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Hedge Funds Similar to Kingsman Wealth

13F Portfolio OverlapQ3 2026Kingsman Wealth portfolio →
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Most similar hedge funds by 13F overlap

Kingsman Wealth Management, Inc. is an institutional investor managing $224M across 82 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 Kingsman Wealth are RH Tailwind, Parkway Wealth Group, NAVELLIER & ASSOCIATES, with shared positions in $HWM, $PLTR, $PWR, $VRT, $MS, $STX. The full ranking of 25 similar funds is below.

#1RH Tailwind Management, LLCPassive
Notable overlap · 5 shared positions
$HWM$PLTR$PWR$VRT$MS
$1.0B
58 positions
#2Parkway Wealth Management Group, LLCActive
Notable overlap · 4 shared positions
$STX$HWM$PLTR$DELL
$869M
144 positions
#3NAVELLIER & ASSOCIATES INCPassive
Notable overlap · 5 shared positions
$STX$HWM$PWR$VRT$PLTR
$1.3B
322 positions
#4Williamson Legacy Group, LLCPassive
Notable overlap · 5 shared positions
$STX$HWM$VRT$C$GLW
$201M
75 positions
#5LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$HWM$STX$PWR$GLW$MS
$320M
82 positions
#6AGP FRANKLIN, LLCPassive
Some overlap · 6 shared positions
$PLTR$C$CRWD$GLW$NUE$BA
$231M
93 positions
#7VMS Asset Management LimitedActive
Some overlap · 5 shared positions
$STX$VRT$CRWD$GLW$DELL
$264M
32 positions
#8CHAPIN DAVIS, INC.Passive
Some overlap · 5 shared positions
$STX$HWM$DELL$NUE$NEE
$520M
258 positions
#9Markin Volterra Fund LPActive
Some overlap · 7 shared positions
$STX$VRT$PLTR$CRWD$GLW$PWR
$147M
69 positions
#10PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$STX$HWM$VRT$CRWD$GLW$DELL
$389M
77 positions
#11Geneva Partners, LLCPassive
Some overlap · 6 shared positions
$STX$VRT$GLW$HWM$DELL$PWR
$334M
81 positions
#12Keystone Financial GroupPassive
Some overlap · 4 shared positions
$STX$PLTR$BA$CRWD
$1.7B
567 positions
#13ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$HWM$VRT$CRWD$PLTR
$551M
40 positions
#14Aragon Global Management, LPActive
Some overlap · 4 shared positions
$STX$PLTR$VRT$MS
$264M
23 positions
#15Dedeker Financial LLCActive
Some overlap · 3 shared positions
$STX$PLTR$CRWD
$176M
56 positions
#16Clarus Wealth AdvisorsActive
Some overlap · 5 shared positions
$PLTR$PWR$C$VRT$NEE
$275M
86 positions
#17KERR FINANCIAL PLANNING CorpPassive
Some overlap · 6 shared positions
$PLTR$CRWD$VRT$GLW$DELL$C
$90M
545 positions
#18Owen LaRue, LLCPassive
Some overlap · 5 shared positions
$PLTR$C$CRWD$GLW$MS
$288M
141 positions
#19Corient IA LLCPassive
Some overlap · 5 shared positions
$HWM$PWR$PLTR$CRWD$GLW
$108M
249 positions
#20Menard Financial Group LLCActive
Some overlap · 5 shared positions
$PLTR$PWR$CRWD$C$DELL
$184M
80 positions
#21Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$PLTR$C$CRWD$VRT$GLW
$560M
132 positions
#22JOHNSTON ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$HWM$VRT$C
$2.9B
77 positions
#23AFFINITY WEALTH MANAGEMENT LLCActive
Some overlap · 4 shared positions
$STX$PLTR$DELL$SO
$776M
113 positions
#24PVG ASSET MANAGEMENT CORPPassive
Some overlap · 4 shared positions
$HWM$C$PLTR$GLW
$147M
126 positions
#25Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$PWR$VRT$GLW
$119M
113 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.