How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Kozak & Associates

13F Portfolio OverlapQ2 2026Kozak & Associates portfolio →

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Most similar hedge funds by 13F overlap

Kozak & Associates, Inc. is an institutional investor managing $576M across 451 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 Kozak & Associates are Ark Wealth Advisors, KAVAR PARTNERS GROUP, BERKSHIRE ASSET, with shared positions in $SCHW, $LMT, $WM, $AXP, $MCD, $NEE. The full ranking of 25 similar funds is below.

#1Ark Wealth Advisors LLCPassive

Slight overlap · 7 shared positions

$SCHW $LMT $WM $AXP $MCD $NEE

$113M

87 positions

#2KAVAR CAPITAL PARTNERS GROUP, LLCPassive

Slight overlap · 5 shared positions

$SCHW $LMT $WM $DE $BX

$812M

204 positions

#3BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Slight overlap · 5 shared positions

$SCHW $LMT $WM $DE $MCD

$2.5B

270 positions

#4PATRICK M SWEENEY & ASSOCIATES, INCPassive

Slight overlap · 6 shared positions

$SCHW $WM $DE $CSX $BX $VLO

$174M

172 positions

#5JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Slight overlap · 5 shared positions

$SCHW $LMT $WM $BX $MCD

$990M

224 positions

#6MBM WEALTH CONSULTANTS, LLCActive

Slight overlap · 5 shared positions

$SCHW $LMT $WM $BX $VLO

$519M

123 positions

#7Cohen Capital Management, Inc.Active

Slight overlap · 6 shared positions

$SCHW $DE $CSX $MAR $DRI $NEE

$735M

152 positions

#8Richwood Investment Advisors, LLCActive

Slight overlap · 8 shared positions

$LMT $WM $DE $AXP $MCD $NOW

$142M

106 positions

#9Buttonwood Financial Advisors Inc.Active

Slight overlap · 5 shared positions

$SCHW $LMT $AXP $MCD $NOW

$329M

110 positions

#10Twin Lakes Capital Management, LLC

Slight overlap · 5 shared positions

$SCHW $LMT $AXP $NOW $GILD

$262M

208 positions

#11Asset Advisors Investment Management, LLCActive

Slight overlap · 5 shared positions

$SCHW $WM $DE $MAR $NEE

$1.1B

102 positions

#12Anchor Bay Capital, Inc.Passive

Slight overlap · 6 shared positions

$SCHW $WM $FSLR $DRI $NEE $GILD

$185M

341 positions

#13Lincoln Capital LLCActive

Slight overlap · 5 shared positions

$SCHW $DE $AXP $MAR $MCD

$562M

137 positions

#14Ironwood Investment Counsel, LLCPassive

Slight overlap · 4 shared positions

$SCHW $LMT $AXP $NOW

$762M

267 positions

#15East Coast Asset Management, LLC.Active

Slight overlap · 5 shared positions

$SCHW $WM $DE $AXP $LMT

$339M

67 positions

#16Modus Advisors, LLCPassive

Slight overlap · 5 shared positions

$SCHW $LMT $BX $MCD $NEE

$405M

118 positions

#17BEACON INVESTMENT ADVISORS LLCPassive

Slight overlap · 7 shared positions

$LMT $DE $AXP $MAR $DRI $VLO

$318M

178 positions

#18Sterling Capital Management LLCPassive

Slight overlap · 4 shared positions

$SCHW $WM $DE $AXP

$5.9B

3,289 positions

#19First Fiduciary Investment Counsel, Inc.Passive

Slight overlap · 7 shared positions

$LMT $WM $MAR $BX $MCD $NEE

$529M

75 positions

#20Canandaigua National Trust Co of Florida

Slight overlap · 4 shared positions

$SCHW $LMT $MCD $NOW

$125M

108 positions

#21Dynamic Wealth Strategies, LLCActive

Slight overlap · 5 shared positions

$SCHW $LMT $NOW $COF $GILD

$188M

291 positions

#22BLUEDOOR PRIVATE WEALTH, LLCPassive

Slight overlap · 5 shared positions

$SCHW $WM $DE $AXP $MCD

$238M

164 positions

#23Signet Investment Advisory Group, Inc.Passive

Slight overlap · 6 shared positions

$LMT $WM $CSX $AXP $MCD $NEE

$227M

73 positions

#24BOWEN HANES & CO INCActive

Slight overlap · 4 shared positions

$SCHW $DE $AXP $BX

$4.1B

151 positions

#25MARKEL GROUP INC.Active

Slight overlap · 4 shared positions

$SCHW $DE $AXP $BX

$13.1B

130 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.