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Hedge Funds Similar to Christensen, King & Associates Investment Services

13F Portfolio OverlapQ3 2026Christensen, King & Associates Investment Services portfolio →
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Most similar hedge funds by 13F overlap

Christensen, King & Associates Investment Services, Inc. is an institutional investor managing $276M across 121 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 Christensen, King & Associates Investment Services are Hubbell Strickland Wealth, NavPoint Financial, Pictet North America Advisors SA, with shared positions in $DOV, $MCD, $ABT, $PLTR, $IAU, $ITW. The full ranking of 25 similar funds is below.

#1Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$DOV$MCD$ABT$PLTR
$277M
87 positions
#2NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$DOV$IAU$PLTR$MCD
$283M
75 positions
#3Pictet North America Advisors SAActive
Some overlap · 3 shared positions
$DOV$IAU$MCD
$1.2B
189 positions
#4HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$MCD
$270M
156 positions
#5OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$DOV$IAU$ABT
$560M
145 positions
#6Vantage Point Financial LLCActive
Some overlap · 4 shared positions
$DOV$PLTR$MCD$IAU
$328M
188 positions
#7Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$MCD
$580M
134 positions
#8Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$DOV$IAU$MCD
$406M
308 positions
#9Foster Group, Inc.Active
Some overlap · 3 shared positions
$DOV$PLTR$MCD
$3.7B
316 positions
#10OneDigital Investment Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$MCD
$11.8B
1,573 positions
#11Wilson & Boucher Capital Management, LLCPassive
Some overlap · 3 shared positions
$DOV$ITW$ABT
$170M
121 positions
#12Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$MCD
$212M
171 positions
#13Ackerman Capital Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$IAU$MCD$ABT
$497M
120 positions
#14Catalyst Investment Management LLCActive
Some overlap · 3 shared positions
$DOV$IAU$WSM
$113M
74 positions
#15MATHER GROUP, LLC.Active
Some overlap · 4 shared positions
$DOV$MCD$ITW$ABT
$11.8B
2,251 positions
#16SECURITY NATIONAL BANK OF SO DAKPassive
Some overlap · 3 shared positions
$DOV$ITW$ABT
$217M
287 positions
#17Roger Wittlin Investment Advisory, LLCActive
Some overlap · 3 shared positions
$PLTR$IAU$DOV
$128M
46 positions
#18Financial Symmetry IncSmart money
Some overlap · 3 shared positions
$DOV$ABT$MCD
$313M
66 positions
#19Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$DOV$IAU$MCD$PLTR
$437M
707 positions
#20Rockline Wealth Management, LLCActive
Some overlap · 4 shared positions
$PLTR$ITW$MCD$DOV
$535M
108 positions
#21UNITED BANKActive
Some overlap · 4 shared positions
$DOV$ITW$MCD$ABT
$853M
130 positions
#22Andrews Advisory Associates, LLCActive
Some overlap · 3 shared positions
$DOV$IAU$MCD
$215M
84 positions
#23Sageworth Trust CoActive
Some overlap · 4 shared positions
$DOV$IAU$PLTR$ABT
$2.5B
127 positions
#24CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$DOV$MCD$ABT
$5.2B
56 positions
#25PLANNING DIRECTIONS INCActive
Some overlap · 3 shared positions
$DOV$MCD$PLTR
$216M
110 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.