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Hedge Funds Similar to Koenig Investment Advisory

13F Portfolio OverlapQ3 2026Koenig Investment Advisory portfolio →
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Most similar hedge funds by 13F overlap

Koenig Investment Advisory, LLC is an institutional investor managing $137M across 38 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Koenig Investment Advisory are Paradigm, Unifi Asset, Disciplined Equity, with shared positions in $VZ, $MO, $MET, $WFC, $T, $BA. The full ranking of 25 similar funds is below.

#1Paradigm Capital Management, LLC/NVActive
Notable overlap · 5 shared positions
$VZ$MO$MET$WFC$T
$116M
65 positions
#2Unifi Asset Management LPActive
Notable overlap · 4 shared positions
$MET$VZ$BA$T
$251M
62 positions
#3Disciplined Equity Management, Inc.Smart money
Notable overlap · 3 shared positions
$VZ$MO$T
$227M
47 positions
#4Keystone Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$VZ$MO$T
$404M
39 positions
#5John Boyer, Inc.Smart money
Notable overlap · 3 shared positions
$VZ$MO$T
$115M
39 positions
#6PARK CIRCLE CoActive
Notable overlap · 3 shared positions
$VZ$MO$ENB
$117M
53 positions
#7GQG Partners LLCActive
Notable overlap · 4 shared positions
$MO$VZ$T$ENB
$53.8B
102 positions
#8FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$MO$MET$VZ$T
$1.7B
256 positions
#9Windle Wealth, LLCActive
Some overlap · 3 shared positions
$MO$VZ$T
$249M
35 positions
#10Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$MO$EPD$VZ$WFC$T
$984M
94 positions
#11EDMP, INC.Passive
Some overlap · 4 shared positions
$MO$EPD$VZ$T
$130M
74 positions
#12WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$MET$BA$VZ
$377M
44 positions
#13MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$MO$BA$ENB
$112M
100 positions
#14TECTONIC ADVISORS LLCPassive
Some overlap · 5 shared positions
$MO$VZ$EPD$T$ENB
$2.2B
277 positions
#15LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$EPD$VZ$BA$WFC
$489M
244 positions
#16Valley Financial Group, Inc.Smart money
Some overlap · 3 shared positions
$VZ$BA$T
$203M
62 positions
#17SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$EPD$BA$WFC$VZ$ENB
$298M
133 positions
#18HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$MO$EPD$ENB$WFC
$252M
43 positions
#19Objectivity Squared, LLCActive
Some overlap · 3 shared positions
$BA$EPD$T
$178M
56 positions
#20Dynamic Financial GroupSmart money
Some overlap · 3 shared positions
$VZ$MO$T
$132M
76 positions
#21LAZARI CAPITAL MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$BA$VZ$WFC$MO$T
$339M
187 positions
#22EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$VZ$WFC$T
$5.2B
76 positions
#23HF Advisory Group, LLCPassive
Some overlap · 4 shared positions
$VZ$MO$WFC$T
$336M
174 positions
#24InvesTrustPassive
Some overlap · 4 shared positions
$MET$VZ$WFC$BA
$247M
91 positions
#25Avion WealthActive
Some overlap · 3 shared positions
$BA$EPD$WFC
$537M
1,750 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.