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Hedge Funds Similar to Keel Point

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

Keel Point, LLC is an institutional investor managing $1.7B across 514 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 Keel Point are Evelyn Partners Investment Services Ltd, CARDEROCK, BROADWATER, with shared positions in $BKNG, $ISRG, $SYK, $APH, $LIN, $TMO. The full ranking of 25 similar funds is below.

#1Evelyn Partners Investment Management Services Ltd
Some overlap · 6 shared positions
$BKNG$ISRG$SYK$APH$LIN$TMO
$850M
281 positions
#2CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 7 shared positions
$ISRG$APH$SYK$LIN$ITW$TMO
$456M
67 positions
#3BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ISRG$SO$SYK$FAST$QCOM
$138M
208 positions
#4Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$BKNG$ISRG$APH$TMO
$508M
84 positions
#5COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 8 shared positions
$APH$SYK$FAST$LIN$ITW$TMO
$1.7B
91 positions
#6ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 5 shared positions
$BKNG$APH$SYK$TMO$SHW
$1.3B
109 positions
#7FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$BKNG$APH$SYK$FAST$ITW
$4.8B
92 positions
#8Samara Investment Management, LLCActive
Some overlap · 4 shared positions
$BKNG$ISRG$SO$APH
$109M
71 positions
#9MayTech Global Investments, LLCSmart money
Some overlap · 3 shared positions
$BKNG$ISRG$SYK
$900M
22 positions
#10Fairbanks Capital Management, Inc.Passive
Some overlap · 5 shared positions
$BKNG$APH$FAST$TMO$SHW
$169M
48 positions
#11Capital Investment Services of America, Inc.Active
Some overlap · 5 shared positions
$BKNG$SYK$FAST$ITW$QCOM
$1.0B
83 positions
#12McGuire Investment Group, LLCActive
Some overlap · 6 shared positions
$ISRG$RKLB$SYK$ITW$TMO$QCOM
$1.1B
137 positions
#13Banque Transatlantique SAActive
Some overlap · 5 shared positions
$ISRG$BKNG$SYK$LIN$TMO
$4.7B
494 positions
#14MCDANIEL TERRY & COActive
Some overlap · 5 shared positions
$ISRG$APH$SYK$ITW$TMO
$1.3B
81 positions
#15Evelyn Partners Investment Management LLP
Some overlap · 5 shared positions
$BKNG$ISRG$SYK$LIN$TMO
$3.7B
410 positions
#16Sandhill Capital Partners LLCActive
Some overlap · 5 shared positions
$ISRG$APH$SYK$LIN$QCOM
$1.2B
98 positions
#17S.E.E.D. Planning Group LLCPassive
Some overlap · 6 shared positions
$ISRG$FAST$LIN$TMO$SHW$SYK
$379M
88 positions
#18PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$BKNG$APH$SYK$TMO
$836M
93 positions
#19Dundas Partners LLPActive
Some overlap · 4 shared positions
$BKNG$APH$SYK$TMO
$1.4B
31 positions
#20Essential Investment Partners LLCPassive
Some overlap · 4 shared positions
$BKNG$APH$SYK$QCOM
$125M
312 positions
#21Ravenstone Capital Management Inc.Active
Some overlap · 5 shared positions
$ISRG$APH$FAST$TMO$SHW
$244M
54 positions
#22NICHOLS & PRATT ADVISERS LLP /MAActive
Some overlap · 6 shared positions
$SO$SYK$FAST$LIN$TMO$QCOM
$1.6B
109 positions
#23Dougherty & Associates, LLCActive
Some overlap · 3 shared positions
$BKNG$SO$TMO
$125M
52 positions
#24Liontrust Investment Partners LLPActive
Some overlap · 3 shared positions
$BKNG$ISRG$TMO
$6.8B
194 positions
#25Titan Investment Solutions LtdActive
Some overlap · 4 shared positions
$BKNG$SYK$FAST$LIN
$894M
60 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.