What hedge funds are most similar to Keystone Financial Planning, Inc.?

The funds with the most similar 13F portfolios to Keystone Financial Planning, Inc. are GQG Partners, TrueMark Investments,, BCWM,, based on overlapping conviction holdings in the latest SEC filings.

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 Keystone Financial Planning,

13F Portfolio OverlapQ1 2026Keystone Financial Planning, portfolio →

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Most similar hedge funds by 13F overlap

Keystone Financial Planning, Inc. is an institutional investor managing $388M across 39 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 Keystone Financial Planning, are GQG Partners, TrueMark Investments,, BCWM,, with shared positions in $VZ, $BTI, $MO, $PM, $CME, $UL. The full ranking of 25 similar funds is below.

#1GQG Partners LLCActive

Notable overlap · 8 shared positions

$VZ $BTI $MO $PM $CME $UL

$63.1B

81 positions

#2TrueMark Investments, LLCPassive

Notable overlap · 7 shared positions

$VZ $BTI $CME $PM $MO $UPS

$514M

167 positions

#3BCWM, LLCPassive

Notable overlap · 7 shared positions

$USB $VZ $BMY $MO $PFE $UPS

$353M

57 positions

#4PARK CIRCLE CoActive

Notable overlap · 8 shared positions

$VZ $MO $PFE $TROW $PM $BNS

$108M

51 positions

#5CORDA Investment Management, LLC.Active

Notable overlap · 7 shared positions

$USB $VZ $CME $PFE $KO $MCD

$1.4B

80 positions

#6Carolina Wealth Advisors, LLCPassive

Notable overlap · 12 shared positions

$MO $VZ $BMY $PM $UL $TROW

$240M

278 positions

#7EQUITY INVESTMENT CORPActive

Notable overlap · 9 shared positions

$VZ $USB $UL $UPS $GPC $T

$5.1B

71 positions

#8Hillman Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$VZ $BMY $USB $PFE $TROW $UPS

$144M

56 positions

#9Center for Wealth Management AdvisoryActive

Notable overlap · 10 shared positions

$VZ $CME $USB $PFE $UPS $MO

$139M

62 positions

#10Windle Wealth, LLCActive

Notable overlap · 7 shared positions

$VZ $UL $MO $TROW $KO $MCD

$237M

32 positions

#11Measured Risk Portfolios, Inc.Passive

Notable overlap · 6 shared positions

$VZ $CME $MO $PM $UPS $KO

$91M

66 positions

#12Catherine Avery Investment Management LLCPassive

Notable overlap · 10 shared positions

$VZ $BMY $PFE $UPS $KO $MCD

$223M

109 positions

#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$VZ $CME $PM $UPS $KO $MCD

$220M

148 positions

#14Nan Shan Life Insurance Co., Ltd.Active

Notable overlap · 7 shared positions

$VZ $BMY $USB $PFE $CME $CVS

$2.8B

87 positions

#15OPAL CAPITAL LLCPassive

Notable overlap · 6 shared positions

$VZ $BTI $CME $PM $UPS $GSK

$565M

141 positions

#16FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 9 shared positions

$MO $USB $PFE $VZ $CME $KO

$1.5B

235 positions

#17Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$VZ $CME $PFE $BMY $MCD $LMT

$199M

40 positions

#18Kennon-Green & Company, LLCActive

Notable overlap · 8 shared positions

$BTI $MO $UL $PM $KO $MCD

$122M

39 positions

#19Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$VZ $BMY $CME $MCD $GPC $LMT

$449M

56 positions

#20BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 9 shared positions

$MO $CME $VZ $PM $BMY $KO

$480M

133 positions

#21VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$BMY $VZ $MO $BTI $PFE $KO

$976M

142 positions

#22Disciplined Equity Management, Inc.Active

Notable overlap · 5 shared positions

$VZ $USB $MO $PFE $T

$199M

44 positions

#23Altrius Capital Management IncPassive

Notable overlap · 8 shared positions

$BTI $MO $VZ $PM $PFE $LMT

$503M

87 positions

#24Slocum, Gordon & Co LLPPassive

Notable overlap · 7 shared positions

$VZ $UL $PFE $MCD $IBM $T

$147M

64 positions

#25Optimist Retirement Group LLCActive

Notable overlap · 11 shared positions

$VZ $BMY $PFE $BTI $PM $MO

$227M

113 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.