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Hedge Funds Similar to KLCM Advisors

13F Portfolio OverlapQ2 2026KLCM Advisors portfolio →
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Most similar hedge funds by 13F overlap

KLCM Advisors, Inc. is an institutional investor managing $1.3B across 299 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 KLCM Advisors are SOUND SHORE, Hillman, CANTOR FITZGERALD INVESTMENT ADVISORS, with shared positions in $BA, $C, $UPS, $QCOM, $WFC, $ZBH. The full ranking of 25 similar funds is below.

#1SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 8 shared positions
$BA$C$UPS$QCOM$WFC$ZBH
$3.2B
40 positions
#2Hillman Capital Management, Inc.Passive
Notable overlap · 8 shared positions
$BA$UPS$IFF$BMY$NKE$ZBH
$138M
54 positions
#3CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 8 shared positions
$UPS$IFF$WFC$KMB$BMY$TFC
$1.5B
184 positions
#4STALEY CAPITAL ADVISERS INCActive
Notable overlap · 6 shared positions
$BA$C$QCOM$IFF$DIS$DOW
$2.6B
193 positions
#5Econ Financial Services CorpPassive
Notable overlap · 6 shared positions
$BA$UPS$IFF$KMB$DOW$LUV
$214M
72 positions
#6Collar Capital Management, LLCPassive
Notable overlap · 5 shared positions
$C$UPS$QCOM$BA$DOW
$170M
73 positions
#7MASTERS CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$C$BA$UPS$BMY
$3.9B
80 positions
#8Palouse Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$C$UPS$QCOM$BA$DIS
$160M
124 positions
#9EQUITY INVESTMENT CORPActive
Notable overlap · 7 shared positions
$UPS$WFC$TFC$NKE$DG$ZBH
$5.2B
76 positions
#10Catherine Avery Investment Management LLCPassive
Notable overlap · 5 shared positions
$C$UPS$BMY$TFC$BBY
$229M
166 positions
#11Leith Wheeler Investment Counsel Ltd.Active
Notable overlap · 6 shared positions
$QCOM$IFF$WFC$NKE$LPX$DIS
$1.3B
85 positions
#12CONTINENTAL ADVISORS LLCActive
Notable overlap · 5 shared positions
$C$WFC$BMY$TFC$ZBH
$237M
50 positions
#13Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$BA$QCOM$WFC$C$DIS
$330M
73 positions
#14Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$C$UPS$QCOM$TFC
$10.2B
208 positions
#15Hedges Asset Management LLCPassive
Some overlap · 6 shared positions
$BA$UPS$WFC$GT$DOW$LUV
$152M
108 positions
#16Signature Wealth Management Group
Some overlap · 6 shared positions
$UPS$KMB$BMY$TFC$BA$NKE
$263M
128 positions
#17Spectrum Financial Alliance Ltd LLCActive
Some overlap · 3 shared positions
$C$BA$QCOM
$679M
31 positions
#18CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$C$BA$UPS$DIS
$200M
76 positions
#191834 INVESTMENT ADVISORS COPassive
Some overlap · 7 shared positions
$BMY$TFC$QCOM$C$DG$APA
$883M
211 positions
#20SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$WFC$TFC$NKE$USB
$606M
79 positions
#21DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$BA$WFC$C$KMB$USB
$530M
92 positions
#22PZENA INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$C$WFC$BMY$DG$DOW
$34.1B
161 positions
#23Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$C$WFC$KMB$BMY$UPS
$882M
88 positions
#24Sather Financial Group IncActive
Some overlap · 5 shared positions
$BA$QCOM$NKE$DG$WFC
$1.7B
121 positions
#25Cambridge Financial Group, Inc.Active
Some overlap · 4 shared positions
$C$BA$LUV$BBY
$287M
33 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.