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Hedge Funds Similar to KFG WEALTH ,

13F Portfolio OverlapQ1 2026KFG WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

KFG WEALTH MANAGEMENT, LLC is an institutional investor managing $774M across 216 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 KFG WEALTH , are BROGAN FINANCIAL,, Clarus Group,, Second Line ,, with shared positions in $DUK, $NEE, $PWR, $SLV, $GMM, $MCD. The full ranking of 25 similar funds is below.

#1BROGAN FINANCIAL, INC.Smart money
Substantial overlap · 3 shared positions
$DUK$NEE$PWR
$227M
56 positions
#2Clarus Group, Inc.Active
Substantial overlap · 3 shared positions
$DUK$PWR$SLV
$279M
113 positions
#3Second Line Capital, LLCActive
Notable overlap · 3 shared positions
$DUK$GMM$PWR
$528M
185 positions
#4Cushing Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$DUK$NEE$MCD$SLV
$130M
96 positions
#5Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 5 shared positions
$NSC$DUK$AMGN$MCD$HSY
$184M
32 positions
#6Code Waechter LLCPassive
Notable overlap · 3 shared positions
$DUK$LEN$AMGN
$168M
118 positions
#7WealthTrak Capital Management LLCPassive
Notable overlap · 3 shared positions
$GMM$LEN$SLV
$140M
80 positions
#8Marathon Strategic Advisors, LLCActive
Notable overlap · 3 shared positions
$GMM$DUK$IBM
$139M
52 positions
#9Sunburst Financial Group, LLCActive
Notable overlap · 6 shared positions
$DUK$IBM$GMM$MAR$PWR$AMGN
$543M
132 positions
#10Gibson Wealth Advisors LLCSmart money
Notable overlap · 5 shared positions
$NSC$DUK$WM$IBM$MCD
$149M
37 positions
#11Chaney Capital Management, Inc.Smart money
Notable overlap · 4 shared positions
$GMM$SLV$MAR$AMGN
$284M
41 positions
#12SevenBridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$DUK$NEE$PWR
$640M
202 positions
#13LPWM LLCActive
Some overlap · 3 shared positions
$GMM$MAR$ECL
$396M
94 positions
#14Core Wealth Management, Inc.Smart money
Some overlap · 3 shared positions
$NSC$NEE$MCD
$326M
40 positions
#15McCartney Wealth Management LLCActive
Some overlap · 3 shared positions
$NSC$NEE$CL
$119M
65 positions
#16Planning Center, Inc.Smart money
Some overlap · 3 shared positions
$NSC$NEE$IBM
$987M
78 positions
#17Financial Plan, Inc.Active
Some overlap · 5 shared positions
$NSC$SLV$MAR$MCD$GMM
$933M
94 positions
#18PINNEY & SCOFIELD, INC.Active
Some overlap · 3 shared positions
$NSC$NEE$IBM
$185M
243 positions
#19Park Place Capital CorpPassive
Some overlap · 3 shared positions
$DUK$NEE$PWR
$499M
850 positions
#20Laurion Capital Management LPPassive
Some overlap · 3 shared positions
$NSC$LEN$ASML
$2.3B
349 positions
#21Palatine Hill Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$GMM$LEN$IBM
$115M
48 positions
#22JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$GMM$MAR$SLV
$205M
139 positions
#23MBE Wealth Management, LLCActive
Some overlap · 4 shared positions
$DUK$MCD$SLV$ECL
$241M
141 positions
#24Zinnia Wealth Advisory, LLCPassive
Some overlap · 4 shared positions
$GMM$DUK$NEE$MCD
$89M
96 positions
#25CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$GMM$NEE$IBM$MCD
$971M
146 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.