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Hedge Funds Similar to Kooman & Associates

13F Portfolio OverlapQ1 2026Kooman & Associates portfolio →
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Most similar hedge funds by 13F overlap

Kooman & Associates is an institutional investor managing $335M across 50 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 Kooman & Associates are CFC Planning, Palouse ,, Walter Public Investments, with shared positions in $TXN, $VZ, $DIS, $IBM, $BA, $TTE. The full ranking of 25 similar funds is below.

#1CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$TXN$VZ$DIS$IBM
$140M
72 positions
#2Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$TXN$VZ$DIS$BA
$151M
135 positions
#3Walter Public Investments Inc.Passive
Some overlap · 4 shared positions
$TXN$VZ$DIS$TTE
$418M
48 positions
#4ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 3 shared positions
$TXN$VZ$DIS
$1.7B
86 positions
#5FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 3 shared positions
$TXN$VZ$IBM
$180M
96 positions
#6Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$TXN$VZ$IAU
$477M
70 positions
#7Welch Group, LLCPassive
Some overlap · 3 shared positions
$TXN$VZ$IBM
$2.7B
310 positions
#8Smith Thornton Advisors LLCPassive
Some overlap · 5 shared positions
$VZ$TXN$IBM$DIS$IAU
$199M
130 positions
#9Iyo Bank, Ltd.Active
Some overlap · 3 shared positions
$TXN$ROK$DIS
$281M
35 positions
#10BONTEMPO OHLY CAPITAL MGMT LLCActive
Some overlap · 3 shared positions
$TXN$VZ$IBM
$222M
34 positions
#11Yoffe Investment Management, LLCPassive
Some overlap · 5 shared positions
$VZ$IBM$GSK$__PARK_1390777$BA
$78M
111 positions
#12Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 5 shared positions
$ROK$VZ$DIS$IBM$BA
$495M
128 positions
#13Exeter Financial, LLCPassive
Some overlap · 3 shared positions
$TXN$VZ$IBM
$245M
98 positions
#14Bill Few Associates, Inc.Passive
Some overlap · 4 shared positions
$VZ$ROK$IBM$DIS
$417M
212 positions
#15SGL Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$TXN$IBM$IAU
$266M
126 positions
#16AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 3 shared positions
$TXN$IBM$RJF
$1.4B
114 positions
#17CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$TXN$VZ$IBM
$157M
130 positions
#18Roberts Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$VZ$ROK$DIS$GSK
$394M
110 positions
#19KEYVANTAGE WEALTH, LLCActive
Some overlap · 3 shared positions
$TXN$IBM$__PARK_1390777
$227M
92 positions
#20SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$TXN$VZ$IBM
$728M
79 positions
#21Genus Capital Management Inc.Passive
Some overlap · 4 shared positions
$VZ$TXN$IBM$__PARK_1390777
$873M
189 positions
#22Wealthstar Advisors, LLCActive
Some overlap · 3 shared positions
$TXN$__PARK_1390777$IAU
$213M
111 positions
#23FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 3 shared positions
$TXN$VZ$IBM
$1.5B
235 positions
#24CAPITAL ADVISORS INC/OKPassive
Some overlap · 4 shared positions
$VZ$ROK$IBM$BA
$6.2B
357 positions
#25D L CARLSON INVESTMENT GROUP INCPassive
Some overlap · 5 shared positions
$TXN$KTOS$__PARK_1390777$IAU$BA
$582M
135 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.