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Hedge Funds Similar to McKinney

13F Portfolio OverlapQ2 2026McKinney portfolio →
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Most similar hedge funds by 13F overlap

McKinney Capital Management, LLC is an institutional investor managing $254M across 87 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 McKinney are OAKTOP II, Harbor Island, Lafayette Investments, with shared positions in $KLAC, $DELL, $BMY, $HPQ, $CCZ, $TROW. The full ranking of 25 similar funds is below.

#1OAKTOP CAPITAL MANAGEMENT II, L.P.Smart money
Notable overlap · 3 shared positions
$KLAC$DELL$BMY
$2.4B
14 positions
#2Harbor Island Capital LLCActive
Notable overlap · 3 shared positions
$KLAC$HPQ$CCZ
$276M
16 positions
#3Lafayette Investments, Inc.Active
Notable overlap · 5 shared positions
$KLAC$TROW$PGR$PAYX$GPC
$542M
162 positions
#4Cunning Capital Partners, LPActive
Notable overlap · 3 shared positions
$KLAC$DELL$PGR
$248M
55 positions
#5CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Notable overlap · 10 shared positions
$HPE$BBY$SWK$GPC$PFH$MET
$3.3B
229 positions
#6Slagle Financial, LLCPassive
Notable overlap · 9 shared positions
$DELL$BBY$MO$F$PFH$KHC
$334M
127 positions
#7MILLINGTON SECURITIES, LLC
Notable overlap · 10 shared positions
$BBY$MO$EIX$UPS$CPB$OKE
$362M
275 positions
#8Argyle Capital Management, LLCPassive
Notable overlap · 9 shared positions
$DELL$HPE$PHM$BMY$PAYX$GPC
$347M
138 positions
#9Disciplined Equity Management, Inc.Smart money
Notable overlap · 9 shared positions
$BBY$MO$F$PFH$KHC$OKE
$227M
47 positions
#10Brindle & Bay Financial Advisors, LLCActive
Notable overlap · 9 shared positions
$TROW$MO$PGR$SNA$PAYX$KHC
$268M
102 positions
#11VIKING FUND MANAGEMENT LLCPassive
Notable overlap · 8 shared positions
$DELL$HPE$MO$GPC$PFH$BMY
$1.1B
141 positions
#12Optimist Retirement Group LLCActive
Notable overlap · 7 shared positions
$KLAC$BBY$MO$HPQ$BMY$VZ
$259M
118 positions
#131834 INVESTMENT ADVISORS COPassive
Notable overlap · 9 shared positions
$MO$F$EIX$ES$BMY$T
$886M
232 positions
#14WBI INVESTMENTS, LLCPassive
Notable overlap · 9 shared positions
$BBY$MO$CPB$UPS$HPQ$SWKS
$403M
286 positions
#15Cornerstone Select Advisors, LLCPassive
Notable overlap · 6 shared positions
$KLAC$DELL$T$HPE$VZ$MO
$238M
149 positions
#16Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$KLAC$MET$VZ
$487M
628 positions
#17Commonwealth Retirement Investments LLCPassive
Notable overlap · 9 shared positions
$MO$RF$MET$HPQ$KLAC$CCZ
$370M
129 positions
#18Triodos Investment Management BVActive
Notable overlap · 3 shared positions
$KLAC$SW$T
$1.6B
50 positions
#19Palouse Capital Management, Inc.Passive
Notable overlap · 7 shared positions
$DELL$HPE$UPS$ELV$OKE$T
$160M
124 positions
#20Kendall Capital ManagementPassive
Notable overlap · 4 shared positions
$KLAC$DELL$HPE$BMY
$605M
233 positions
#21FCF Advisors LLCPassive
Notable overlap · 4 shared positions
$KLAC$MYRG$MO$BMY
$544M
58 positions
#22Verity & Verity, LLCActive
Notable overlap · 7 shared positions
$DELL$MO$PFH$MET$UPS$OKE
$1.5B
139 positions
#23AFFINITY INVESTMENT ADVISORS, LLCPassive
Notable overlap · 7 shared positions
$DELL$MO$BBY$F$HPQ$T
$197M
140 positions
#24Townsend & Associates, IncActive
Some overlap · 4 shared positions
$MYRG$SNA$UPS$BMY
$1.2B
111 positions
#25Bell BankActive
Some overlap · 8 shared positions
$HPE$PFH$UPS$VZ$SWK$KHC
$2.7B
204 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.