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Hedge Funds Similar to K2 Financial

13F Portfolio OverlapQ2 2026K2 Financial portfolio →
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Most similar hedge funds by 13F overlap

K2 Financial Inc. is an institutional investor managing $142M across 60 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 K2 Financial are DeLarme Wealth, Trust Co, LFA - Lugano Financial Advisors SA, with shared positions in $SNPS, $STT, $MCD, $NOC. The full ranking of 6 similar funds is below.

#1DeLarme Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$SNPS$STT$MCD
$172M
68 positions
#2Trust CoActive
Notable overlap · 3 shared positions
$SNPS$MCD$STT
$1.1B
908 positions
#3LFA - Lugano Financial Advisors SAActive
Notable overlap · 3 shared positions
$SNPS$STT$MCD
$166M
274 positions
#4Creekside PartnersPassive
Some overlap · 3 shared positions
$STT$SNPS$MCD
$276M
193 positions
#5Savant Capital, LLCPassive
Some overlap · 3 shared positions
$SNPS$MCD$STT
$34.1B
1,838 positions
#6R Squared LtdPassive
Slight overlap · 3 shared positions
$NOC$STT$MCD
$190M
509 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.