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Hedge Funds Similar to Kelman-Lazarov

13F Portfolio OverlapQ2 2026Kelman-Lazarov portfolio →
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Most similar hedge funds by 13F overlap

Kelman-Lazarov, Inc. is an institutional investor managing $763M across 154 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 Kelman-Lazarov are CDM FINANCIAL COUNSELING SERVICES, Carlton Hofferkamp & Jenks Wealth, Fi3 FINANCIAL ADVISORS, with shared positions in $MDY, $YUM, $NSC, $AXP, $PM, $FDX. The full ranking of 25 similar funds is below.

#1CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 5 shared positions
$MDY$YUM$NSC$AXP$PM
$116M
77 positions
#2Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MDY$FDX$AMGN$PEP$DIS
$310M
144 positions
#3Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MDY$FDX$AXP$QCOM$DIS
$418M
232 positions
#4Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$MDY$FDX$AMGN$FDXF
$1.1B
154 positions
#5LCM Capital Management IncActive
Some overlap · 5 shared positions
$MDY$YUM$PEP$QCOM$DIS
$230M
129 positions
#6MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 4 shared positions
$MDY$FDX$NSC$QCOM
$466M
250 positions
#7Hopwood Financial Services, Inc.Active
Some overlap · 5 shared positions
$MDY$AXP$AMGN$PEP$QCOM
$173M
92 positions
#81ST SOURCE BANKActive
Some overlap · 4 shared positions
$MDY$NSC$AXP$PEP
$2.2B
289 positions
#9Junk Investment Group, LLCActive
Some overlap · 5 shared positions
$MDY$AXP$AMGN$QCOM$DIS
$226M
97 positions
#10VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MDY$NSC$AMGN$PEP
$142M
108 positions
#11WADDELL & ASSOCIATES, LLCActive
Some overlap · 3 shared positions
$MDY$FDX$FDXF
$2.0B
545 positions
#12Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$MDY$AXP$AMGN$PEP
$582M
183 positions
#13Henshaw Capital LLCActive
Some overlap · 3 shared positions
$MDY$FDX$AXP
$3.1B
160 positions
#14WealthSpring Partners, LLCActive
Some overlap · 4 shared positions
$MDY$AXP$AMGN$DIS
$116M
71 positions
#15BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 4 shared positions
$MDY$AXP$PEP$QCOM
$371M
394 positions
#16CUMBERLAND ADVISORS INCActive
Some overlap · 3 shared positions
$MDY$FDX$DIS
$284M
49 positions
#17UNION SAVINGS BANKActive
Some overlap · 3 shared positions
$MDY$NSC$PEP
$249M
322 positions
#18Emprise BankActive
Slight overlap · 4 shared positions
$MDY$YUM$PM$PEP
$271M
109 positions
#19Crescent Sterling, Ltd.Passive
Slight overlap · 4 shared positions
$MDY$AMGN$PEP$QCOM
$112M
85 positions
#20St. Johns Investment Management Company, LLCPassive
Slight overlap · 4 shared positions
$MDY$AXP$AMGN$QCOM
$264M
201 positions
#21CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Slight overlap · 4 shared positions
$MDY$PM$PEP$DIS
$165M
92 positions
#22Capital Wealth Planning, LLCActive
Slight overlap · 5 shared positions
$FDX$NSC$AXP$AMGN$FDXF
$20.0B
154 positions
#23MB, LEVIS & ASSOCIATES, LLCPassive
Slight overlap · 6 shared positions
$FDX$NSC$AMGN$PEP$QCOM$FDXF
$271M
254 positions
#24LETSON INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 6 shared positions
$NSC$YUM$AXP$AMGN$PM$PEP
$273M
104 positions
#25IFG Advisors, LLCActive
Slight overlap · 4 shared positions
$MDY$AXP$PM$DIS
$725M
165 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.