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Hedge Funds Similar to KM Ltd.

13F Portfolio OverlapQ1 2026KM Ltd. portfolio →
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Most similar hedge funds by 13F overlap

KM Capital Management Ltd. is an institutional investor managing $149M across 76 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 KM Ltd. are EQ WEALTH ADVISORS,, JDH Wealth ,, CLARIS ADVISORS, / MO /, with shared positions in $NKE, $BAH, $COP, $IBIT, $DHR, $AMN. The full ranking of 25 similar funds is below.

#1EQ WEALTH ADVISORS, LLCActive
Substantial overlap · 3 shared positions
$NKE$BAH$COP
$171M
54 positions
#2JDH Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$NKE$IBIT$DHR$AMN
$148M
54 positions
#3CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 4 shared positions
$NKE$COP$SE$AMN
$334M
70 positions
#4Vistica Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$NKE$SE$AMN
$100M
49 positions
#5Hill Investment Group Partners, LLCSmart money
Substantial overlap · 3 shared positions
$NKE$GMM$AMN
$906M
50 positions
#6Index Fund Advisors, Inc.Smart money
Substantial overlap · 4 shared positions
$NKE$USB$SE$AMN
$2.2B
127 positions
#7Peirce Capital Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$COP$AMN
$256M
43 positions
#8Capstone Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$NKE$DHR$AMN$T
$143M
50 positions
#9COGENT STRATEGIC WEALTH LLCActive
Substantial overlap · 3 shared positions
$NKE$DHR$AMN
$97M
56 positions
#10Disciplined Equity Management, Inc.Active
Substantial overlap · 3 shared positions
$NKE$USB$T
$199M
44 positions
#11PINNEY & SCOFIELD, INC.Active
Substantial overlap · 3 shared positions
$NKE$SE$T
$185M
243 positions
#12Squire Investment Management Company, LLCActive
Substantial overlap · 4 shared positions
$NKE$SE$DHR$AMN
$360M
76 positions
#13Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$NKE$COP$USB
$987M
100 positions
#14ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 4 shared positions
$NKE$RELX$AMN$SE
$158M
125 positions
#15Plancorp, LLCActive
Notable overlap · 4 shared positions
$NKE$SE$USB$AMN
$3.5B
378 positions
#16DiNuzzo Private Wealth, Inc.Active
Notable overlap · 5 shared positions
$NKE$COP$USB$T$EQT
$928M
1,345 positions
#17Petersen Hastings Wealth Advisors Inc.Smart money
Notable overlap · 6 shared positions
$NKE$SE$USB$COP$AMN$REGN
$1.1B
81 positions
#18TCI Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$NKE$AMN$T
$1.9B
251 positions
#19ATLas Financial Planning LLCActive
Notable overlap · 4 shared positions
$NKE$DHR$USB$AMN
$112M
69 positions
#20Beaird Harris Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$USB$AMN
$1.5B
686 positions
#21Cedar Point Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$NKE$COP$USB
$154M
71 positions
#22Rather & Kittrell, Inc.Active
Notable overlap · 3 shared positions
$NKE$DHR$USB
$648M
113 positions
#23Pillar Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$NKE$COP$USB
$171M
106 positions
#24Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$NKE$COP$AMN
$398M
88 positions
#25Frankly Finances, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$ET
$110M
64 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.