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Hedge Funds Similar to CKW FINANCIAL GROUP

13F Portfolio OverlapQ2 2026CKW FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

CKW FINANCIAL GROUP is an institutional investor managing $1.0B across 317 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 CKW FINANCIAL GROUP are Patrick Mauro Investment Advisor, BROADWATER, PICTET BANK & Ltd, with shared positions in $MCD, $ADP, $LIN, $VZ, $TXN, $C. The full ranking of 25 similar funds is below.

#1Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$MCD$ADP$LIN$VZ
$199M
38 positions
#2BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MCD$ADP$VZ
$138M
208 positions
#3PICTET BANK & TRUST LtdActive
Some overlap · 3 shared positions
$MCD$TXN$LIN
$93M
38 positions
#4Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$MCD$TXN$ADP
$108M
52 positions
#5BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 3 shared positions
$MCD$TXN$C
$263M
90 positions
#6Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$MCD$TXN$ADP$MRSH$LIN
$467M
118 positions
#7DEARBORN PARTNERS LLCPassive
Some overlap · 4 shared positions
$MCD$TXN$ADP$VZ
$1.8B
269 positions
#8Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$MCD$TXN$VZ
$497M
948 positions
#9SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MCD$ADP$VZ$DELL
$205M
55 positions
#10Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$MCD$TXN$ADP$LIN$VZ
$261M
101 positions
#11R.H. Investment Group, LLCActive
Some overlap · 3 shared positions
$MCD$ADP$VZ
$133M
47 positions
#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$TXN$VZ$C
$233M
122 positions
#13CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$MCD$TXN$VZ
$1.1B
157 positions
#14Innovative Wealth Building LLCSmart money
Some overlap · 3 shared positions
$MCD$TXN$VZ
$172M
84 positions
#15Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$MCD$TXN$C
$287M
33 positions
#16Newton One Investments LLCActive
Slight overlap · 3 shared positions
$MCD$ADP$VZ
$397M
146 positions
#17InvesTrustPassive
Slight overlap · 3 shared positions
$MCD$ADP$VZ
$260M
95 positions
#18CINCINNATI FINANCIAL CORPActive
Slight overlap · 3 shared positions
$MCD$ADP$MRSH
$5.2B
56 positions
#19BANQUE PICTET & CIE SAActive
Slight overlap · 3 shared positions
$MCD$TXN$LIN
$16.0B
330 positions
#20Catherine Avery Investment Management LLCPassive
Slight overlap · 3 shared positions
$MCD$VZ$C
$229M
166 positions
#21Widmann Financial Services, Inc.Passive
Slight overlap · 4 shared positions
$MCD$VZ$C$F
$186M
123 positions
#22Boit C F DavidPassive
Slight overlap · 3 shared positions
$MCD$ADP$LIN
$238M
85 positions
#23Kinsale Capital Group, Inc.Active
Slight overlap · 3 shared positions
$MCD$TXN$MRSH
$754M
41 positions
#24RD Lewis Holdings, Inc.Passive
Slight overlap · 3 shared positions
$MCD$LIN$VZ
$135M
88 positions
#25ROFFMAN MILLER ASSOCIATES INC /PA/Active
Slight overlap · 3 shared positions
$MCD$TXN$ADP
$1.9B
88 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.