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Hedge Funds Similar to KEYBANK NATIONAL ASSOCIATION/OH

13F Portfolio OverlapQ1 2026KEYBANK NATIONAL ASSOCIATION/OH portfolio →
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Most similar hedge funds by 13F overlap

KEYBANK NATIONAL ASSOCIATION/OH is an institutional investor managing $27.4B across 1,235 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to KEYBANK NATIONAL ASSOCIATION/OH are SHELTON WEALTH ,, Covea Finance, TOCQUEVILLE ASSET, with shared positions in $CCJ, $PH, $WFC, $FCX, $EMR, $HON. The full ranking of 25 similar funds is below.

#1SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$CCJ$PH$WFC$FCX$EMR$HON
$229M
137 positions
#2Covea FinanceActive
Some overlap · 6 shared positions
$CCJ$PH$BAC$TMO$ABT$EMR
$2.9B
146 positions
#3TOCQUEVILLE ASSET MANAGEMENT L.P.Passive
Some overlap · 6 shared positions
$CCJ$IAU$PH$NEE$FCX$HON
$6.7B
547 positions
#4Orion Investment CoActive
Some overlap · 4 shared positions
$CCJ$PH$NEE$ABT
$315M
69 positions
#5Pacifica Partners Inc.Passive
Some overlap · 5 shared positions
$CCJ$BAC$WFC$TMO$FCX
$301M
451 positions
#6Fullerton Fund Management Co Ltd.Active
Some overlap · 3 shared positions
$CCJ$PH$BAC
$1.2B
125 positions
#7Terra Nova Asset Management LLCPassive
Some overlap · 3 shared positions
$CCJ$IAU$PH
$135M
83 positions
#8MARVIN & PALMER ASSOCIATES INCPassive
Some overlap · 3 shared positions
$CCJ$PH$NEE
$84M
21 positions
#9S-Bank Fund Management LtdActive
Some overlap · 6 shared positions
$PH$BAC$NEE$WFC$TMO$EMR
$671M
178 positions
#10PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CCJ$PH$FCX
$3.0B
77 positions
#11Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$PH$BAC$NEE$ABT$EMR
$568M
460 positions
#12FORBES J M & CO LLPActive
Some overlap · 5 shared positions
$IAU$BAC$NEE$ABT$EMR
$1.2B
150 positions
#13RE ADVISERS CORPActive
Some overlap · 5 shared positions
$PH$BAC$FCX$ABT$HON
$3.7B
111 positions
#14Heritage Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$CCJ$NEE$FCX$ABT
$202M
157 positions
#15RAINIER FAMILY WEALTH INCPassive
Some overlap · 4 shared positions
$CCJ$IAU$BAC$FCX
$149M
93 positions
#16Regal Partners LtdActive
Some overlap · 4 shared positions
$CCJ$BAC$WFC$FCX
$1.8B
106 positions
#17Pflug Koory, LLCPassive
Some overlap · 5 shared positions
$PH$WFC$TMO$ABT$HON
$218M
419 positions
#18Ransom Advisory, Ltd
Some overlap · 6 shared positions
$BAC$NEE$WFC$TMO$EMR$HON
$254M
433 positions
#19Ergawealth Advisors, Inc.Smart money
Some overlap · 5 shared positions
$JHG$BAC$IAU$TMO$ABT
$226M
55 positions
#20PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$PH$BAC$NEE$WFC$TMO
$426M
424 positions
#21BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$PH$TMO$ABT$EMR$HON
$326M
390 positions
#22BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$CCJ$JHG$BAC
$121M
68 positions
#23DOVER ADVISORS, LLCPassive
Some overlap · 5 shared positions
$PH$NEE$TMO$ABT$HON
$242M
159 positions
#24Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 5 shared positions
$IAU$WFC$FCX$EMR$HON
$315M
109 positions
#25Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$IAU$JHG$NEE$EMR
$1.2B
262 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.