How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Kendall

13F Portfolio OverlapQ2 2026Kendall portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Kendall Capital Management is an institutional investor managing $600M across 236 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 Kendall are Gunderson, FORTEM FINANCIAL GROUP, VISTA INVESTMENT PARTNERS II, with shared positions in $DELL, $KLAC, $CLS, $CMI, $FHI, $COR. The full ranking of 25 similar funds is below.

#1Gunderson Capital Management Inc.Active

Notable overlap · 3 shared positions

$DELL $KLAC $CLS

$370M

52 positions

#2FORTEM FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$DELL $KLAC $CMI

$490M

188 positions

#3VISTA INVESTMENT PARTNERS II, LLCPassive

Notable overlap · 5 shared positions

$KLAC $DELL $FHI $COR $TNL

$255M

160 positions

#4Cunning Capital Partners, LPActive

Notable overlap · 4 shared positions

$KLAC $DELL $CLS $MCK

$248M

55 positions

#5VISTA INVESTMENT PARTNERS LLCPassive

Notable overlap · 5 shared positions

$KLAC $DELL $FHI $COR $TNL

$397M

172 positions

#6BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 3 shared positions

$DELL $KLAC $CMI

$1.7B

401 positions

#7BRUNI J V & CO /COActive

Notable overlap · 3 shared positions

$DELL $NXST $EQH

$1.1B

33 positions

#8Titan Investment Management LLCActive

Notable overlap · 3 shared positions

$DELL $BMY $MCK

$135M

38 positions

#9McKinney Capital Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $DELL $HPE $BMY

$254M

87 positions

#10Guild Investment Management, Inc.Passive

Notable overlap · 3 shared positions

$DELL $NXST $KLAC

$146M

59 positions

#11FOSTER & MOTLEY INCActive

Notable overlap · 8 shared positions

$DELL $CMI $AVT $HPE $TNL $NXST

$2.2B

405 positions

#12Lifeworks Advisors, LLCPassive

Some overlap · 3 shared positions

$DELL $HPE $CMI

$955M

337 positions

#13Steamboat Capital Partners, LLCPassive

Some overlap · 3 shared positions

$DELL $ACMR $VCTR

$468M

59 positions

#14OAKTOP CAPITAL MANAGEMENT II, L.P.Smart money

Some overlap · 3 shared positions

$KLAC $DELL $BMY

$2.4B

14 positions

#15Cornerstone Investment Partners, LLCActive

Some overlap · 5 shared positions

$KLAC $CMI $COR $MCK $ACMR

$3.0B

312 positions

#16DELPHI MANAGEMENT INC /MA/Passive

Some overlap · 5 shared positions

$KLAC $DELL $ARW $NXST $EXPE

$102M

83 positions

#17EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 4 shared positions

$KLAC $CMI $COR $MCK

$808M

156 positions

#18Traub Capital Management LLCPassive

Some overlap · 3 shared positions

$DELL $ARW $BMY

$112M

132 positions

#19Close Asset Management LtdActive

Some overlap · 5 shared positions

$KLAC $CLS $COR $MCK $EQH

$3.8B

269 positions

#20KIECKHEFER GROUP LLCSmart money

Some overlap · 3 shared positions

$DELL $BWA $MCK

$246M

65 positions

#21INVESTMENT HOUSE LLCPassive

Some overlap · 3 shared positions

$DELL $CMI $EXPE

$2.2B

220 positions

#22MWA Asset ManagementPassive

Some overlap · 3 shared positions

$DELL $CMI $KLAC

$221M

129 positions

#23Seed Wealth Management, Inc.Active

Some overlap · 3 shared positions

$DELL $MCK $GSK

$158M

100 positions

#24Horizon Investment Services, LLCPassive

Some overlap · 4 shared positions

$KLAC $DELL $ENVA $EXPE

$360M

143 positions

#25MorganRosel Wealth Management, LLCActive

Some overlap · 5 shared positions

$KLAC $BWA $VCTR $JXN $MCK

$296M

104 positions

Compare Kendall’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Kendall’s holdings

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.