$190M
82 positions
#22SC&H Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$AMN$HUM$UNIT$DHR
$663M
155 positions
#23Approach Retirement Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$HUM$IBM$TMO
$120M
79 positions
#24Juno Financial Group LLCActive
Some overlap · 5 shared positions
$SCHW$HUM$DHR$DE$LMT
$255M
70 positions
#25FIDELITY D & D BANCORP INCActive
Some overlap · 5 shared positions
$AMN$HUM$IBM$UNIT$LMT
$249M
107 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.