13F Pro

Hedge Funds Similar to KFG WEALTH

13F Portfolio OverlapQ3 2026KFG WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

KFG WEALTH MANAGEMENT, LLC is an institutional investor managing $922M across 217 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 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
$203M
117 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
120 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
$121M
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
$262M
158 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 INCSmart money
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
$116M
172 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
$1.5B
191 positions
#20Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$NEE$ETN$MCD$ECL$ANET$WM
$655M
539 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
199 positions
#24MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$NEE$AMGN$ECL$ASML$MCD$WM
$277M
147 positions
#25First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$NEE$AMGN$MCD$WM
$529M
75 positions

Compare KFG WEALTH’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 KFG WEALTH’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.