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Hedge Funds Similar to Koss-Olinger Consulting,

13F Portfolio OverlapQ1 2026Koss-Olinger Consulting, portfolio →
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Most similar hedge funds by 13F overlap

Koss-Olinger Consulting, LLC is an institutional investor managing $1.2B across 254 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 Koss-Olinger Consulting, are Financial Council,, LEE JOHNSON ,, Wealthquest, with shared positions in $LEN, $AFRM, $GE, $GEV, $APA, $PLTR. The full ranking of 25 similar funds is below.

#1Financial Council, LLCActive
Notable overlap · 4 shared positions
$LEN$AFRM$GE$GEV
$259M
101 positions
#2LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$LEN$GE$GEV
$279M
80 positions
#3Wealthquest CorpSmart money
Notable overlap · 3 shared positions
$LEN$GE$APA
$1.3B
148 positions
#4Triton Financial Group IncPassive
Notable overlap · 3 shared positions
$LEN$GEV$PLTR
$57M
62 positions
#5Ehrenkranz Partners L.P.Smart money
Some overlap · 3 shared positions
$LEN$GE$GEV
$126M
47 positions
#6Sterneck Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$DIS$PLTR
$223M
116 positions
#7McNamara Financial Services, Inc.Smart money
Some overlap · 3 shared positions
$GMM$GE$GEV
$528M
99 positions
#8Sageworth Trust CoActive
Some overlap · 5 shared positions
$LEN$PLTR$AFRM$GE$GEV
$2.3B
172 positions
#9JDM Financial Group LLCActive
Some overlap · 3 shared positions
$GMM$CTVA$GE
$259M
318 positions
#10Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GMM$INCY$CTVA
$237M
119 positions
#11Archer Investment Management, LLCPassive
Some overlap · 4 shared positions
$GMM$MUFG$NXPI$LEN
$238M
108 positions
#12Sandbox Financial Partners, LLCActive
Some overlap · 3 shared positions
$LEN$GE$GEV
$356M
117 positions
#13Xena Financial Planning, LLCActive
Some overlap · 3 shared positions
$GMM$MUFG$AFRM
$89M
33 positions
#14Premier Path Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$LEN$GE$PLTR
$767M
398 positions
#15Peak Financial Management, Inc.Active
Some overlap · 4 shared positions
$GMM$GE$GEV$MUFG
$394M
100 positions
#16Sageworth Trust Co of South DakotaActive
Some overlap · 5 shared positions
$LEN$AFRM$GE$LHX$GEV
$126M
56 positions
#17JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GMM$MUFG$DIS
$1.2B
819 positions
#18VERITY Wealth AdvisorsActive
Some overlap · 3 shared positions
$LEN$ICFI$GE
$150M
81 positions
#19Capital Investment Management, Inc.Active
Some overlap · 3 shared positions
$GMM$GE$GEV
$291M
125 positions
#20Opes Wealth Management LLCActive
Some overlap · 4 shared positions
$GMM$MUFG$ALB$AFRM
$609M
146 positions
#21EAGLE CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$LEN$EL$GEV$GE
$29.8B
60 positions
#22Chatterton & Associates Inc.Passive
Some overlap · 3 shared positions
$LEN$GE$GEV
$143M
97 positions
#23October Effect LtdPassive
Some overlap · 5 shared positions
$GMM$LEN$HII$GE$GEV
$87M
64 positions
#24AlphaStar Capital Management, LLCPassive
Some overlap · 3 shared positions
$GMM$GEV$PLTR
$1.4B
236 positions
#25Ervin Investment Management, LLCActive
Some overlap · 4 shared positions
$GMM$GE$GEV$AFRM
$171M
47 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.