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Hedge Funds Similar to BKM Wealth ,

13F Portfolio OverlapQ1 2026BKM Wealth , portfolio →
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Most similar hedge funds by 13F overlap

BKM Wealth Management, LLC is an institutional investor managing $274M across 148 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 BKM Wealth , are Somerset, Kesler, Norman & Wride,, Nicholson Wealth Group,, with shared positions in $ADI, $LHX, $LIN, $WEC, $ABT, $LOW. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive
Notable overlap · 10 shared positions
$ADI$LHX$LIN$WEC$ABT$LOW
$326M
174 positions
#2Kesler, Norman & Wride, LLCPassive
Notable overlap · 8 shared positions
$ADI$LHX$ABT$LOW$AMGN$GD
$581M
245 positions
#3Nicholson Wealth Management Group, LLCPassive
Some overlap · 7 shared positions
$ADI$LHX$LIN$WEC$AMGN$GD
$172M
114 positions
#4Stonebridge Financial Group, LLCPassive
Some overlap · 9 shared positions
$WT$ADI$NEE$LHX$LIN$GD
$1.2B
262 positions
#5MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$LHX$LIN$WEC$ABT$LOW$GD
$835M
170 positions
#6Brown Miller Wealth Management, LLCPassive
Some overlap · 7 shared positions
$ADI$LIN$ABT$LOW$GD$IBM
$352M
191 positions
#7PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 8 shared positions
$ADI$LOW$WEC$NEE$LIN$AMGN
$763M
214 positions
#8MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 7 shared positions
$WT$ABT$LOW$AMGN$EMR$NEE
$240M
234 positions
#9JGP Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ADI$LHX$LOW$ABT$AMGN$NEE
$961M
223 positions
#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ADI$LIN$ABT$LOW$AMGN$NEE
$7.8B
1,278 positions
#11Notis-McConarty EdwardActive
Some overlap · 7 shared positions
$ADI$ABT$SCHW$NEE$DHR$LOW
$219M
68 positions
#12Mattern Wealth Management LLCActive
Some overlap · 7 shared positions
$ADI$LOW$ABT$LHX$NEE$EMR
$513M
158 positions
#13Petros Family Wealth, LLCPassive
Some overlap · 6 shared positions
$ADI$LHX$LOW$AMGN$EMR$NEE
$140M
131 positions
#14CYPRESS ASSET MANAGEMENT INC/TX
Some overlap · 6 shared positions
$ADI$LIN$LOW$EMR$ABT$DHR
$455M
105 positions
#15Blossom Wealth ManagementPassive
Some overlap · 6 shared positions
$LHX$ADI$WEC$IBM$AMGN$NEE
$67M
74 positions
#16Dempze Nancy EPassive
Some overlap · 6 shared positions
$ADI$ABT$SCHW$IBM$NEE$DHR
$182M
92 positions
#17Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$LIN$ABT$LOW$AMGN$IBM$EMR
$353M
78 positions
#18Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$ADI$LIN$ABT$LOW$NEE
$2.0B
267 positions
#19Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$GE$LHX$ABT$GD$EMR$DHR
$100M
54 positions
#20NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ADI$ABT$GD$IBM$EMR$NEE
$367M
141 positions
#21BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$ADI$ABT$LOW$AMGN$GD
$321M
110 positions
#22BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$ADI$WEC$ABT$GD$IBM
$134M
211 positions
#23SFE Investment CounselPassive
Some overlap · 6 shared positions
$LHX$ABT$LOW$IBM$NEE$DHR
$635M
143 positions
#24Cypress Capital, LLCActive
Some overlap · 5 shared positions
$WT$AMGN$LOW$SCHW$IBM
$351M
95 positions
#25LS Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$LIN$IBM$EMR$DHR$NEE$SCHW
$668M
126 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.