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Hedge Funds Similar to Koa Wealth

13F Portfolio OverlapQ2 2026Koa Wealth portfolio →
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Most similar hedge funds by 13F overlap

Koa Wealth Management, LLC is an institutional investor managing $147M across 54 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 Koa Wealth are Coalescence Partners Investment, Spinecap SAS, Heard, with shared positions in $DHR, $BX, $FICO, $TMO, $ICE, $AMT. The full ranking of 25 similar funds is below.

#1Coalescence Partners Investment Management, LPActive
Notable overlap · 3 shared positions
$DHR$BX$FICO
$341M
12 positions
#2Spinecap SASActive
Notable overlap · 4 shared positions
$DHR$BX$TMO$ICE
$335M
16 positions
#3Heard Capital LLCActive
Notable overlap · 5 shared positions
$BX$FICO$AMT$QCOM$PLD
$2.3B
21 positions
#4CNA FINANCIAL CORPActive
Notable overlap · 3 shared positions
$DHR$FICO$BN
$239M
18 positions
#5LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Notable overlap · 6 shared positions
$DHR$AMT$TMO$PM$LOW$QCOM
$10.3B
565 positions
#6Partners Group Holding AGActive
Notable overlap · 4 shared positions
$BX$AMT$BN$WM
$1.5B
52 positions
#7First Fiduciary Investment Counsel, Inc.Passive
Notable overlap · 5 shared positions
$PM$DHR$BX$LOW$WM
$529M
75 positions
#8Socorro Asset Management LPActive
Notable overlap · 4 shared positions
$DHR$AMT$ICE$PLD
$223M
33 positions
#9ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Notable overlap · 6 shared positions
$PM$CME$AMT$TMO$PLD$QCOM
$102M
87 positions
#10CINCINNATI FINANCIAL CORPActive
Some overlap · 7 shared positions
$PM$CME$PLD$TMO$AMT$QCOM
$5.2B
56 positions
#11guardian investment managementActive
Some overlap · 3 shared positions
$DHR$BX$B
$155M
60 positions
#12Canoe Financial LPActive
Some overlap · 5 shared positions
$PM$TMO$CME$DHR$ICE
$8.1B
110 positions
#13YCG, LLCActive
Some overlap · 4 shared positions
$FICO$CME$CPRT$WM
$1.1B
41 positions
#14CORTLAND ASSOCIATES INC/MOActive
Some overlap · 4 shared positions
$DHR$PM$ICE$BN
$692M
62 positions
#15Vancity Investment Management LtdPassive
Some overlap · 6 shared positions
$DHR$ICE$CPRT$AMT$CME$WM
$666M
92 positions
#16ALLIANZ SEActive
Some overlap · 5 shared positions
$NEM$B$PM$QCOM$IAU
$9.5B
519 positions
#17Perpetual LtdPassive
Some overlap · 5 shared positions
$PM$ICE$TMO$B$AMT
$7.0B
419 positions
#18Phraction Management LLCActive
Some overlap · 5 shared positions
$DHR$TMO$ICE$PM$BN
$596M
66 positions
#19Parkside Investments, LLCActive
Some overlap · 6 shared positions
$BX$BN$TMO$YMM$CME$IAU
$902M
91 positions
#20Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$PM$CME$LOW$WM
$253M
63 positions
#21Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$BN$NEM$LOW$DHR$CPRT
$800M
211 positions
#22Comprehensive Money Management Services LLCPassive
Some overlap · 4 shared positions
$NEM$B$BX$IAU
$159M
200 positions
#23Highlander Partners, L.P.Smart money
Some overlap · 3 shared positions
$DHR$BX$PM
$298M
44 positions
#24Providence Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$BN$TMO$LOW$PLD$WM$QCOM
$660M
385 positions
#25NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 6 shared positions
$TMO$LOW$DHR$AMT$WM$BX
$2.7B
200 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.