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Hedge Funds Similar to King Wealth Group

13F Portfolio OverlapQ2 2026King Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

King Wealth Management Group is an institutional investor managing $914M across 176 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 King Wealth Group are Stelac Advisory Services, Sterling Investment Advisors, Ltd., Avalon Global Asset, with shared positions in $CRWD, $PH, $PLTR, $LMT, $BX, $TT. The full ranking of 25 similar funds is below.

#1Stelac Advisory Services LLCPassive
Some overlap · 3 shared positions
$CRWD$PH$PLTR
$537M
168 positions
#2Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$CRWD$LMT$PLTR$BX
$599M
225 positions
#3Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$CRWD$PH$PLTR
$917M
38 positions
#4WealthShield Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$TT$PH$MCD
$654M
379 positions
#5Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$PH$TT$MCD$PEP$UNP
$113M
58 positions
#6Juno Financial Group LLCActive
Some overlap · 4 shared positions
$CRWD$LMT$PEP$UNP
$282M
73 positions
#7Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$LMT$MCD$PLTR$BX
$405M
118 positions
#8OMC Financial Services LTDActive
Some overlap · 4 shared positions
$CRWD$LMT$MCD$UNP
$302M
61 positions
#9High Note Wealth, LLCPassive
Some overlap · 5 shared positions
$CRWD$LMT$PLTR$CI$UNP
$586M
959 positions
#10Rydar Equities, Inc.Passive
Some overlap · 5 shared positions
$CRWD$LMT$MCD$PLTR$UNP
$178M
107 positions
#11Taylor Financial Group, Inc.Active
Some overlap · 5 shared positions
$PH$LMT$PLTR$PEP$BX
$182M
103 positions
#12KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PH$CRWD$PLTR$LMT$UNP
$351M
166 positions
#13Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$CRWD$LMT$MCD
$358M
74 positions
#14Nikulski Financial, Inc.Passive
Some overlap · 4 shared positions
$CRWD$MCD$LMT$PLTR
$464M
180 positions
#15First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$PH$MCD$LMT$PEP
$1.4B
73 positions
#16RHL GROUP, LLCActive
Some overlap · 3 shared positions
$CRWD$TT$UNP
$120M
271 positions
#17Renaissance Investment Group LLCPassive
Some overlap · 3 shared positions
$CRWD$TT$UNP
$508M
84 positions
#18Lynch Asset Management, Inc.Smart money
Some overlap · 3 shared positions
$CRWD$TT$CI
$366M
52 positions
#19FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 4 shared positions
$PH$LMT$PEP$UNP
$383M
74 positions
#20Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$CRWD$PLTR$MCD
$808M
1,245 positions
#21Processus Wealth & Capital Management, LLCActive
Some overlap · 3 shared positions
$CRWD$PLTR$PEP
$169M
35 positions
#22Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$PH$TT$PEP$UNP
$253M
63 positions
#23Essential Investment Partners LLCPassive
Some overlap · 4 shared positions
$CRWD$LMT$PEP$BX
$125M
312 positions
#24Valtrion Capital Management, LLCActive
Some overlap · 3 shared positions
$CRWD$MCD$BX
$134M
103 positions
#25Westhampton Capital, LLCPassive
Some overlap · 4 shared positions
$PH$LMT$TT$PEP
$241M
131 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.