13F Pro

Hedge Funds Similar to CDKV

13F Portfolio OverlapQ2 2026CDKV portfolio →
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Most similar hedge funds by 13F overlap

CDKV HOLDINGS LLC is an institutional investor managing $128M across 276 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 CDKV are First Fiduciary Investment Counsel, Optimist Retirement Group, Hilton Head Partners, with shared positions in $PM, $LMT, $SO, $BX, $NVS, $PFE. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$PM$LMT$SO$BX$NVS$PFE
$529M
75 positions
#2Optimist Retirement Group LLCActive
Some overlap · 6 shared positions
$PM$MO$LMT$MMM$NVS$PFE
$259M
118 positions
#3Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$PM$MO$LMT$PWR
$185M
877 positions
#4GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$ABNB$PM$MO$SO$NVS
$2.3B
224 positions
#5Hayek Kallen Investment ManagementActive
Some overlap · 5 shared positions
$PM$MO$SO$NVS$PFE
$330M
97 positions
#6Altrius Capital Management IncPassive
Some overlap · 4 shared positions
$PM$MO$LMT$NVS
$526M
89 positions
#7Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$PM$MO$SO$PFE
$510M
228 positions
#8PARK CIRCLE CoActive
Some overlap · 4 shared positions
$PM$MO$BX$PFE
$117M
53 positions
#9High Point Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PM$SO$MO$WELL
$122M
250 positions
#10Papamarkou Wellner Asset Management inc.Passive
Some overlap · 4 shared positions
$PM$LMT$BX$MO
$159M
75 positions
#11RBO & CO LLCActive
Some overlap · 4 shared positions
$PM$MO$LMT$PFE
$628M
56 positions
#12VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 4 shared positions
$PM$MMM$BX$PFE
$213M
61 positions
#13Keystone Financial Planning, Inc.Active
Some overlap · 4 shared positions
$PM$MO$PFE$LMT
$404M
39 positions
#14MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 4 shared positions
$PM$MO$MMM$PCN
$130M
80 positions
#15O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$PM$MO$LMT
$125M
61 positions
#16Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PM$MO$LMT
$263M
373 positions
#17Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$PM$MO$LMT
$308M
171 positions
#18BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$PM$MO$LMT
$504M
136 positions
#19Prosperitas Financial LLCPassive
Some overlap · 3 shared positions
$PM$MO$LMT
$312M
103 positions
#20Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$PM$MO$LMT
$296M
60 positions
#21PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$PM$MO$BX$WELL
$441M
1,346 positions
#22P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$PM$MO$MMM$PFE
$133M
66 positions
#23Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$PM$SO$MO$WELL
$251M
74 positions
#24Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$PM$MO$SO
$182M
43 positions
#25Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$PM$MO$SO
$497M
948 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.