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Hedge Funds Similar to Koenig Investment Advisory,

13F Portfolio OverlapQ1 2026Koenig Investment Advisory, portfolio →
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Most similar hedge funds by 13F overlap

Koenig Investment Advisory, LLC is an institutional investor managing $129M across 37 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 Koenig Investment Advisory, are FUKOKU MUTUAL LIFE INSURANCE, Wolfstich ,, C2C Wealth ,, with shared positions in $MET, $IBM, $MO, $VZ, $T, $EPD. The full ranking of 25 similar funds is below.

#1FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$MET$IBM$MO$VZ$T
$1.5B
235 positions
#2Wolfstich Capital, LLCActive
Some overlap · 3 shared positions
$IBM$VZ$MO
$114M
45 positions
#3C2C Wealth Management, LLCPassive
Some overlap · 6 shared positions
$IBM$EPD$VZ$BAC$WFC$T
$118M
92 positions
#4Cutler Capital Management, LLCPassive
Some overlap · 3 shared positions
$MET$VZ$BAC
$370M
116 positions
#5Persium Advisors, LLCActive
Some overlap · 4 shared positions
$IBM$VZ$MET$T
$127M
60 positions
#6Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$IBM$MO$VZ$T$BAC$WFC
$170M
82 positions
#7Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$VZ$MO$EPD$T$BAC$WFC
$891M
88 positions
#8CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 5 shared positions
$IBM$MET$MO$T$BAC
$150M
86 positions
#9RoundAngle Advisors LLCPassive
Some overlap · 4 shared positions
$IBM$MO$VZ$UNIT
$134M
60 positions
#10Yoffe Investment Management, LLCPassive
Some overlap · 3 shared positions
$IBM$VZ$BA
$78M
111 positions
#11Applied Finance Capital Management, LLCPassive
Some overlap · 4 shared positions
$VZ$IBM$MET$BAC
$1.3B
218 positions
#12Verity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$IBM$UNIT$EPD$KKR
$238M
213 positions
#13Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$IBM$EPD$MO$ENB
$101M
50 positions
#14CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$IBM$VZ$MO
$140M
72 positions
#15POM Investment Strategies, LLCPassive
Some overlap · 4 shared positions
$IBM$VZ$T$BAC
$80M
433 positions
#16LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$VZ$BA$T$BAC$WFC$KKR
$287M
175 positions
#17Alpha Omega Wealth Management LLCPassive
Some overlap · 5 shared positions
$VZ$IBM$UNIT$T$ENB
$617M
206 positions
#18Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$IBM$VZ$BAC
$223M
109 positions
#19Next Level Private LLCPassive
Some overlap · 5 shared positions
$IBM$BA$MO$T$BAC
$443M
175 positions
#20CORRADO ADVISORS, LLCPassive
Some overlap · 4 shared positions
$IBM$VZ$T$BAC
$192M
115 positions
#21PARK CIRCLE CoActive
Some overlap · 4 shared positions
$VZ$IBM$MO$ENB
$108M
51 positions
#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$IBM$VZ$T$WFC
$220M
148 positions
#23Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$IBM$VZ$T$BAC$WFC
$685M
380 positions
#24WealthTrust Axiom LLCPassive
Some overlap · 4 shared positions
$IBM$VZ$BA$T
$406M
290 positions
#25AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$VZ$MO$IBM$T$BAC
$160M
137 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.