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Hedge Funds Similar to McKinney ,

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

McKinney Capital Management, LLC is an institutional investor managing $116M across 46 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 McKinney , are OAKTOP II,, Argyle ,, EVEXIA WEALTH, with shared positions in $KLAC, $DELL, $BMY, $T, $COP, $HPE. The full ranking of 25 similar funds is below.

#1OAKTOP CAPITAL MANAGEMENT II, L.P.Smart money
Notable overlap · 3 shared positions
$KLAC$DELL$BMY
$1.3B
14 positions
#2Argyle Capital Management, LLCPassive
Notable overlap · 8 shared positions
$T$COP$BMY$HPE$PHM$DELL
$308M
137 positions
#3EVEXIA WEALTH LLCActive
Some overlap · 3 shared positions
$KLAC$EOG$PWR
$364M
84 positions
#4Mork Capital Management, LLCPassive
Some overlap · 7 shared positions
$FDX$DELL$APA$CCZ$EOG$PFH
$141M
103 positions
#5HUDSON EDGE INVESTMENT PARTNERS INC.Active
Some overlap · 7 shared positions
$OKE$COP$BMY$EOG$SNA$CCZ
$684M
101 positions
#6Horizon Advisory Services, Inc.Smart money
Some overlap · 8 shared positions
$COP$CF$DVN$APA$EOG$CCZ
$195M
48 positions
#7Disciplined Equity Management, Inc.Active
Some overlap · 6 shared positions
$T$DOW$OKE$PFH$BBY$CF
$199M
44 positions
#8PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 5 shared positions
$KLAC$COP$BMY$FDX$TMO
$127.0B
320 positions
#9CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 6 shared positions
$COP$HPE$BMY$DVN$PFH$BBY
$1.4B
178 positions
#10Navis Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$KLAC$OKE$FDX
$196M
175 positions
#11Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DVN$DELL$T$HPE$OKE
$151M
135 positions
#12EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$T$COP$BMY$FDX$CCZ
$1.4B
56 positions
#13ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 7 shared positions
$DVN$COP$EOG$OKE$CF$APA
$863M
54 positions
#14Skyview Financial Group LLC
Some overlap · 4 shared positions
$KLAC$TMO$PWR$BMY
$97M
57 positions
#15Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$HPE$OKE$BMY$BBY$ES$IBM
$223M
109 positions
#16Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$DVN$EOG$BMY$PFH$CF
$200M
53 positions
#17Garner Asset Management CorpPassive
Some overlap · 6 shared positions
$T$COP$OKE$DELL$FDX$IBM
$255M
156 positions
#18Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$T$HPE$BMY$SNA$CCZ
$613M
247 positions
#19Castlefield Investment Partners LLPActive
Some overlap · 3 shared positions
$KLAC$SNA$TMO
$131M
35 positions
#20Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 6 shared positions
$KLAC$COP$TMO$PWR$WAB$AEP
$407M
601 positions
#21Lakewood Asset Management LLCPassive
Some overlap · 5 shared positions
$COP$HPE$BMY$APA$CF
$156M
107 positions
#22WINNOW WEALTH LLCPassive
Some overlap · 5 shared positions
$EOG$CF$SNA$CCZ$PHM
$130M
123 positions
#23Kendall Capital ManagementPassive
Some overlap · 4 shared positions
$KLAC$DELL$HPE$BMY
$488M
231 positions
#24Turas Capital Management LPActive
Some overlap · 5 shared positions
$COP$LYB$EOG$FDX$CF
$392M
37 positions
#251834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$COP$T$BMY$APA$ES
$801M
206 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.