How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to KORNITZER /KS

13F Portfolio OverlapQ1 2026KORNITZER /KS portfolio →

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Most similar hedge funds by 13F overlap

KORNITZER CAPITAL MANAGEMENT INC /KS is an institutional investor managing $4.6B across 505 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 KORNITZER /KS are William B. Walkup & Associates,, Brookmont, WealthTrust Axiom, with shared positions in $KMI, $COP, $VZ, $ALL, $ABT, $TFC. The full ranking of 25 similar funds is below.

#1William B. Walkup & Associates, Inc.Active

Notable overlap · 8 shared positions

$KMI $COP $VZ $ALL $ABT $TFC

$167M

163 positions

#2Brookmont Capital ManagementActive

Some overlap · 7 shared positions

$WM $COP $AJG $GILD $SHEL $ABT

$179M

59 positions

#3WealthTrust Axiom LLCPassive

Some overlap · 6 shared positions

$KMI $SLB $IBM $VZ $GILD $PFE

$406M

290 positions

#4SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$KMI $COP $IBM $VZ $PFE $TFC

$728M

79 positions

#5BCS Private Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$KMI $WM $IBM $VZ $NEM $KMB

$329M

186 positions

#6O'Domhnaill Enterprises, Inc.Passive

Some overlap · 8 shared positions

$WM $IBM $GILD $KO $GD $NEM

$124M

55 positions

#7Providence Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$WM $IBM $VZ $GILD $ALL $KO

$157M

80 positions

#8PENN DAVIS MCFARLAND INCActive

Some overlap · 8 shared positions

$KMI $WM $SHEL $VZ $KO $KMB

$1.0B

75 positions

#9Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$WM $IBM $COP $VZ $KO $GD

$245M

98 positions

#10Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$COP $IBM $VZ $ALL $KO $PFE

$308M

137 positions

#111834 INVESTMENT ADVISORS COPassive

Some overlap · 6 shared positions

$APA $COP $VZ $KMI $PFE $TFC

$801M

206 positions

#12EXCALIBUR MANAGEMENT CORPPassive

Some overlap · 7 shared positions

$IBM $VZ $GILD $KMI $KO $PFE

$278M

160 positions

#13Goodman Financial CorpPassive

Some overlap · 5 shared positions

$WM $COP $SLB $IBM $PFE

$582M

77 positions

#14Welch Group, LLCPassive

Some overlap · 7 shared positions

$IBM $AJG $VZ $PFE $KO $TFC

$2.7B

310 positions

#15Persium Advisors, LLCActive

Some overlap · 6 shared positions

$COP $IBM $VZ $PFE $ABT $GD

$127M

60 positions

#16FOUNDATION RESOURCE MANAGEMENT INCActive

Some overlap · 6 shared positions

$COP $APA $VZ $GILD $PFE $NEM

$889M

55 positions

#17LAWOOD & COPassive

Some overlap · 7 shared positions

$IBM $VZ $KO $COP $GILD $TFC

$108M

90 positions

#18apricus wealth, LLCPassive

Some overlap · 6 shared positions

$KMI $SLB $SHEL $PFE $NEM $KMB

$205M

120 positions

#19BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$IBM $COP $VZ $KO $SHEL $ABT

$199M

110 positions

#20OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 5 shared positions

$KMI $COP $VZ $IBM $TFC

$311M

318 positions

#21Center for Wealth Management AdvisoryActive

Some overlap · 6 shared positions

$COP $VZ $KO $PFE $ABT $GD

$139M

62 positions

#22SHRIER WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$WM $KO $VZ $SLB $ABT $GILD

$274M

131 positions

#23EDGAR LOMAX CO/VAActive

Some overlap · 6 shared positions

$COP $GILD $KO $PFE $ABT $GD

$1.4B

56 positions

#24CHILTON CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$COP $WM $SLB $GILD $AZN

$2.9B

658 positions

#25MEYER HANDELMAN COActive

Some overlap · 6 shared positions

$IBM $VZ $GILD $ALL $PFE $KMB

$3.2B

220 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.