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Hedge Funds Similar to KMT WEALTH

13F Portfolio OverlapQ2 2026KMT WEALTH portfolio →
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Most similar hedge funds by 13F overlap

KMT WEALTH MANAGEMENT, LLC is an institutional investor managing $118M across 121 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 KMT WEALTH are Boomfish Wealth Group, STATE FARM MUTUAL AUTOMOBILE INSURANCE, LEGACY FINANCIAL INDEPENDENT ADVISORS, with shared positions in $ANET, $ASML, $FTNT, $LMT, $ITW, $MAR. The full ranking of 25 similar funds is below.

#1Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$ANET$ASML$FTNT$LMT
$220M
95 positions
#2STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 3 shared positions
$ITW$ASML$ANET
$146.1B
107 positions
#3LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MAR$ASML$LMT$AEE
$213M
124 positions
#4Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 3 shared positions
$MAR$ANET$ASML
$2.7B
206 positions
#5RESTON WEALTH MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$MAR$ANET$LMT
$371M
65 positions
#6Chronos Wealth Management, LLCActive
Some overlap · 3 shared positions
$ITW$ASML$LMT
$225M
38 positions
#7Liberty Capital Management, Inc.Passive
Some overlap · 4 shared positions
$ASML$ITW$FTNT$CTAS
$582M
184 positions
#8Front Row Advisors LLCPassive
Some overlap · 4 shared positions
$ASML$FTNT$ANET$ITW
$345M
576 positions
#9Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$ANET$MAR$FTNT
$181M
73 positions
#10WEATHERLY ASSET MANAGEMENT L. P.Active
Some overlap · 4 shared positions
$ASML$FTNT$ANET$LMT
$1.4B
188 positions
#11GUERRA PAN ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ANET$ASML$LMT
$179M
118 positions
#12Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$ANET$ASML$MP
$370M
52 positions
#13COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$ITW$MAR$CTAS
$1.7B
91 positions
#14Godfrey Financial Associates, Inc.Passive
Some overlap · 3 shared positions
$ANET$ASML$FTNT
$131M
1,090 positions
#15STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 3 shared positions
$ANET$ASML$CTAS
$918M
75 positions
#16CIM, LLCPassive
Some overlap · 3 shared positions
$ANET$ASML$CTAS
$773M
171 positions
#17WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$MAR$LMT$ASML
$1.3B
73 positions
#18SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 3 shared positions
$ANET$ASML$FTNT
$892M
299 positions
#19Biondo Investment Advisors, LLCActive
Some overlap · 3 shared positions
$ASML$ITW$LMT
$817M
89 positions
#20Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$MAR$ANET$LMT
$283M
103 positions
#21Paragon Advisors, LLCActive
Some overlap · 3 shared positions
$ASML$ANET$CTAS
$476M
77 positions
#22Planned Solutions, Inc.Active
Some overlap · 3 shared positions
$ITW$ANET$AXON
$349M
155 positions
#23RDA Financial NetworkPassive
Some overlap · 3 shared positions
$ASML$ANET$AXON
$459M
286 positions
#24SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ASML$ANET$FTNT
$255M
144 positions
#25Papamarkou Wellner Asset Management inc.Passive
Some overlap · 3 shared positions
$ASML$MAR$LMT
$159M
75 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.