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Hedge Funds Similar to KAVAR PARTNERS GROUP

13F Portfolio OverlapQ2 2026KAVAR PARTNERS GROUP portfolio →
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Most similar hedge funds by 13F overlap

KAVAR CAPITAL PARTNERS GROUP, LLC is an institutional investor managing $812M across 204 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 KAVAR PARTNERS GROUP are DB Fitzpatrick, Strategic Wealth Investment Group, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP, with shared positions in $TMO, $ORLY, $DHR, $DE, $SBUX, $LMT. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Notable overlap · 7 shared positions
$TMO$ORLY$DHR$DE$SBUX$LMT
$124M
100 positions
#2Strategic Wealth Investment Group, LLCPassive
Notable overlap · 7 shared positions
$TMO$ORLY$DHR$BX$EMR$UBER
$825M
104 positions
#3LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 7 shared positions
$TMO$DHR$ASML$SBUX$ABT$PM
$10.3B
565 positions
#4Ironvine Capital Partners, LLCActive
Some overlap · 5 shared positions
$TMO$ORLY$DHR$ASML$DE
$1.1B
57 positions
#5Harrington Investments, INCPassive
Some overlap · 6 shared positions
$TMO$SCHW$DE$SBUX$ASML$EMR
$206M
82 positions
#6Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 7 shared positions
$DHR$TMO$SBUX$ASML$EMR$ABT
$562M
84 positions
#7BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 5 shared positions
$TMO$SCHW$DE$SBUX$FDX
$6.8B
62 positions
#8Marietta Wealth Management, LLCActive
Some overlap · 7 shared positions
$TMO$DE$BX$SBUX$ASML$UBER
$971M
133 positions
#9ELLERSON GROUP INC /ADVPassive
Some overlap · 5 shared positions
$TMO$DHR$BX$FDX$ASML
$169M
64 positions
#10ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 4 shared positions
$TMO$ORLY$SBUX$ASML
$584M
366 positions
#11FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$TMO$DHR$SCHW$ABT
$22.1B
106 positions
#12Canoe Financial LPActive
Some overlap · 6 shared positions
$TMO$DHR$DE$LMT$EMR$PM
$8.1B
110 positions
#13Eldred Rock Partners, LLCActive
Some overlap · 5 shared positions
$TMO$DE$UL$ASML$EMR
$465M
29 positions
#14Mendel Money ManagementPassive
Some overlap · 4 shared positions
$TMO$DHR$DE$UBER
$273M
127 positions
#15Juno Financial Group LLCActive
Some overlap · 6 shared positions
$DHR$SCHW$DE$LMT$UBER$PM
$282M
73 positions
#16Lipe & DaltonPassive
Some overlap · 5 shared positions
$TMO$DHR$DE$LMT$EMR
$215M
94 positions
#17SUMMITRY LLCPassive
Some overlap · 5 shared positions
$TMO$SCHW$SBUX$EMR$UBER
$3.0B
340 positions
#18Allen Capital Group, LLCPassive
Some overlap · 6 shared positions
$SCHW$BX$DE$UL$ASML$ORLY
$1.2B
319 positions
#19Aureus Asset Management, LLCPassive
Some overlap · 5 shared positions
$TMO$SCHW$BX$ABT$STE
$1.6B
239 positions
#20L. Roy Papp & Associates, LLPPassive
Some overlap · 4 shared positions
$TMO$ORLY$EMR$WM
$951M
193 positions
#21JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$DHR$SCHW$BX$FDX$ASML
$612M
81 positions
#22GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 4 shared positions
$TMO$SCHW$BX$UBER
$92M
35 positions
#23Phraction Management LLCActive
Some overlap · 4 shared positions
$TMO$DHR$ASML$PM
$596M
66 positions
#24SOMERVILLE KURT FActive
Some overlap · 6 shared positions
$DHR$SCHW$ASML$ORLY$UBER$ABT
$419M
97 positions
#25Arrow Capital Pty LtdActive
Some overlap · 4 shared positions
$TMO$DHR$ASML$UBER
$118M
25 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.