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Hedge Funds Similar to M. Kulyk & Associates

13F Portfolio OverlapQ2 2026M. Kulyk & Associates portfolio →
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Most similar hedge funds by 13F overlap

M. Kulyk & Associates, LLC is an institutional investor managing $613M across 113 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 M. Kulyk & Associates are NOESIS MANGEMENT, SWP Investment, CRAWFORD INVESTMENT COUNSEL, with shared positions in $AXP, $ECL, $GILD, $NEE, $REGN, $BLK. The full ranking of 25 similar funds is below.

#1NOESIS CAPITAL MANGEMENT CORPActive
Notable overlap · 6 shared positions
$AXP$ECL$GILD$NEE$REGN$BLK
$832M
124 positions
#2SWP Investment Management LLCPassive
Notable overlap · 6 shared positions
$AXP$PNC$NEE$BLK$PLD$BDX
$145M
43 positions
#3CRAWFORD INVESTMENT COUNSEL INCActive
Notable overlap · 6 shared positions
$PNC$JCI$AXP$BLK$CSX$XYL
$6.0B
306 positions
#4Socorro Asset Management LPActive
Notable overlap · 5 shared positions
$PNC$NEE$JCI$PLD$AMT
$223M
33 positions
#5Stone Summit Wealth LLCPassive
Notable overlap · 4 shared positions
$AXP$GILD$ECL$NEE
$394M
144 positions
#6Community Financial Services Group, LLCPassive
Notable overlap · 7 shared positions
$PNC$NEE$GLW$PLD$AXP$BLK
$686M
532 positions
#7Insight Inv LLCPassive
Some overlap · 4 shared positions
$AXP$GLW$PNC$JCI
$212M
109 positions
#8CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$PNC$AXP$REGN$LH
$2.3B
150 positions
#9FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 3 shared positions
$PNC$UL$GLW
$206M
80 positions
#10Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$AXP$GLW$GILD$CCJ
$560M
132 positions
#11Foresight Group Ltd Liability PartnershipPassive
Some overlap · 7 shared positions
$ECL$XYL$VLTO$AMT$NVO$FSLR
$556M
62 positions
#12Mirova US LLCActive
Some overlap · 5 shared positions
$ECL$NEE$XYL$VLTO$FSLR
$9.3B
45 positions
#13BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PNC$AXP$NEE$BLK$PLD
$171M
116 positions
#14ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ECL$PNC$UL$PLD$NGG
$713M
97 positions
#15Marietta Wealth Management, LLCActive
Some overlap · 5 shared positions
$GLW$BLK$NEE$LH$REGN
$971M
133 positions
#16Junto Capital Management LPActive
Some overlap · 4 shared positions
$AXP$PNC$CSX$BLK
$5.7B
81 positions
#17ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 5 shared positions
$GLW$NEE$GILD$BLK$PNC
$194M
122 positions
#18Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$AXP$ECL$NEE$XYL
$116M
240 positions
#19CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$GLW$GILD$NEE$CEG
$1.5B
118 positions
#20Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$AXP$PNC$BLK
$181M
81 positions
#21BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 4 shared positions
$NEE$JCI$CSX$UL
$404M
99 positions
#22MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 4 shared positions
$PNC$NEE$PLD$CSX
$332M
91 positions
#23STANCE CAPITAL LLCPassive
Some overlap · 5 shared positions
$GLW$GILD$AXP$PNC$LH
$328M
340 positions
#24REAVES W H & CO INCActive
Some overlap · 5 shared positions
$GLW$NEE$CCJ$CEG$AMT
$6.6B
94 positions
#25CHEMUNG CANAL TRUST COActive
Some overlap · 4 shared positions
$GLW$ECL$AXP$JCI
$541M
111 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.