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 Kuhn & Investment Counsel

13F Portfolio OverlapQ2 2026Kuhn & Investment Counsel portfolio →

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Most similar hedge funds by 13F overlap

Kuhn & Co Investment Counsel is an institutional investor managing $173M across 149 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 Kuhn & Investment Counsel are Somerset, EDGAR LOMAX, Nicholson Wealth Group, with shared positions in $LIN, $NEE, $ITW, $PSX, $AMGN, $PEP. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive

Notable overlap · 7 shared positions

$LIN $NEE $ITW $PSX $AMGN $PEP

$354M

186 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$NEE $WFC $SO $AMGN $PEP $DUK

$1.3B

58 positions

#3Nicholson Wealth Management Group, LLCPassive

Notable overlap · 7 shared positions

$GWW $LIN $NEE $SO $AMGN $PEP

$170M

111 positions

#4AEGON USA Investment Management, LLCSmart money

Some overlap · 4 shared positions

$WFC $NEE $SO $PNW

$140M

42 positions

#5Cushing Capital Partners, LLCPassive

Some overlap · 6 shared positions

$GWW $NEE $LIN $ITW $PSX $MCD

$145M

99 positions

#6Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 4 shared positions

$WFC $LIN $NEE $AMGN

$1.0B

765 positions

#7CarsonAllaria Wealth Management, Ltd.Active

Some overlap · 7 shared positions

$WFC $PSX $AMGN $NEE $ITW $LAMR

$231M

71 positions

#8Legacy Financial Strategies, LLCActive

Some overlap · 5 shared positions

$LIN $NEE $GWW $ITW $MCD

$646M

152 positions

#9PINKERTON WEALTH, LLCActive

Some overlap · 8 shared positions

$PSX $SO $AMGN $PEP $DUK $MCD

$1.2B

103 positions

#10SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 8 shared positions

$PSX $SO $AMGN $PEP $DUK $MCD

$1.3B

97 positions

#11Stablepoint Partners, LLCPassive

Some overlap · 7 shared positions

$NEE $PSX $AMGN $PEP $DUK $MCD

$723M

260 positions

#12Wilson & Boucher Capital Management, LLCPassive

Some overlap · 6 shared positions

$NEE $ITW $WFC $AMGN $PEP $DUK

$170M

121 positions

#13BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$LIN $NEE $AMGN $PEP $ITW $DUK

$8.0B

1,334 positions

#14Slagle Financial, LLCPassive

Some overlap · 7 shared positions

$NEE $WFC $AMGN $PEP $DUK $MCD

$334M

127 positions

#15ADVENT CAPITAL MANAGEMENT /DE/Passive

Some overlap · 3 shared positions

$WFC $NEE $SO

$4.5B

236 positions

#16PIER 88 INVESTMENT PARTNERS LLCPassive

Some overlap · 3 shared positions

$WFC $NEE $SO

$421M

110 positions

#17Sky Investment Group LLCPassive

Some overlap · 6 shared positions

$LIN $ITW $SO $PEP $DUK $MCD

$637M

146 positions

#18WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 7 shared positions

$PSX $SO $ITW $PEP $AMGN $DUK

$390M

103 positions

#19Somerset Group LLCActive

Some overlap · 4 shared positions

$WFC $NEE $PEP $MCD

$142M

58 positions

#20NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 4 shared positions

$WFC $AMGN $LAMR $DUK

$863M

131 positions

#21Aull & Monroe Investment Management CorpPassive

Some overlap · 6 shared positions

$NEE $SO $AMGN $ITW $PEP $DUK

$239M

126 positions

#22SKBA CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$WFC $PSX $AMGN $PNW $AEP $MET

$606M

79 positions

#23Visionary Wealth AdvisorsPassive

Some overlap · 7 shared positions

$PSX $SO $AMGN $NEE $PEP $DUK

$2.5B

666 positions

#24DCM Advisors, LLCActive

Some overlap · 4 shared positions

$WFC $PSX $PEP $MCD

$253M

38 positions

#25MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$NEE $WFC $AMGN $AEP $PEP

$1.2B

106 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.