13F Pro

Hedge Funds Similar to Koa Wealth ,

13F Portfolio OverlapQ1 2026Koa Wealth , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Koa Wealth Management, LLC is an institutional investor managing $138M across 56 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 Koa Wealth , are SOROS, Broad Run Investment ,, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA, with shared positions in $AMT, $DHR, $LOW, $ICE, $TMO, $BN. The full ranking of 25 similar funds is below.

#1SOROS CAPITAL MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$AMT$DHR$LOW$ICE$TMO
$230M
47 positions
#2Broad Run Investment Management, LLCSmart money
Notable overlap · 5 shared positions
$AMT$DHR$BN$RH$AON
$568M
24 positions
#3LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Notable overlap · 5 shared positions
$DHR$AMT$TMO$LOW$PM
$10.0B
560 positions
#4Socorro Asset Management LPPassive
Notable overlap · 4 shared positions
$AMT$DHR$ICE$PLD
$221M
32 positions
#5CANTILLON CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$CME$AMT$ICE$TMO$AON
$15.1B
38 positions
#6Nearwater Capital Markets, LtdPassive
Notable overlap · 5 shared positions
$DHR$NEM$USB$AMT$GSAT
$4.2B
82 positions
#7Phraction Management LLCActive
Notable overlap · 6 shared positions
$DHR$TMO$ICE$PM$USB$BN
$483M
65 positions
#8CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$PM$CME$PLD$USB$TMO$AMT
$5.0B
55 positions
#9Gemsstock Ltd.Active
Some overlap · 4 shared positions
$NEM$B$USB$GSAT
$949M
28 positions
#10BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DHR$ICE$TMO$CPRT
$506M
75 positions
#11Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 5 shared positions
$ICE$TMO$BN$LOW$DHR
$2.9B
140 positions
#12Perpetual LtdPassive
Some overlap · 5 shared positions
$PM$ICE$TMO$B$NEM
$6.5B
424 positions
#13Blue Whale Capital LLPActive
Some overlap · 5 shared positions
$NEM$FICO$DHR$WM$PM
$2.1B
26 positions
#14ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 5 shared positions
$PM$CME$USB$AMT$PLD
$123M
101 positions
#15M.D. Sass, LLCActive
Some overlap · 4 shared positions
$DHR$ICE$FICO$AON
$1.3B
36 positions
#16Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$NEM$BN$LOW$DHR$AON
$717M
207 positions
#17Triavera Capital LLCActive
Some overlap · 3 shared positions
$DHR$PM$ICE
$167M
16 positions
#18Mill Capital Management, LLCActive
Some overlap · 5 shared positions
$ICE$AMT$TMO$CPRT$PM
$1.3B
130 positions
#19Brentview Investment Management LLCPassive
Some overlap · 4 shared positions
$PM$CME$LOW$WM
$231M
63 positions
#20YCG, LLCActive
Some overlap · 5 shared positions
$CME$FICO$CPRT$WM$AON
$1.1B
42 positions
#21NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$TMO$LOW$DHR$AMT$WM$HUM
$2.4B
189 positions
#22London & Capital Asset Management LtdActive
Some overlap · 5 shared positions
$CME$ICE$TMO$NEM$USB
$9.2B
223 positions
#23BCS Private Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$NEM$TMO$USB$WM$DHR
$329M
186 positions
#24Guinness Atkinson Asset Management IncPassive
Some overlap · 4 shared positions
$DHR$ICE$TMO$CME
$200M
123 positions
#25Sarasin & Partners LLPActive
Some overlap · 4 shared positions
$CME$AMT$TMO$PLD
$8.2B
88 positions

Compare Koa Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Koa Wealth ,’s holdings

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.