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Hedge Funds Similar to Koss-Olinger Consulting

13F Portfolio OverlapQ2 2026Koss-Olinger Consulting portfolio →
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Most similar hedge funds by 13F overlap

Koss-Olinger Consulting, LLC is an institutional investor managing $1.3B across 172 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 Koss-Olinger Consulting are Impact Investors, Affiance Financial, Intergy Private Wealth, with shared positions in $MUFG, $STT, $TER, $TGT, $MMM, $MS. The full ranking of 25 similar funds is below.

#1Impact Investors, IncPassive
Some overlap · 3 shared positions
$MUFG$STT$TER
$137M
88 positions
#2Affiance Financial, LLCSmart money
Some overlap · 3 shared positions
$MUFG$TGT$MMM
$695M
111 positions
#3Intergy Private Wealth, LLCActive
Some overlap · 4 shared positions
$MUFG$STT$MS$MO
$433M
147 positions
#4XY Planning Network, Inc.Passive
Some overlap · 4 shared positions
$MUFG$STT$MO$MS
$797M
340 positions
#5Harvest Investment Advisors, LLCActive
Some overlap · 4 shared positions
$STT$LHX$TGT$MS
$202M
58 positions
#6Verity & Verity, LLCActive
Some overlap · 4 shared positions
$STT$MO$TGT$VZ
$1.5B
138 positions
#7YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$STT$LHX$PYPL
$8.1B
74 positions
#8Principal Street Partners, LLCPassive
Some overlap · 4 shared positions
$STT$MO$VZ$MS
$683M
277 positions
#9Betterment LLCActive
Some overlap · 3 shared positions
$MUFG$STT$VZ
$59.1B
675 positions
#10TODD ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$MUFG$MO$JBL$MS
$5.6B
182 positions
#11VERITY Wealth AdvisorsSmart money
Some overlap · 3 shared positions
$STT$MUFG$VZ
$166M
81 positions
#12LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$MUFG$STT$MO
$166M
274 positions
#13Talon Private Wealth, LLC
Some overlap · 3 shared positions
$STT$LHX$MS
$753M
187 positions
#14Brady Martz Wealth Solutions, LLCPassive
Some overlap · 3 shared positions
$STT$MO$TGT
$662M
228 positions
#15AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MO$TGT$VZ$JBL$MS
$197M
140 positions
#16Capital Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$MO$VZ
$7.6B
789 positions
#17AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Slight overlap · 3 shared positions
$STT$MO$MUFG
$221M
102 positions
#18Avantax Planning Partners, Inc.Active
Slight overlap · 3 shared positions
$STT$MO$VZ
$4.0B
454 positions
#19CWC Advisors, LLC.Passive
Slight overlap · 3 shared positions
$STT$LHX$NKE
$225M
152 positions
#20LifePlan Financial, LLCPassive
Slight overlap · 5 shared positions
$PYPL$TGT$VZ$NKE$TER
$143M
89 positions
#21Piedmont Capital Management, LLCActive
Slight overlap · 4 shared positions
$STT$VZ$MMM$NKE
$198M
58 positions
#22Centennial Wealth Advisory LLCPassive
Slight overlap · 3 shared positions
$STT$MO$VZ
$463M
181 positions
#23Redhawk Wealth Advisors, Inc.Passive
Slight overlap · 4 shared positions
$STT$JBL$MDY$MS
$1.0B
408 positions
#24Noble Wealth Partners LLCPassive
Slight overlap · 3 shared positions
$MUFG$MO$TER
$115M
76 positions
#25Vickerman Investment Advisors, Inc.Active
Slight overlap · 3 shared positions
$STT$PYPL$NKE
$515M
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.