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Hedge Funds Similar to M. Kulyk & Associates,

13F Portfolio OverlapQ1 2026M. Kulyk & Associates, portfolio →
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Most similar hedge funds by 13F overlap

M. Kulyk & Associates, LLC is an institutional investor managing $536M across 119 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 M. Kulyk & Associates, are NOESIS MANGEMENT, Mirova US, Argo Wealth Advisory,, with shared positions in $AXP, $REGN, $GILD, $NEE, $ECL, $ACN. The full ranking of 25 similar funds is below.

#1NOESIS CAPITAL MANGEMENT CORPPassive
Notable overlap · 5 shared positions
$AXP$REGN$GILD$NEE$ECL
$676M
125 positions
#2Mirova US LLCActive
Some overlap · 7 shared positions
$NEE$ECL$ACN$XYL$FSLR$CRM
$8.8B
42 positions
#3Argo Wealth Advisory, LLCActive
Some overlap · 5 shared positions
$REGN$NEE$ACN$XYL$AMT
$170M
48 positions
#4Harrington Investments, INCPassive
Some overlap · 6 shared positions
$GILD$ECL$XYL$JCI$FSLR$PLD
$190M
84 positions
#5MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$NEE$ACN$PLD$ECL$INTU$CEG
$835M
170 positions
#6CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$GILD$NEE$GLW$CEG
$1.3B
118 positions
#7Minot DeBlois Advisors LLCPassive
Some overlap · 6 shared positions
$AXP$ECL$ACN$NEE$CRM$XYL
$110M
226 positions
#8ECOFI INVESTISSEMENTS SAPassive
Some overlap · 6 shared positions
$ECL$XYL$FSLR$PLD$CEG$CRM
$55M
36 positions
#9MIDDLETON & CO INC/MAActive
Some overlap · 6 shared positions
$NEE$XYL$ECL$AMT$INTU$CRM
$877M
164 positions
#10REAVES W H & CO INCActive
Some overlap · 4 shared positions
$CCJ$NEE$GLW$CEG
$6.0B
90 positions
#11Tribune Investment Group LPActive
Some overlap · 4 shared positions
$JCI$ECL$CSX$CCJ
$261M
30 positions
#12Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$AXP$NEE$ACN$CRM$WSM
$649M
186 positions
#13Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$NEE$JCI$UL$BDX
$9.8B
213 positions
#14Pursuit Wealth Management LLC
Some overlap · 5 shared positions
$REGN$GLW$GILD$CEG$CRM
$116M
118 positions
#15Verity & Verity, LLCActive
Some overlap · 4 shared positions
$GILD$NEE$ACN$PLD
$1.3B
138 positions
#16HEADINVEST, LLCPassive
Some overlap · 6 shared positions
$AXP$ACN$INTU$UL$NVO$ECL
$488M
225 positions
#17Clean Yield GroupPassive
Some overlap · 5 shared positions
$UL$ECL$PLD$FSLR$CRM
$355M
385 positions
#18Insight Inv LLCPassive
Some overlap · 4 shared positions
$AXP$GLW$JCI$WSM
$183M
104 positions
#19M&G PlcActive
Some overlap · 5 shared positions
$NEE$JCI$ACN$AMT$INTU
$19.4B
380 positions
#20AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$NEE$ECL$BDX$ACN
$1.4B
114 positions
#21MILFORD FUNDS LTDActive
Some overlap · 6 shared positions
$NGG$PLD$BDX$AMT$INTU$CRM
$4.8B
75 positions
#22Orion Investment CoActive
Some overlap · 3 shared positions
$REGN$NEE$CCJ
$315M
69 positions
#23Sustainable Growth Advisers, LPActive
Some overlap · 5 shared positions
$AXP$ECL$INTU$CRM$UL
$10.6B
51 positions
#24Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$NEE$CSX$AXP$ACN
$218M
69 positions
#25TRILLIUM ASSET MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$ECL$PLD$FSLR$UL$XYL$INTU
$3.0B
230 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.