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Hedge Funds Similar to Koshinski Asset

13F Portfolio OverlapQ2 2026Koshinski Asset portfolio →
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Most similar hedge funds by 13F overlap

Koshinski Asset Management, Inc. is an institutional investor managing $1.9B across 767 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 Koshinski Asset are STATE FARM MUTUAL AUTOMOBILE INSURANCE, J. Team Financial, Avantax Planning Partners, with shared positions in $ADM, $DE, $ANET, $TXN, $MMM, $STT. The full ranking of 25 similar funds is below.

#1STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 5 shared positions
$ADM$DE$ANET$TXN$MMM
$146.1B
107 positions
#2J. Team Financial, Inc.Passive
Some overlap · 4 shared positions
$DE$STT$ANET$TXN
$103M
102 positions
#3Avantax Planning Partners, Inc.Active
Some overlap · 4 shared positions
$DE$STT$VZ$TXN
$4.0B
454 positions
#4Cedar Point Capital Partners, LLCActive
Some overlap · 3 shared positions
$DE$STT$ADM
$174M
77 positions
#5ARMSTRONG ADVISORY GROUP, INCActive
Some overlap · 4 shared positions
$DE$STT$UPS$VZ
$1.7B
1,040 positions
#6Alliance Private Wealth, LLCActive
Some overlap · 5 shared positions
$DE$ANET$VZ$UPS$MMM
$269M
85 positions
#7True Vision MN LLC
Some overlap · 4 shared positions
$STT$TRV$ANET$VRT
$194M
98 positions
#8CULBERTSON A N & CO INCActive
Some overlap · 4 shared positions
$DE$TRV$TXN$STT
$861M
137 positions
#9First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 4 shared positions
$DE$ANET$TXN$UPS
$503M
128 positions
#10Clearwave Capital, LLCPassive
Some overlap · 4 shared positions
$DE$ANET$VZ$TXN
$181M
166 positions
#11Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$DE$TRV$TXN$MMM
$1.1B
204 positions
#12MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DE$ANET$VZ$VRT
$631M
238 positions
#13Friday FinancialActive
Some overlap · 3 shared positions
$DE$STT$TXN
$506M
119 positions
#14VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$DE$TRV$ANET
$147M
106 positions
#15DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$DE$STT$MMM
$530M
92 positions
#16Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$DE$STT$MMM
$1.1B
112 positions
#17Briggs Wealth Management, IncSmart money
Some overlap · 3 shared positions
$DE$TRV$VZ
$113M
62 positions
#18CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$STT$TRV$TXN$UPS
$3.3B
229 positions
#19Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$DE$STT$MMM
$248M
96 positions
#20Alight Capital Management LPPassive
Some overlap · 4 shared positions
$DE$TXN$UPS$MMM
$712M
83 positions
#21LightSquare Wealth Management, LLCActive
Some overlap · 4 shared positions
$STT$ANET$VZ$VRT
$145M
104 positions
#22Drexel Morgan & Co.Active
Some overlap · 4 shared positions
$DE$VZ$UPS$MMM
$719M
60 positions
#23Beaton Management Co. Inc.Passive
Some overlap · 3 shared positions
$DE$STT$MMM
$245M
157 positions
#24Cardinal Capital ManagementPassive
Some overlap · 3 shared positions
$DE$STT$MMM
$861M
140 positions
#25Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$TRV$ADM$VZ$TXN
$265M
100 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.