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Hedge Funds Similar to KFA Private Wealth Group

13F Portfolio OverlapQ3 2026KFA Private Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

KFA Private Wealth Group, LLC is an institutional investor managing $425M across 157 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 KFA Private Wealth Group are Kennon-Green & Company, BENEDICT FINANCIAL ADVISORS, TOEWS, with shared positions in $MO, $MDLZ, $PM, $MCD, $DOV, $AXP. The full ranking of 25 similar funds is below.

#1Kennon-Green & Company, LLCActive
Notable overlap · 4 shared positions
$MO$MDLZ$PM$MCD
$131M
42 positions
#2BENEDICT FINANCIAL ADVISORS INCPassive
Notable overlap · 7 shared positions
$MO$PM$MCD$DOV$AXP$LMT
$504M
136 positions
#3TOEWS CORP /ADVActive
Notable overlap · 7 shared positions
$MO$PM$MDLZ$MAR$C$GLW
$686M
151 positions
#4Ridgepath Capital Management LLCActive
Notable overlap · 5 shared positions
$MO$MDLZ$PM$GLW$DOV
$227M
54 positions
#5Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 4 shared positions
$MO$MDLZ$PM$NSC
$182M
43 positions
#6HUTNER CAPITAL MANAGEMENT INCActive
Notable overlap · 6 shared positions
$MO$PM$MCD$NSC$AXP$SHW
$252M
43 positions
#7Holland Advisory Services, Inc.Active
Notable overlap · 4 shared positions
$MO$MDLZ$PM$MCD
$96M
50 positions
#8Verus Financial Partners, Inc.Smart money
Notable overlap · 5 shared positions
$MO$PM$NSC$DOV$GLW
$1.2B
127 positions
#9SIMA Wealth Partners, LLCActive
Some overlap · 4 shared positions
$MO$PM$MCD$NSC
$143M
138 positions
#10CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$MDLZ$PM$MCD$ADP$NSC$DOV
$5.2B
56 positions
#11SAYBROOK CAPITAL /NCActive
Some overlap · 5 shared positions
$SHW$MDLZ$ADP$NSC$AXP
$403M
43 positions
#12Cedar Wealth Management, LLCActive
Some overlap · 3 shared positions
$MO$MDLZ$PM
$389M
92 positions
#13RBO & CO LLCActive
Some overlap · 5 shared positions
$MDLZ$PM$MCD$MO$LMT
$628M
56 positions
#14Graver Capital Management, LLCSmart money
Some overlap · 3 shared positions
$MO$PM$MCD
$140M
26 positions
#15Salomon & Ludwin, LLCPassive
Some overlap · 5 shared positions
$MO$PM$MCD$DOV$NSC
$1.2B
2,116 positions
#16Keystone Financial Planning, Inc.Active
Some overlap · 4 shared positions
$MO$PM$MCD$LMT
$404M
39 positions
#17First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$MDLZ$PM$MCD$MAR$LMT
$529M
75 positions
#18Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$MO$PM$MCD$DOV
$497M
948 positions
#19Investmark Advisory Group LLCPassive
Some overlap · 4 shared positions
$MO$PM$LMT$MDLZ
$308M
171 positions
#20Vermillion & White Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$MO$PM$DOV
$198M
69 positions
#21PROMETHIUM ADVISORS,LLCPassive
Some overlap · 4 shared positions
$MO$MCD$MAR$AXP
$203M
118 positions
#22Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$MO$PM$MCD
$116M
65 positions
#23Henshaw Capital LLCActive
Some overlap · 6 shared positions
$ADP$MCD$MAR$DOV$C$AXP
$3.1B
160 positions
#24WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 5 shared positions
$MO$PM$NSC$MAR$GLW
$97M
110 positions
#25Patrick Mauro Investment Advisor, INC.Active
Some overlap · 6 shared positions
$MDLZ$MCD$ADP$LMT$DOV$GLW
$199M
38 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.