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Hedge Funds Similar to Kingdom Financial Group

13F Portfolio OverlapQ2 2026Kingdom Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Kingdom Financial Group LLC. is an institutional investor managing $391M across 855 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 Kingdom Financial Group are American State Bank (Iowa), Harrington Investments, Geneva Partners, with shared positions in $DELL, $STX, $ED, $PLD, $GD, $ITW. The full ranking of 25 similar funds is below.

#1American State Bank (Iowa)Passive
Some overlap · 5 shared positions
$DELL$STX$ED$PLD$GD
$247M
139 positions
#2Harrington Investments, INCPassive
Some overlap · 5 shared positions
$ITW$ED$PLD$EMR$DLR
$209M
80 positions
#3Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$STRL$DELL$STX$VRT
$334M
81 positions
#4Retireful, LLCPassive
Some overlap · 4 shared positions
$STRL$DELL$STX$VRT
$116M
86 positions
#5Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$CINF$ED$EMR$SJM$GD
$274M
79 positions
#6Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$STRL$DELL$EMR$VRT
$1.4B
101 positions
#7Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$WTRG$ITW$CINF$GD
$111M
62 positions
#8ONTARIO TEACHERS PENSION PLAN BOARDSmart money
Some overlap · 4 shared positions
$SPCX$ED$EXC$NI
$15.8B
60 positions
#9Sky Investment Group LLCPassive
Some overlap · 4 shared positions
$ITW$DELL$EMR$GD
$637M
146 positions
#10KOM Wealth Management Group, LLCActive
Some overlap · 4 shared positions
$ITW$DELL$WEC$GD
$201M
96 positions
#11DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$DELL$STX$IDA$SJM
$2.3B
170 positions
#12Left Brain Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DELL$STX$PLD$VRT
$332M
99 positions
#13REX Advisers, LLCPassive
Some overlap · 3 shared positions
$SPCX$DELL$VRT
$21M
41 positions
#14Verity & Verity, LLCActive
Some overlap · 4 shared positions
$DELL$CINF$PLD$WEC
$1.5B
139 positions
#15Triton Financial Group IncPassive
Some overlap · 4 shared positions
$DELL$CINF$EMR$DLR
$174M
99 positions
#16Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$CME$STX$ITW$EMR
$231M
125 positions
#17THOMAS STORY & SON LLCActive
Some overlap · 4 shared positions
$ITW$IDA$WEC$GD
$290M
53 positions
#18J. Safra Sarasin Holding AGPassive
Some overlap · 4 shared positions
$CME$ITW$EMR$EXC
$7.0B
800 positions
#19Loudon Investment Management, LLCPassive
Some overlap · 4 shared positions
$ITW$EMR$PLD$DLR
$204M
95 positions
#20ELEMENT CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SPCX$CME$DLR
$3.2B
72 positions
#21Somerset Trust CoPassive
Some overlap · 4 shared positions
$ITW$EMR$WEC$GD
$354M
186 positions
#22MRP Capital Investments, LLCPassive
Some overlap · 3 shared positions
$STRL$DELL$CME
$136M
223 positions
#23Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$CINF$ED$ITW$EMR$GD
$481M
125 positions
#24MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CME$PLD$WEC$GD
$233M
122 positions
#25Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$STX$ITW$EMR$GD
$134M
103 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.