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Hedge Funds Similar to KKM Financial

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

KKM Financial LLC is an institutional investor managing $730M across 169 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 KKM Financial are CCM INVESTMENT ADVISERS, CAMBIAR INVESTORS, Kultura, with shared positions in $KLAC, $MPC, $CB, $CRWD, $FCX, $WM. The full ranking of 25 similar funds is below.

#1CCM INVESTMENT ADVISERS LLCPassive
Notable overlap · 6 shared positions
$KLAC$MPC$CB$CRWD$FCX$WM
$1.3B
88 positions
#2CAMBIAR INVESTORS LLCActive
Some overlap · 6 shared positions
$DAL$MAS$ASML$CB$SYY$FDX
$2.3B
150 positions
#3Kultura Capital Management LPActive
Some overlap · 5 shared positions
$ASML$SPCX$PLTR$CRWD$FCX
$553M
66 positions
#4Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$NOW$CRWD$PLTR$FCX
$234M
81 positions
#5Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$KLAC$ASML$PLTR$CRWD$NOW
$228M
70 positions
#6KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ASML$PLTR$CRWD$KLAC$WM
$351M
166 positions
#7MADDEN SECURITIES CorpPassive
Some overlap · 5 shared positions
$ASML$PLTR$SPCX$CRWD$EPD
$360M
118 positions
#8Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$KLAC$PLTR$CRWD
$819M
339 positions
#9Elevated Private Wealth, LLCPassive
Some overlap · 5 shared positions
$ASML$CVS$CRWD$NOW$FDX
$106M
76 positions
#10Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$ASML$KLAC$CRWD$WM
$1.6B
184 positions
#11CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$ASML$PLTR$CVS$FCX
$78M
44 positions
#12Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CVS$CRWD$WM$DUK$KLAC
$297M
103 positions
#13United Capital Management of KS, Inc.Passive
Some overlap · 4 shared positions
$ASML$MPC$PLTR$DUK
$763M
98 positions
#14Everest Financial Group LLCPassive
Some overlap · 4 shared positions
$ASML$NOW$CRWD$DAL
$738M
208 positions
#15Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$KLAC$PLTR$NOW$CRWD
$269M
51 positions
#16Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$ASML$KLAC$CRWD$CB
$345M
111 positions
#17LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$ASML$CRWD$WM$DUK
$213M
124 positions
#18WOODARD & CO ASSET MANAGEMENT GROUP INC /ADVActive
Some overlap · 5 shared positions
$CVS$MPC$FCX$DUK$SPCX
$694M
172 positions
#19Knollwood Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$KLAC$CRWD$PLTR$NOW$EPD
$1.1B
270 positions
#20Hyperion Asset Management LtdActive
Some overlap · 4 shared positions
$ASML$PLTR$SPCX$NOW
$3.8B
20 positions
#21Peterson Wealth ServicesPassive
Some overlap · 4 shared positions
$ASML$PLTR$MPC$CB
$459M
245 positions
#22GUERRA PAN ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ASML$DAL$CRWD$NOW
$179M
118 positions
#23Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$PLTR$CRWD$EPD
$238M
149 positions
#24Shoker Investment Counsel, Inc.Active
Some overlap · 4 shared positions
$KLAC$MPC$EPD$DUK
$398M
113 positions
#25MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$DAL$NOW$CVS$FCX
$3.9B
80 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.