What hedge funds are most similar to BKM Wealth Management, LLC?

The funds with the most similar 13F portfolios to BKM Wealth Management, LLC are Somerset, MATTERN, Stonebridge Financial Group, based on overlapping conviction holdings in the latest SEC filings.

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 BKM Wealth

13F Portfolio OverlapQ3 2026BKM Wealth portfolio →

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Most similar hedge funds by 13F overlap

BKM Wealth Management, LLC is an institutional investor managing $309M across 154 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BKM Wealth are Somerset, MATTERN, Stonebridge Financial Group, with shared positions in $ADI, $LIN, $BLK, $AMGN, $LHX, $LOW. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 12 shared positions

$ADI $LIN $BLK $AMGN $LHX $LOW

$354M

186 positions

#2MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 11 shared positions

$LIN $GWW $ADI $BLK $AMGN $LHX

$857M

166 positions

#3Stonebridge Financial Group, LLCPassive

Notable overlap · 11 shared positions

$ADI $LIN $NEE $GD $AMGN $LOW

$1.4B

275 positions

#4Kesler, Norman & Wride, LLCPassive

Notable overlap · 9 shared positions

$ADI $BLK $AMGN $LHX $NEE $GD

$631M

271 positions

#5BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 8 shared positions

$ADI $BLK $AMGN $LOW $GD $CB

$346M

113 positions

#6Nicholson Wealth Management Group, LLCPassive

Notable overlap · 9 shared positions

$ADI $GWW $LIN $AMGN $NEE $GD

$170M

111 positions

#7CFS Investment Advisory Services, LLCPassive

Notable overlap · 11 shared positions

$GWW $LIN $AMGN $NEE $CB $C

$1.5B

361 positions

#8MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Notable overlap · 10 shared positions

$LIN $NEE $GD $EMR $BLK $WEC

$277M

147 positions

#9PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Notable overlap · 9 shared positions

$ADI $LIN $LOW $BLK $NEE $WEC

$844M

219 positions

#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ADI $LIN $ASML $AMGN $LOW $NEE

$8.0B

1,334 positions

#11JGP Wealth Management, LLCActive

Notable overlap · 6 shared positions

$ADI $GWW $AMGN $LHX $LOW $NEE

$1.1B

242 positions

#12Cushing Capital Partners, LLCPassive

Notable overlap · 8 shared positions

$GWW $LIN $LOW $NEE $ADI $SPGI

$163M

113 positions

#13Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ADI $BLK $ASML $AMGN $NEE $MCD

$170M

61 positions

#14ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$ADI $LIN $ASML $EMR $CB $SPGI

$713M

97 positions

#15PFW Advisors LLCActive

Notable overlap · 10 shared positions

$NEE $BLK $SPGI $MCD $LIN $ADI

$337M

122 positions

#16LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive

Notable overlap · 7 shared positions

$BLK $LIN $AMGN $NEE $SPGI $CB

$155M

88 positions

#17Petros Family Wealth, LLCPassive

Notable overlap · 7 shared positions

$BLK $ADI $AMGN $LHX $LOW $EMR

$164M

134 positions

#18FULTON BREAKEFIELD BROENNIMAN LLCPassive

Notable overlap · 7 shared positions

$LIN $ASML $LOW $NEE $GD $GWW

$1.7B

208 positions

#19SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$ADI $BLK $GWW $NEE $MCD

$643M

215 positions

#20LS Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$BLK $GWW $LIN $EMR $CB $GD

$746M

128 positions

#21Brown Miller Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$LIN $ADI $NEE $LOW $CB $GD

$397M

204 positions

#22VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$BLK $AMGN $ADI $EMR $CB $MCD

$203M

58 positions

#23Randall & Associates Wealth ManagementActive

Notable overlap · 6 shared positions

$BLK $ADI $LIN $NEE $GD $WEC

$165M

54 positions

#24Financial & Tax Architects, LLCPassive

Some overlap · 7 shared positions

$ASML $LOW $NEE $GD $EMR $SPGI

$486M

109 positions

#25TICINO WEALTHPassive

Some overlap · 6 shared positions

$ADI $AMGN $LOW $MCD $BLK $GD

$324M

136 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.