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 CASTLEKEEP INVESTMENT ADVISORS

13F Portfolio OverlapQ1 2026CASTLEKEEP INVESTMENT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

CASTLEKEEP INVESTMENT ADVISORS LLC is an institutional investor managing $184M across 66 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 CASTLEKEEP INVESTMENT ADVISORS are Bristlecone Value Partners,, Addison Advisors, Good Harbor Advisors,, with shared positions in $HUM, $WT, $DIS, $MDT, $IBM, $UNP. The full ranking of 25 similar funds is below.

#1Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $DIS $MDT

$114M

68 positions

#2Addison Advisors LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $IBM

$452M

980 positions

#3Good Harbor Advisors, Inc.Passive

Notable overlap · 5 shared positions

$HUM $WT $UNP $DHR $CB

$92M

82 positions

#4Wolfstich Capital, LLCActive

Notable overlap · 4 shared positions

$HUM $WT $IBM $KO

$114M

45 positions

#5Wingate Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HUM $WT $UNP

$187M

121 positions

#6GreatBanc Trust COActive

Notable overlap · 3 shared positions

$HUM $WT $MCD

$143M

67 positions

#7Grove Street Fiduciary, LLCActive

Notable overlap · 3 shared positions

$HUM $WT $IBM

$227M

74 positions

#8Noble Family Wealth, LLCActive

Notable overlap · 4 shared positions

$HUM $WT $UPS $MCD

$484M

76 positions

#9Cascades Capital Asset Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $MCD $LMT

$239M

158 positions

#10Granite FO LLCActive

Notable overlap · 4 shared positions

$HUM $GBDC $BA $UPS

$169M

170 positions

#11Gerald Baker Financial Group LLCPassive

Notable overlap · 5 shared positions

$HUM $DHR $MCD $UNP $KO

$253M

107 positions

#12Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$HUM $DHR $DE $LMT

$255M

70 positions

#13STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$HUM $DIS $GD $UNP

$547M

180 positions

#14Yoder Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$HUM $WT $C

$219M

124 positions

#15Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $DIS $LMT

$194M

54 positions

#16M3 Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $DIS $LMT

$130M

35 positions

#17Jackson, Grant Investment Advisers, Inc.Active

Notable overlap · 5 shared positions

$HUM $MCD $KO $DE $IBM

$300M

398 positions

#18FIDELITY D & D BANCORP INCActive

Notable overlap · 5 shared positions

$HUM $IBM $MCD $WT $LMT

$249M

107 positions

#19Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$HUM $NVS $DHR $KO

$120M

84 positions

#20E&G Advisors, LPPassive

Notable overlap · 3 shared positions

$HUM $WT $C

$449M

236 positions

#21Aberdeen Wealth Management LLCActive

Notable overlap · 5 shared positions

$HUM $CL $KO $UNP $MDT

$219M

179 positions

#22Hamrick Investment Counsel, llcPassive

Notable overlap · 4 shared positions

$HUM $IBM $UPS $CL

$180M

359 positions

#23Councilmark Asset Management, LLCActive

Notable overlap · 3 shared positions

$HUM $DIS $UNP

$174M

85 positions

#24ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$HUM $WT $KO

$753M

159 positions

#25Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 4 shared positions

$HUM $DHR $MCD $IBM

$251M

83 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.