How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Kinloch

13F Portfolio OverlapQ2 2026Kinloch portfolio →

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Most similar hedge funds by 13F overlap

Kinloch Capital, LLC is an institutional investor managing $274M across 79 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 Kinloch are Exeter Financial, Coston, McIsaac & Partners, Sound Financial Strategies Group, with shared positions in $TGT, $PEP, $AFL, $GD, $EMR, $TROW. The full ranking of 25 similar funds is below.

#1Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$TGT $PEP $AFL $GD $EMR $TROW

$261M

101 positions

#2Coston, McIsaac & PartnersPassive

Notable overlap · 7 shared positions

$MO $PM $NEE $PEP $ED $KMB

$497M

948 positions

#3Sound Financial Strategies Group, LLCActive

Notable overlap · 12 shared positions

$NEE $EMR $BEN $TROW $CHRW $NUE

$157M

121 positions

#4OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 8 shared positions

$CINF $PEP $SYY $ES $EMR $KMB

$2.7B

54 positions

#5PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

$NEE $NUE $ADP $AFL $EMR $SYY

$209M

54 positions

#6Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$MO $PM $TROW $O $KMB $CLX

$112M

63 positions

#7Wagner Wealth Management, CorpPassive

Notable overlap · 13 shared positions

$BEN $TGT $CINF $ADM $CAH $FRT

$124M

101 positions

#8Clark & Stuart, IncPassive

Notable overlap · 7 shared positions

$SJM $PEP $ADP $KMB $SYY $GPC

$159M

57 positions

#9DMKC Advisory Services, LLCActive

Notable overlap · 8 shared positions

$O $TGT $SYY $KMB $GPC $PEP

$530M

92 positions

#10Allied Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$TGT $O $KMB $SYY $PEP $GPC

$797M

110 positions

#11Kagan Cocozza Asset ManagementActive

Notable overlap · 6 shared positions

$TGT $ED $ADP $AFL $KMB $SYY

$160M

67 positions

#12Kennon-Green & Company, LLCActive

Notable overlap · 9 shared positions

$MO $PM $PEP $KVUE $KMB $GPC

$128M

41 positions

#13CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 7 shared positions

$SWK $KMB $EMR $SJM $GPC $TGT

$1.5B

184 positions

#14LMG Wealth Partners, LLCPassive

Notable overlap · 8 shared positions

$CAH $EMR $AFL $O $SYY $PEP

$626M

166 positions

#15Welch Group, LLCPassive

Notable overlap · 6 shared positions

$CINF $NEE $ED $EMR $KMB $PEP

$2.9B

326 positions

#16Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 6 shared positions

$CINF $AFL $GD $NEE $ADP $O

$111M

62 positions

#17Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$MO $TROW $O $PEP $ED

$249M

35 positions

#18Holowesko Partners Ltd.Active

Notable overlap · 6 shared positions

$SJM $PEP $KMB $KVUE $GD $AMCR

$395M

34 positions

#19InvesTrustPassive

Notable overlap · 6 shared positions

$PM $NUE $ADP $TGT $PEP $EMR

$260M

95 positions

#20Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$PM $NEE $GD $GPC $MO $TGT

$10.2B

208 positions

#21Keystone Financial Planning, Inc.Smart money

Notable overlap · 5 shared positions

$MO $PM $TROW $BEN $GPC

$388M

39 positions

#22Legacy Financial Strategies, LLCActive

Notable overlap · 6 shared positions

$CINF $AFL $ATO $NEE $ADP $NUE

$646M

152 positions

#23Guardian Wealth Advisors, LLCActive

Notable overlap · 10 shared positions

$CHRW $CAH $CINF $PEP $TGT $EMR

$200M

66 positions

#24VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$TGT $O $PEP $AFL $EMR

$201M

57 positions

#25EDMP, INC.Passive

Notable overlap · 6 shared positions

$MO $O $AFL $ES $PEP $SJM

$124M

70 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.