13F Pro

Hedge Funds Similar to KENNEDY INVESTMENT GROUP

13F Portfolio OverlapQ3 2026KENNEDY INVESTMENT GROUP portfolio →
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Most similar hedge funds by 13F overlap

KENNEDY INVESTMENT GROUP is an institutional investor managing $311M across 148 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to KENNEDY INVESTMENT GROUP are Bluebird Wealth, MIROVA, Riggs Asset Managment, with shared positions in $VRT, $CRWD, $ETN, $C, $AXP, $PWR. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$VRT$CRWD$ETN$C$AXP
$115M
89 positions
#2MIROVAActive
Some overlap · 5 shared positions
$VRT$CRWD$PWR$VZ$CL
$2.7B
185 positions
#3Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$CRWD$VRT$ETN$C$AXP
$560M
132 positions
#4Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$VRT$CRWD$PWR$C
$224M
82 positions
#5PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$PWR$VRT$ETN$C$WFC
$776M
285 positions
#6Bouvel Investment Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$PWR$ETN
$433M
85 positions
#7PW Nova Financial Services LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$PWR$ETN
$491M
205 positions
#8LiftPoint Family Wealth Advisors LLCActive
Some overlap · 5 shared positions
$PWR$C$PEG$WFC$CEG
$148M
69 positions
#9Cunning Capital Partners, LPActive
Some overlap · 5 shared positions
$CRWD$PWR$WFC$CEG$AXP
$248M
55 positions
#10PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$CRWD$PWR$C$AXP$WFC
$443M
145 positions
#11SYCOMORE ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$VRT$PWR$ETN$CRWD
$917M
68 positions
#12ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$VRT$PWR$ETN$NVO
$2.3B
181 positions
#13ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 4 shared positions
$CRWD$PWR$ETN$C
$2.0B
158 positions
#14Rithm Capital Corp.Active
Some overlap · 4 shared positions
$VRT$PWR$ETN$CEG
$81M
38 positions
#15Mission Creek Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$VRT$PWR$ETN$CEG
$569M
231 positions
#16Traynor Capital Management, Inc.Active
Some overlap · 4 shared positions
$VRT$CRWD$NVO$PWR
$2.2B
369 positions
#17Directional Asset ManagementPassive
Some overlap · 4 shared positions
$NVO$CRWD$SYY$VZ
$124M
90 positions
#18Peloton Wealth StrategistsPassive
Some overlap · 3 shared positions
$NVO$VRT$C
$271M
91 positions
#19RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$NVO$CRWD$PWR
$540M
85 positions
#20Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$VRT$PWR$ETN$AXP
$119M
113 positions
#21Jackson Hole Capital Partners, LLC
Some overlap · 5 shared positions
$C$VRT$WFC$BP$VZ
$605M
313 positions
#22CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$PWR$ETN$WFC$VZ$AXP
$1.2B
153 positions
#23ABNER HERRMAN & BROCK LLCActive
Some overlap · 5 shared positions
$PWR$C$WFC$VZ$AXP
$1.0B
121 positions
#24Zweig-DiMenna Associates LLCPassive
Some overlap · 3 shared positions
$VRT$CRWD$PWR
$1.1B
70 positions
#25ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 3 shared positions
$VRT$CRWD$PWR
$4.4B
118 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.