13F Pro

Hedge Funds Similar to Keel Point,

13F Portfolio OverlapQ1 2026Keel Point, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Keel Point, LLC is an institutional investor managing $1.5B across 465 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 Keel Point, are Evelyn Partners Investment Services Ltd, Sandhill Partners, Samara Investment ,, with shared positions in $BKNG, $ISRG, $TMO, $SYK, $APH, $NOW. The full ranking of 25 similar funds is below.

#1Evelyn Partners Investment Management Services LtdPassive
Some overlap · 5 shared positions
$BKNG$ISRG$TMO$SYK$APH
$850M
281 positions
#2Sandhill Capital Partners LLCActive
Some overlap · 5 shared positions
$BKNG$ISRG$SYK$APH$NOW
$1.2B
95 positions
#3Samara Investment Management, LLCPassive
Some overlap · 4 shared positions
$BKNG$ISRG$SO$APH
$96M
72 positions
#4One River Asset Management, LLCPassive
Some overlap · 5 shared positions
$BKNG$ISRG$TMO$IBM$NOW
$273M
255 positions
#5AIGEN INVESTMENT MANAGEMENT, LPPassive
Some overlap · 5 shared positions
$BKNG$ISRG$MAR$TMO$NOW
$389M
496 positions
#6Bey-Douglas LLCPassive
Slight overlap · 6 shared positions
$BKNG$SO$SYK$APH$ACN$NOW
$115M
56 positions
#7Renaissance Investment Group LLCPassive
Slight overlap · 4 shared positions
$BKNG$ISRG$TMO$DHR
$465M
81 positions
#8MayTech Global Investments, LLCSmart money
Slight overlap · 4 shared positions
$BKNG$ISRG$SYK$NOW
$820M
23 positions
#9COMPASS CAPITAL MANAGEMENT, INCActive
Slight overlap · 7 shared positions
$ISRG$MAR$ACN$TMO$SYK$APH
$1.7B
87 positions
#10Generali Investments, Management Co LLCActive
Slight overlap · 6 shared positions
$ISRG$TMO$SYK$IBM$NOW$DHR
$430M
162 positions
#11Dougherty & Associates, LLCActive
Slight overlap · 4 shared positions
$BKNG$SO$MAR$TMO
$109M
52 positions
#12Baltimore-Washington Financial Advisors, Inc.Active
Slight overlap · 4 shared positions
$BKNG$SO$MAR$SYK
$2.3B
186 positions
#13Evelyn Partners Investment Management LLPActive
Slight overlap · 4 shared positions
$BKNG$ISRG$TMO$SYK
$3.7B
410 positions
#14JM2 Capital Inc.Passive
Slight overlap · 6 shared positions
$BKNG$MAR$ACN$TMO$APH$DHR
$121M
114 positions
#15Bank of MarinPassive
Slight overlap · 6 shared positions
$ISRG$MAR$TMO$SYK$SE$DHR
$137M
135 positions
#16United Super Pty Ltd in its capacity as Trustee for the ConsActive
Slight overlap · 5 shared positions
$ISRG$MAR$ACN$TMO$APH
$5.3B
185 positions
#17Dundas Partners LLPActive
Slight overlap · 5 shared positions
$BKNG$ACN$TMO$SYK$APH
$1.3B
49 positions
#18Liontrust Investment Partners LLPActive
Slight overlap · 3 shared positions
$BKNG$ISRG$TMO
$6.7B
204 positions
#19Winslow Capital Management, LLCActive
Slight overlap · 3 shared positions
$BKNG$ISRG$APH
$25.6B
60 positions
#20Atlas Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$ISRG$SO$SLV$SYK
$97M
65 positions
#21OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 5 shared positions
$SLV$SO$MAR$ACN$IBM
$311M
318 positions
#22MCDANIEL TERRY & COActive
Slight overlap · 5 shared positions
$ISRG$ACN$TMO$SYK$APH
$1.2B
81 positions
#23Evelyn Partners Asset Management LtdPassive
Slight overlap · 4 shared positions
$BKNG$ISRG$ACN$SYK
$406M
308 positions
#24BENDER ROBERT & ASSOCIATESActive
Slight overlap · 3 shared positions
$BKNG$ISRG$NOW
$417M
45 positions
#25RIVERPARK CAPITAL MANAGEMENT LLC
Slight overlap · 3 shared positions
$BKNG$ISRG$NOW
$52M
36 positions

Compare Keel Point,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Keel Point,’s holdings

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.