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Hedge Funds Similar to Kondo Wealth Advisors

13F Portfolio OverlapQ2 2026Kondo Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Kondo Wealth Advisors, Inc. is an institutional investor managing $299M across 75 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 Kondo Wealth Advisors are Palouse, Powszechne Towarzystwo Emerytalne Allianz Polska S.A., SOUND SHORE, with shared positions in $UPS, $MRSH, $DIS, $VZ, $WFC, $KLAC. The full ranking of 25 similar funds is below.

#1Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$UPS$MRSH$DIS$VZ
$160M
124 positions
#2Powszechne Towarzystwo Emerytalne Allianz Polska S.A.Smart money
Some overlap · 3 shared positions
$UPS$DIS$WFC
$297M
10 positions
#3SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$UPS$DIS$WFC
$3.2B
40 positions
#4Alliance Private Wealth, LLCActive
Some overlap · 3 shared positions
$UPS$DIS$VZ
$288M
82 positions
#5Drexel Morgan & Co.Active
Some overlap · 3 shared positions
$UPS$DIS$VZ
$719M
60 positions
#6Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$UPS$DIS$WFC$VZ
$223M
81 positions
#7DELTA ASSET MANAGEMENT LLC/TNActive
Some overlap · 3 shared positions
$DIS$UPS$WFC
$1.2B
599 positions
#8PCB Capital LLCPassive
Some overlap · 4 shared positions
$UPS$WFC$KLAC$VZ
$82M
114 positions
#9Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$DIS$UPS$VZ
$138M
54 positions
#10CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$DIS$UPS$VZ
$171M
71 positions
#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UPS$WFC$VZ
$233M
122 positions
#12EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$UPS$WFC$VZ
$5.2B
76 positions
#13WALLER FINANCIAL PLANNING GROUP, INCActive
Some overlap · 3 shared positions
$UPS$MRSH$WFC
$486M
78 positions
#14Monte Financial Group, LLCPassive
Some overlap · 3 shared positions
$UPS$MRSH$WFC
$312M
102 positions
#15Walter Public Investments Inc.Passive
Some overlap · 3 shared positions
$DIS$MRSH$KLAC
$416M
53 positions
#16LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$UPS$DIS$VZ$WFC
$489M
244 positions
#17San Luis Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$UPS$KLAC$VZ
$665M
187 positions
#18Te Ahumairangi Investment Management LtdActive
Some overlap · 4 shared positions
$MRSH$DIS$AZN$VZ
$620M
86 positions
#19IAMS WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$UPS$AZN$WFC
$332M
190 positions
#20Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$UPS$WFC$VZ
$181M
81 positions
#21Pavion Blue Capital, LLCPassive
Some overlap · 3 shared positions
$DIS$WFC$UPS
$248M
111 positions
#22DCM Advisors, LLCActive
Some overlap · 3 shared positions
$DIS$WFC$VZ
$253M
38 positions
#23Ally Financial Inc.Active
Some overlap · 4 shared positions
$DIS$UPS$VZ$WFC
$775M
131 positions
#24KLCM Advisors, Inc.Active
Some overlap · 3 shared positions
$UPS$WFC$DIS
$1.3B
299 positions
#25Sompo Asset Management Co., Ltd.Active
Some overlap · 3 shared positions
$UPS$DIS$KLAC
$609M
177 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.