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Hedge Funds Similar to Kovitz Investment Group Partners

13F Portfolio OverlapQ2 2026Kovitz Investment Group Partners portfolio →
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Most similar hedge funds by 13F overlap

Kovitz Investment Group Partners, LLC is an institutional investor managing $4.5B across 478 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 Kovitz Investment Group Partners are Pacer Advisors, MASTERS, Cetera Company, N.A, with shared positions in $GD, $BMY, $NEM, $TMUS, $CAH, $EQT. The full ranking of 25 similar funds is below.

#1Pacer Advisors, Inc.Passive
Some overlap · 8 shared positions
$GD$BMY$NEM$TMUS$CAH$EQT
$39.3B
2,614 positions
#2MASTERS CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$GM$C$BMY$NEM$CVS$UBER
$3.9B
80 positions
#3Cetera Trust Company, N.APassive
Some overlap · 7 shared positions
$GM$SCHW$NEM$TMUS$CVS$BKNG
$199M
345 positions
#4Legacy Capital Group California, Inc.Passive
Some overlap · 8 shared positions
$C$CAH$CVS$GD$ALL$NEM
$332M
299 positions
#5EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$GD$SCHW$BMY$CVS$MS$TXN
$1.3B
58 positions
#6Stratos Investment Management, LLCPassive
Some overlap · 7 shared positions
$C$GD$APH$MS$BKNG$UBER
$2.8B
382 positions
#7Riverbend Wealth Management, LLCPassive
Some overlap · 7 shared positions
$C$GD$APH$BKNG$MS$UBER
$220M
171 positions
#8MBM WEALTH CONSULTANTS, LLCActive
Some overlap · 6 shared positions
$VRTX$SCHW$TMUS$BMY$BKNG$FDX
$546M
119 positions
#9SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$GD$C$APH$EQT$BKNG$UBER
$254M
141 positions
#10PARAGON CAPITAL MANAGEMENT INCPassive
Some overlap · 6 shared positions
$VRTX$SCHW$EQT$BKNG$UBER$NOW
$132M
70 positions
#11Skylands Capital, LLCPassive
Some overlap · 5 shared positions
$GM$C$SCHW$BMY$TMUS
$762M
164 positions
#12Dorsey Wright & AssociatesPassive
Some overlap · 6 shared positions
$GM$NEM$APH$CAH$FIX$HWM
$590M
131 positions
#13LSV ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$C$GM$BMY$CVS$NEM$ALL
$55.1B
889 positions
#14Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$GM$C$SCHW$ALL$FDX
$139M
103 positions
#15Beta Wealth Group, Inc.Active
Some overlap · 6 shared positions
$C$SCHW$CVS$MS$UBER$NOW
$267M
114 positions
#16ANDERSON HOAGLAND & COActive
Some overlap · 5 shared positions
$VRTX$C$GM$FIX$UBER
$1.3B
135 positions
#17Alliance Private Wealth, LLCActive
Some overlap · 6 shared positions
$BMY$NEM$TMUS$CVS$MS$FDX
$269M
85 positions
#18Blume Capital Management, Inc.Passive
Some overlap · 6 shared positions
$C$SCHW$CVS$UBER$FDX$TMUS
$678M
357 positions
#19Wakefield Asset Management LLLPPassive
Some overlap · 6 shared positions
$BMY$NEM$APH$FIX$ALL$MS
$444M
225 positions
#20Edgemoor Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$VRTX$GD$C$SCHW
$1.5B
188 positions
#21Machina Capital S.A.S.Passive
Some overlap · 6 shared positions
$GD$APH$GM$BKNG$VRTX$FDX
$631M
368 positions
#22BECKER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$SCHW$CIEN$GD$NEM$ALL
$3.7B
303 positions
#23W.G. Shaheen & Associates DBA Whitney & CoActive
Some overlap · 5 shared positions
$VRTX$SCHW$NEM$BKNG$NOW
$1.4B
179 positions
#24FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Some overlap · 5 shared positions
$C$CIEN$GD$TMUS$TXN
$1.3B
201 positions
#25McKinley Carter Wealth Services, Inc.Active
Some overlap · 5 shared positions
$GD$C$APH$MS$TXN
$2.0B
323 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.