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 Kintegral Advisory

13F Portfolio OverlapQ3 2026Kintegral Advisory portfolio →

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Most similar hedge funds by 13F overlap

Kintegral Advisory, LLC is an institutional investor managing $1.3B across 233 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 Kintegral Advisory are Stokes Advisors, Principal Street Partners, CONNING, with shared positions in $MS, $GILD, $AXP, $TXN, $TT, $CB. The full ranking of 25 similar funds is below.

#1Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$MS $GILD $AXP $TXN $TT $CB

$455M

118 positions

#2Principal Street Partners, LLCPassive

Some overlap · 6 shared positions

$MS $GILD $TXN $AMGN $STT $BMY

$683M

277 positions

#3CONNING INC.Passive

Some overlap · 6 shared positions

$MS $GILD $BNY $AMGN $BLK $BMY

$3.3B

329 positions

#4GLOBALT Investments LLC / GAActive

Some overlap · 6 shared positions

$MS $TXN $AMGN $C $GILD $STT

$2.9B

212 positions

#5Harvest Investment Advisors, LLCActive

Some overlap · 6 shared positions

$MS $GILD $AMGN $STT $BLK $BMY

$202M

58 positions

#6L & S Advisors IncPassive

Some overlap · 5 shared positions

$MS $BNY $AXP $C $STT

$967M

236 positions

#7EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$MS $GILD $TXN $AMGN $BMY

$1.3B

58 positions

#8MFA Wealth ServicesPassive

Some overlap · 5 shared positions

$GILD $AXP $BNY $AMGN $C

$169M

133 positions

#9Richwood Investment Advisors, LLCActive

Some overlap · 5 shared positions

$MS $AXP $GILD $AMGN $C

$142M

106 positions

#10Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$MS $BNY $TXN $AMGN $AXP

$360M

73 positions

#11BAILARD, INC.Passive

Some overlap · 6 shared positions

$MS $GILD $TT $AMGN $CB $BLK

$4.9B

746 positions

#12NatWest Group plcActive

Some overlap · 5 shared positions

$MS $GILD $AMGN $TT $MCO

$560M

48 positions

#13MEEDER ASSET MANAGEMENT INCPassive

Some overlap · 5 shared positions

$BNY $TXN $GILD $AMGN $STT

$2.0B

930 positions

#14Vista Private Wealth Partners. LLCActive

Some overlap · 6 shared positions

$TXN $AMGN $STT $GILD $C $BMY

$301M

90 positions

#15Vertrix Wealth Management, LLCPassive

Some overlap · 4 shared positions

$MS $BNY $AXP $AMGN

$292M

99 positions

#16Wynn Capital, LLCPassive

Some overlap · 5 shared positions

$BNY $AXP $AMGN $TXN $BLK

$226M

116 positions

#17EXCALIBUR MANAGEMENT CORPPassive

Some overlap · 6 shared positions

$GILD $AMGN $MS $AXP $C $BMY

$303M

175 positions

#18MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 4 shared positions

$MS $BNY $TXN $AMGN

$1.2B

100 positions

#19BankPlus Trust DepartmentActive

Some overlap · 5 shared positions

$TXN $AXP $MS $AMGN $C

$428M

470 positions

#20Knights of Columbus Asset Advisors LLCPassive

Some overlap · 5 shared positions

$BNY $MS $TXN $GILD $C

$2.0B

386 positions

#21Granite Group Advisors, LLCActive

Some overlap · 4 shared positions

$MS $BNY $TXN $AMGN

$158M

78 positions

#22Nexus Investment Management ULCActive

Some overlap · 4 shared positions

$MS $GILD $TXN $C

$808M

73 positions

#23ALBION FINANCIAL GROUP /UTPassive

Some overlap · 5 shared positions

$MS $TXN $AMGN $C $BLK

$1.8B

792 positions

#24Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$MS $BNY $TXN $C

$169M

77 positions

#25OmniStar Financial Group, Inc.Passive

Some overlap · 4 shared positions

$MS $GILD $BNY $BMY

$230M

116 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.