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Hedge Funds Similar to Kearns & Associates

13F Portfolio OverlapQ3 2026Kearns & Associates portfolio →
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Most similar hedge funds by 13F overlap

Kearns & Associates LLC is an institutional investor managing $218M across 39 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Kearns & Associates are Regal Partners Ltd, BAXTER BROS, Intrinsic Value Partners, with shared positions in $RPRX, $SCHW, $WFC, $AXP, $TMO, $QCOM. The full ranking of 25 similar funds is below.

#1Regal Partners LtdActive
Notable overlap · 3 shared positions
$RPRX$SCHW$WFC
$1.8B
122 positions
#2BAXTER BROS INCPassive
Notable overlap · 6 shared positions
$AXP$SCHW$TMO$QCOM$MS$WFC
$864M
172 positions
#3Intrinsic Value Partners, LLCActive
Some overlap · 4 shared positions
$SCHW$AXP$OXY$WFC
$146M
73 positions
#4VIKING GLOBAL INVESTORS LPActive
Some overlap · 5 shared positions
$SCHW$JCI$TMO$MS$QCOM
$35.1B
90 positions
#5DODGE & COXActive
Some overlap · 5 shared positions
$SCHW$OXY$JCI$WFC$BKR
$191.0B
222 positions
#6Aureus Asset Management, LLCPassive
Some overlap · 4 shared positions
$SCHW$AXP$TMO$MS
$1.6B
239 positions
#7INKWELL CAPITAL LLCActive
Some overlap · 4 shared positions
$SCHW$AXP$OXY$WFC
$96M
31 positions
#8Harrington Investments, INCPassive
Some overlap · 5 shared positions
$SCHW$TMO$QCOM$JCI$SYK
$209M
80 positions
#9ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AXP$SCHW$COF$TMO
$807M
209 positions
#10GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$AXP$SCHW$QCOM
$906M
153 positions
#11PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$AXP$SCHW$WFC
$175M
73 positions
#12BECK MACK & OLIVER LLCActive
Some overlap · 3 shared positions
$AXP$SCHW$QCOM
$5.1B
201 positions
#13LATHROP INVESTMENT MANAGEMENT COActive
Some overlap · 4 shared positions
$SCHW$JCI$TMO$SYK
$565M
89 positions
#14CENTRAL SECURITIES CORPActive
Some overlap · 3 shared positions
$AXP$SCHW$COF
$1.3B
29 positions
#15Strata Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$AXP$SCHW$RPRX
$426M
98 positions
#16Douglas Lane & Associates, LLCActive
Some overlap · 5 shared positions
$TMO$AXP$EQIX$QCOM$MS
$7.5B
246 positions
#17Insight Inv LLCPassive
Some overlap · 4 shared positions
$AXP$JCI$QCOM$MS
$210M
108 positions
#18Artisan Partners Limited PartnershipActive
Some overlap · 3 shared positions
$SCHW$AXP$BKR
$63.1B
341 positions
#19Wynn Capital, LLCPassive
Some overlap · 4 shared positions
$AXP$SCHW$QCOM$WFC
$226M
116 positions
#20McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$TMO$SCHW$QCOM$MS$SYK
$1.1B
132 positions
#21Stone Summit Wealth LLCPassive
Some overlap · 5 shared positions
$AXP$QCOM$SYK$SCHW$MDY
$370M
137 positions
#22PROVIDENT TRUST COSmart money
Some overlap · 3 shared positions
$AXP$SCHW$TMO
$4.8B
22 positions
#23BARR E S & COActive
Some overlap · 3 shared positions
$AXP$SCHW$WFC
$1.8B
112 positions
#24HERITAGE INVESTORS MANAGEMENT CORPActive
Some overlap · 6 shared positions
$AXP$MS$EQIX$TMO$COF$MDY
$3.6B
257 positions
#25Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$QCOM$MS$SYK
$455M
118 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.