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Hedge Funds Similar to KFG WEALTH

13F Portfolio OverlapQ2 2026KFG WEALTH portfolio →
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Most similar hedge funds by 13F overlap

KFG WEALTH MANAGEMENT, LLC is an institutional investor managing $886M across 225 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 KFG WEALTH are BDFS, Hamilton Point Investment Advisors, Mission Creek Partners, with shared positions in $NEE, $ETN, $CL, $ECL, $ASML, $ANET. The full ranking of 25 similar funds is below.

#1BDFS Capital LLCActive
Some overlap · 8 shared positions
$NEE$ETN$CL$ECL$ASML$ANET
$230M
116 positions
#2Hamilton Point Investment Advisors, LLCPassive
Some overlap · 6 shared positions
$AMGN$NEE$ETN$CL$ASML$WM
$710M
193 positions
#3Mission Creek Capital Partners, Inc.Passive
Some overlap · 8 shared positions
$PWR$ETN$ECL$ASML$NEE$AMGN
$569M
231 positions
#4Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$NEE$AMGN$ETN$ASML$MCD$SYK
$170M
61 positions
#5AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 5 shared positions
$NEE$AMGN$ETN$CL$ECL
$1.6B
118 positions
#6StrongBox Wealth, LLCPassive
Some overlap · 5 shared positions
$AMGN$NEE$ETN$CL$ASML
$351M
267 positions
#7DB Fitzpatrick & Co, IncActive
Some overlap · 6 shared positions
$AMGN$PWR$ETN$ECL$WM$SYK
$124M
100 positions
#8OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$AMGN$NEE$ETN$ECL
$329M
323 positions
#9BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$AMGN$NEE$ETN$ASML$WM
$8.0B
1,334 positions
#10Haverford Trust CoActive
Some overlap · 6 shared positions
$NEE$ETN$ASML$MCD$SYK$WM
$11.6B
424 positions
#11Robbins FarleyPassive
Some overlap · 5 shared positions
$NEE$PWR$ETN$ECL$ANET
$260M
157 positions
#12HFR Wealth Management, LLCActive
Some overlap · 5 shared positions
$AMGN$NEE$WM$TSCO$ETN
$410M
53 positions
#13Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$NEE$AMGN$ETN$MCD$WM
$227M
73 positions
#14FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$NEE$AMGN$ETN$MCD
$5.3B
210 positions
#15OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$AMGN$NEE$MCD$WM
$183M
31 positions
#16Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$AMGN$NEE$MCD$CL
$229M
166 positions
#17Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$CL$ECL$MCD$SYK
$1.1B
204 positions
#18ST GERMAIN D J CO INCPassive
Some overlap · 4 shared positions
$NEE$AMGN$ASML$ETN
$2.8B
914 positions
#19NIXON PEABODY TRUST COActive
Some overlap · 6 shared positions
$PWR$ETN$NEE$ASML$ANET$SYK
$1.4B
177 positions
#20Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$NEE$ETN$MCD$ECL$ANET$WM
$686M
532 positions
#21CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 5 shared positions
$AMGN$NEE$ECL$MCD$SYK
$1.2B
203 positions
#22Integras Partners LLCPassive
Some overlap · 5 shared positions
$AMGN$CL$NEE$MCD$PWR
$181M
100 positions
#23Sawyer & Company, IncPassive
Some overlap · 5 shared positions
$AMGN$ETN$ECL$MCD$ANET
$298M
202 positions
#24MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$NEE$AMGN$ECL$ASML$MCD$WM
$272M
149 positions
#25First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$NEE$AMGN$MCD$WM
$529M
75 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.