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Hedge Funds Similar to KDT Advisors

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

KDT Advisors, LLC is an institutional investor managing $72M across 73 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 KDT Advisors are Stokes Advisors, BENEDICT FINANCIAL ADVISORS, SPRING, with shared positions in $UNP, $QCOM, $MCD, $NEE, $ADP, $OKE. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$UNP$QCOM$MCD$NEE$ADP$OKE
$467M
118 positions
#2BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 5 shared positions
$GLW$PM$QCOM$MCD$MO
$515M
142 positions
#3SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 8 shared positions
$QCOM$ADP$APD$MCD$NEE$PEP
$205M
55 positions
#4WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 5 shared positions
$GLW$UNP$PM$MO$OKE
$97M
110 positions
#5Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$UNP$APD$MCD$QCOM$PEP$ADP
$108M
52 positions
#6Winthrop Partners - WNY, LLCPassive
Some overlap · 5 shared positions
$GLW$UNP$APD$NEE$PM
$202M
87 positions
#7RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$GLW$QCOM$MCD$NEE$VLO
$1.1B
90 positions
#8VALICENTI ADVISORY SERVICES INCActive
Some overlap · 6 shared positions
$GLW$MCD$UNP$PEP$AZN$PM
$530M
83 positions
#9MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$UNP$PM$MCD$OKE$RIO$PEP
$233M
122 positions
#10Boit C F DavidPassive
Some overlap · 6 shared positions
$GLW$QCOM$ADP$MCD$PEP$UNP
$238M
85 positions
#11InvesTrustPassive
Some overlap · 6 shared positions
$PM$ADP$APD$MCD$OKE$PEP
$260M
95 positions
#12Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$GLW$ADP$NEE$UNP$PEP
$239M
126 positions
#13First Long Island Investors, LLCActive
Some overlap · 6 shared positions
$PM$QCOM$ADP$NEE$MCD$PEP
$1.4B
73 positions
#14AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GLW$PM$MO$PEP$VLO
$745M
184 positions
#15Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$GLW$QCOM$ADP$PM
$596M
127 positions
#16VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$GLW$QCOM$NEE$MO$PEP
$1.1B
146 positions
#17Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$UNP$PM$APD$OKE$ANET$PLTR
$1.1B
215 positions
#18NovaPoint Capital, LLCPassive
Some overlap · 4 shared positions
$GLW$UNP$APD$PEP
$481M
161 positions
#19Kennebec Savings BankPassive
Some overlap · 7 shared positions
$UNP$MCD$PM$PEP$ADP$NEE
$125M
284 positions
#20SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 6 shared positions
$UNP$ADP$APD$MCD$PEP$NEE
$1.8B
176 positions
#21TrueMark Investments, LLCPassive
Some overlap · 6 shared positions
$PM$UNP$NEE$MO$RIO$PEP
$798M
187 positions
#22Werlinich Asset Management, LLCActive
Some overlap · 4 shared positions
$GLW$UNP$ADP$ANET
$262M
58 positions
#23CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$PM$QCOM$MCD$ADP$APD$VLO
$5.2B
56 positions
#24LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$GLW$PM$APD$MO
$17.5B
169 positions
#25JACOBS & CO/CAPassive
Some overlap · 6 shared positions
$UNP$QCOM$MCD$GLW$ADP$PEP
$1.2B
134 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.