How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to KENNEDY INVESTMENT GROUP

13F Portfolio OverlapQ1 2026KENNEDY INVESTMENT GROUP portfolio →

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Most similar hedge funds by 13F overlap

KENNEDY INVESTMENT GROUP is an institutional investor managing $255M across 135 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 KENNEDY INVESTMENT GROUP are Cornerstone Select Advisors,, WESPAC Advisors SoCal,, AVISO WEALTH, with shared positions in $MU, $BAC, $CRWD, $VRT, $VZ, $JHG. The full ranking of 25 similar funds is below.

#1Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$MU $BAC $CRWD $VRT $VZ

$160M

124 positions

#2WESPAC Advisors SoCal, LLCPassive

Some overlap · 8 shared positions

$JHG $MU $ETN $KO $CEG $C

$470M

119 positions

#3AVISO WEALTH MANAGEMENTPassive

Some overlap · 6 shared positions

$MU $BAC $WFC $PWR $ETN $CRWD

$222M

140 positions

#4ADELL HARRIMAN & CARPENTER INCActive

Some overlap · 6 shared positions

$MU $CRWD $ETN $PWR $KO $C

$1.6B

163 positions

#5SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 6 shared positions

$MU $VRT $PWR $WFC $CEG $C

$688M

180 positions

#6Bedell Frazier Investment Counselling, LLCPassive

Some overlap · 6 shared positions

$BAC $CRWD $ETN $VZ $KO $C

$495M

128 positions

#7Darden Wealth Group IncPassive

Some overlap · 5 shared positions

$MU $CRWD $JHG $ETN $PWR

$196M

150 positions

#8SHELTON WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$VRT $MU $ETN $WFC $CEG $C

$229M

137 positions

#9BRAUN STACEY ASSOCIATES INCActive

Some overlap · 5 shared positions

$MU $VRT $WFC $PWR $KO

$3.0B

112 positions

#10Z3 Capital Partners, LLCPassive

Some overlap · 5 shared positions

$MU $BAC $JHG $RVT $KO

$395M

187 positions

#11NEW ENGLAND ASSET MANAGEMENT INCActive

Some overlap · 6 shared positions

$BAC $PEG $WFC $VZ $KO $SYY

$786M

99 positions

#12CERTUITY, LLCPassive

Some overlap · 5 shared positions

$MU $BAC $WFC $VZ $C

$1.5B

659 positions

#13Nicholas Wealth, LLC.Passive

Some overlap · 5 shared positions

$MU $BAC $ETN $VZ $KO

$145M

111 positions

#14BLUE JEAN FINANCIAL LLCPassive

Some overlap · 4 shared positions

$MU $BAC $VRT $JHG

$121M

68 positions

#15First Washington CORPActive

Some overlap · 4 shared positions

$MU $BAC $CRWD $ETN

$353M

50 positions

#16StoneCrest Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$MU $CRWD $VRT $JHG

$236M

73 positions

#17Directional Asset ManagementPassive

Some overlap · 6 shared positions

$CRWD $NVO $BAC $VZ $KO $SYY

$109M

90 positions

#18Employees Provident Fund BoardActive

Some overlap · 4 shared positions

$MU $BAC $CRWD $PWR

$13.2B

70 positions

#19Griffith & Werner, Inc.Active

Some overlap · 6 shared positions

$BAC $WFC $VZ $KO $CEG $C

$202M

72 positions

#20FFG Partners, LLCActive

Some overlap · 4 shared positions

$MU $CRWD $VRT $NVO

$253M

36 positions

#21Massachusetts Wealth ManagementPassive

Some overlap · 5 shared positions

$MU $BAC $WFC $KO $C

$231M

98 positions

#22ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Some overlap · 4 shared positions

$MU $CRWD $VRT $PWR

$3.5B

110 positions

#23Zweig-DiMenna Associates LLCPassive

Some overlap · 4 shared positions

$MU $CRWD $VRT $PWR

$722M

61 positions

#24Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$BAC $WFC $VZ $KO $SYY $C

$170M

82 positions

#25Game Creek Capital, LPPassive

Some overlap · 4 shared positions

$MU $BAC $VRT $VZ

$301M

93 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.