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Hedge Funds Similar to Kooman & Associates

13F Portfolio OverlapQ2 2026Kooman & Associates portfolio →
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Most similar hedge funds by 13F overlap

Kooman & Associates is an institutional investor managing $372M across 56 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Kooman & Associates are Roberts Wealth Advisors, Hillman, CABOT WEALTH, with shared positions in $ROK, $DIS, $GSK, $VZ, $BA, $FITB. The full ranking of 25 similar funds is below.

#1Roberts Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$ROK$DIS$GSK$VZ
$440M
111 positions
#2Hillman Capital Management, Inc.Passive
Some overlap · 4 shared positions
$DIS$VZ$GSK$BA
$138M
54 positions
#3CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 3 shared positions
$ROK$VZ$DIS
$982M
142 positions
#4Crabel Capital Management, LLCActive
Some overlap · 3 shared positions
$VZ$DIS$BA
$137M
51 positions
#5JIM SAULNIER & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$FITB$DIS$CSX
$249M
152 positions
#6Alliance Private Wealth, LLCActive
Some overlap · 3 shared positions
$VZ$DIS$FITB
$288M
82 positions
#7WATERS PARKERSON & CO., LLCActive
Some overlap · 3 shared positions
$ROK$DIS$NSC
$2.0B
200 positions
#8M. Kraus & CoPassive
Some overlap · 4 shared positions
$ROK$NSC$VZ$DIS
$377M
86 positions
#9LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$VZ$DIS$BA
$489M
244 positions
#10DCM Advisors, LLCActive
Some overlap · 4 shared positions
$DIS$CSX$BA$VZ
$253M
38 positions
#11MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$FITB$CSX$BA
$140M
63 positions
#12Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$GSK$VZ$CSX$BA
$87M
113 positions
#13Baker Chad RActive
Some overlap · 3 shared positions
$ROK$NSC$CSX
$620M
51 positions
#14InvesTrustPassive
Some overlap · 4 shared positions
$VZ$DIS$GSK$BA
$260M
95 positions
#15TERRIL BROTHERS, INC.Active
Some overlap · 3 shared positions
$VZ$DIS$BA
$388M
71 positions
#16Vista Private Wealth Partners. LLC
Some overlap · 3 shared positions
$VZ$BA$DIS
$306M
89 positions
#17Stamos Capital Partners, L.P.Passive
Some overlap · 4 shared positions
$DIS$BA$VZ$GSK
$653M
140 positions
#18Unifi Asset Management LPActive
Some overlap · 3 shared positions
$VZ$BA$DIS
$251M
62 positions
#19WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$DIS$VZ$BA
$375M
44 positions
#20GREAT LAKES ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ROK$CSX$DIS$BA
$13.1B
825 positions
#21Bedell Frazier Investment Counselling, LLC
Some overlap · 4 shared positions
$DIS$BA$ROK$VZ
$495M
128 positions
#22Bill Few Associates, Inc.Passive
Some overlap · 3 shared positions
$ROK$VZ$DIS
$470M
227 positions
#23SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$DIS$CSX$BA
$3.2B
40 positions
#24LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$DIS$VZ$BA
$325M
188 positions
#25NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$VZ$FITB$CSX
$863M
131 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.