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Hedge Funds Similar to KOM Wealth Group

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

KOM Wealth Management Group, LLC is an institutional investor managing $165M across 96 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 KOM Wealth Group are Hubbell Strickland Wealth, Basepoint Wealth, Guild Investment, with shared positions in $PHYS, $PM, $PLTR, $GD, $MCK, $DELL. The full ranking of 25 similar funds is below.

#1Hubbell Strickland Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$PHYS$PM$PLTR
$277M
87 positions
#2Basepoint Wealth LLCPassive
Notable overlap · 3 shared positions
$PHYS$GD$MCK
$175M
632 positions
#3Guild Investment Management, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$DELL$KLAC
$146M
59 positions
#4Turning Point Benefit Group, Inc.Passive
Notable overlap · 5 shared positions
$WPM$NEM$KLAC$GD$WEC
$232M
109 positions
#5Delaney Capital Management Ltd.Active
Notable overlap · 3 shared positions
$WPM$BMO$MCK
$632M
53 positions
#6Ridge Creek Global, IncPassive
Notable overlap · 3 shared positions
$NEM$PWR$ETN
$129M
94 positions
#7O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 4 shared positions
$WPM$NEM$GD$PM
$125M
61 positions
#8AMJ Financial Wealth ManagementActive
Notable overlap · 3 shared positions
$PWR$NEM$ETN
$424M
86 positions
#9Knoll Capital Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$PM$WPM
$179M
37 positions
#10ALONGSIDE, LLCPassive
Notable overlap · 4 shared positions
$PHYS$PM$WEC$BMO
$525M
190 positions
#1149 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$PHYS$PM$WEC$BMO
$524M
189 positions
#12Cunning Capital Partners, LPActive
Some overlap · 6 shared positions
$PWR$KLAC$DELL$CARR$PLTR$MCK
$248M
55 positions
#13ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$NEM$PWR$ETN
$2.3B
181 positions
#14Titan Investment Management LLCActive
Some overlap · 5 shared positions
$PWR$DELL$PM$MCK$PLTR
$135M
38 positions
#15ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 4 shared positions
$PWR$KLAC$DELL$GD
$130M
106 positions
#16Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$PWR$KLAC$ETN$PM
$1.6B
184 positions
#17MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 3 shared positions
$PWR$NEM$KLAC
$159M
28 positions
#18Connective Portfolio Management, LLCPassive
Some overlap · 3 shared positions
$PHYS$PWR$MRVL
$60M
39 positions
#19PKO Investment Management Joint-Stock CoPassive
Some overlap · 5 shared positions
$NEM$WPM$KLAC$MRVL$PLTR
$1.4B
228 positions
#20Tandem Financial, LLCActive
Some overlap · 4 shared positions
$PWR$NEM$PM$CARR
$332M
101 positions
#21ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 4 shared positions
$PWR$ETN$MRVL$DELL
$2.0B
158 positions
#22CENTRAL TRUST CoPassive
Some overlap · 3 shared positions
$PHYS$KLAC$PM
$5.5B
1,568 positions
#23Citizens Business BankActive
Some overlap · 4 shared positions
$PWR$DELL$MRVL$PLTR
$664M
139 positions
#24BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PWR$KLAC$ETN$MRVL$PLTR
$414M
106 positions
#25Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$NEM$WPM$TM
$187M
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.