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Hedge Funds Similar to Knights of Columbus Asset Advisors

13F Portfolio OverlapQ2 2026Knights of Columbus Asset Advisors portfolio →
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Most similar hedge funds by 13F overlap

Knights of Columbus Asset Advisors LLC is an institutional investor managing $2.0B across 386 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 Knights of Columbus Asset Advisors are Delta Accumulation, Greystone Financial Group, GLOBALT Investments / GA, with shared positions in $WELL, $BNY, $MS, $CMI, $CAH, $MNST. The full ranking of 25 similar funds is below.

#1Delta Accumulation, LLCActive
Some overlap · 8 shared positions
$WELL$BNY$MS$CMI$CAH$MNST
$2.5B
156 positions
#2Greystone Financial Group, LLCPassive
Some overlap · 7 shared positions
$TXN$BNY$MS$SPG$LIN$WM
$358M
74 positions
#3GLOBALT Investments LLC / GAActive
Some overlap · 8 shared positions
$TXN$MS$WFC$T$WM$GILD
$3.0B
213 positions
#4PAYDEN & RYGELPassive
Some overlap · 7 shared positions
$TXN$MS$SPG$CMI$PLD$GILD
$1.3B
131 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$TXN$ETR$CMI$PLD$WFC$T
$233M
122 positions
#6ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 7 shared positions
$TXN$BNY$CMI$WFC$WM$TJX
$460M
220 positions
#7Great Diamond Partners, LLCPassive
Some overlap · 6 shared positions
$WELL$BNY$MS$CMI$CAH$WM
$582M
238 positions
#8BDF-GESTIONActive
Some overlap · 8 shared positions
$MS$GM$LIN$ALL$T$EQIX
$747M
143 positions
#9McKinley Carter Wealth Services, Inc.Active
Some overlap · 7 shared positions
$BNY$TXN$MS$LIN$WM$C
$1.9B
322 positions
#10First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 6 shared positions
$WELL$TXN$LIN$WM$ALL$TJX
$499M
126 positions
#11Ranch Capital Advisors Inc.Passive
Some overlap · 7 shared positions
$ETR$CMI$PLD$T$CAH$GILD
$316M
157 positions
#12CONNORS INVESTOR SERVICES INCPassive
Some overlap · 6 shared positions
$WELL$MS$WFC$LIN$WM$TJX
$1.2B
153 positions
#13Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$WELL$MS$WFC$WM$GILD$C
$142M
106 positions
#14Kepler Cheuvreux (Suisse) SAPassive
Some overlap · 7 shared positions
$SPG$BNY$LIN$T$CAH$GILD
$1.7B
162 positions
#15CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$MS$PLD$LIN$WM$GILD$TJX
$3.2B
592 positions
#16COHEN & STEERS, INC.Active
Some overlap · 6 shared positions
$WELL$SPG$PLD$EQIX$ETR$OHI
$63.2B
442 positions
#17HANCOCK WHITNEY CORPPassive
Some overlap · 6 shared positions
$TXN$BNY$CMI$PLD$WM$ALL
$6.0B
752 positions
#18Dorsey Wright & AssociatesPassive
Some overlap · 5 shared positions
$WELL$BNY$ETR$GM$CAH
$590M
131 positions
#19Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$BNY$MS$SPG$LIN$WM$TJX
$297M
103 positions
#20VCI Wealth Management LLCPassive
Some overlap · 6 shared positions
$TXN$MS$PLD$GILD$C$TJX
$399M
99 positions
#21Oliver Luxxe Assets LLCPassive
Some overlap · 6 shared positions
$MS$ETR$SPG$WFC$GILD$C
$680M
199 positions
#22New Age Alpha Advisors, LLCPassive
Some overlap · 8 shared positions
$WELL$PLD$C$EQIX$MS$SPG
$2.4B
927 positions
#23DUFF & PHELPS INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$WELL$ETR$SPG$PLD$EQIX
$10.6B
162 positions
#24Longbow Finance SAPassive
Some overlap · 5 shared positions
$WELL$BNY$CMI$C$TJX
$782M
59 positions
#25United Super Pty Ltd in its capacity as Trustee for the ConsActive
Some overlap · 6 shared positions
$TXN$WFC$LIN$T$GILD$C
$5.6B
184 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.