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Hedge Funds Similar to Kroeger Financial Partners

13F Portfolio OverlapQ3 2026Kroeger Financial Partners portfolio →
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Most similar hedge funds by 13F overlap

Kroeger Financial Partners is an institutional investor managing $101M across 129 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Kroeger Financial Partners are HALL, Stokes Advisors, Bath Savings, with shared positions in $TJX, $NEE, $STT, $LMT, $EMR, $MCD. The full ranking of 25 similar funds is below.

#1HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 8 shared positions
$TJX$NEE$STT$LMT$EMR$MCD
$321M
107 positions
#2Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$LMT$MCD$PEP
$455M
118 positions
#3Bath Savings Trust CoActive
Some overlap · 6 shared positions
$TJX$NEE$LMT$MCD$PEP$CL
$966M
178 positions
#4Stillwater Wealth Management Group
Some overlap · 5 shared positions
$TJX$LMT$NEE$AMGN$MCD
$187M
70 positions
#5WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 8 shared positions
$TJX$NEE$LMT$AMGN$ASML$PEP
$1.3B
73 positions
#6Nvest Financial, LLCPassive
Some overlap · 4 shared positions
$TJX$NEE$LMT$ASML
$316M
150 positions
#7Haverford Trust CoActive
Some overlap · 6 shared positions
$TJX$NEE$MCD$ASML$PM$PEP
$11.6B
424 positions
#8JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$TJX$NVO$AMGN$PEP
$748M
68 positions
#9HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$TJX$NEE$AMGN$DUK
$410M
53 positions
#10WENDELL DAVID ASSOCIATES INCActive
Some overlap · 5 shared positions
$TJX$NEE$MCD$PEP$CL
$947M
155 positions
#11Eukles Asset ManagementPassive
Some overlap · 4 shared positions
$TJX$NVO$STT$CL
$242M
228 positions
#12Slagle Financial, LLCPassive
Some overlap · 7 shared positions
$TJX$NEE$AMGN$MCD$PM$PEP
$334M
127 positions
#13NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 4 shared positions
$TJX$NVO$STT$PEP
$1.7B
110 positions
#14Tufton Capital ManagementPassive
Some overlap · 6 shared positions
$TJX$LMT$EMR$PM$MMM$DUK
$583M
131 positions
#15Focused Investors LLCActive
Some overlap · 6 shared positions
$TJX$LMT$MCD$PEP$CI$DIS
$3.0B
23 positions
#16Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$TJX$LMT$AMGN$EMR$MCD$DUK
$360M
73 positions
#17Bull Street Advisors, LLCPassive
Some overlap · 6 shared positions
$TJX$AMGN$EMR$PEP$DUK$DIS
$221M
92 positions
#18FARMERS TRUST CO
Some overlap · 8 shared positions
$NEE$STT$LMT$T$MCD$PM
$637M
203 positions
#19AVITY INVESTMENT MANAGEMENT INC.Active
Some overlap · 4 shared positions
$TJX$NEE$AMGN$CL
$1.6B
120 positions
#20Birch Hill Investment Advisors LLCPassive
Some overlap · 5 shared positions
$TJX$NEE$EW$ASML$PEP
$2.4B
219 positions
#21BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TJX$NEE$AMGN$ASML$PEP$DUK
$8.0B
1,334 positions
#22Delta Accumulation, LLCActive
Some overlap · 5 shared positions
$TJX$LMT$STT$PEP$CL
$2.5B
156 positions
#23LYNCH & ASSOCIATES/INPassive
Some overlap · 7 shared positions
$NEE$TJX$LMT$EMR$MCD$MMM
$699M
128 positions
#24Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Some overlap · 6 shared positions
$TJX$LMT$AMGN$T$PEP$DIS
$319M
146 positions
#25Cornerstone National Bank & Trust CoActive
Some overlap · 4 shared positions
$TJX$STT$EW$DIS
$309M
235 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.