13F Pro

Hedge Funds Similar to Keystone Financial Group

13F Portfolio OverlapQ1 2026Keystone Financial Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Keystone Financial Group is an institutional investor managing $1.5B across 524 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 Group are Markin Volterra Fund, Gunderson, FAGAN ASSOCIATES,, with shared positions in $PLTR, $STX, $AMD, $BA, $LOW, $MS. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$PLTR$STX$AMD
$65M
34 positions
#2Gunderson Capital Management Inc.Passive
Some overlap · 3 shared positions
$PLTR$AMD$STX
$239M
46 positions
#3FAGAN ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$PLTR$AMD$BA$LOW
$719M
135 positions
#4PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$PLTR$AMD$BA$MS
$143M
96 positions
#5Henson-Edgewater Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$AMD$BA$MCD
$157M
66 positions
#6Ethos Capital Management, Inc.Active
Some overlap · 3 shared positions
$PLTR$AMD$T
$117M
56 positions
#7McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$PLTR$AMD$MS
$885M
121 positions
#8Blue Sparrow, LLC /DEActive
Some overlap · 3 shared positions
$PLTR$AMD$MS
$5.8B
176 positions
#9Saudi Central BankPassive
Some overlap · 4 shared positions
$PLTR$AMD$T$MCD
$4.7B
514 positions
#10Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$STX$AMD
$114M
52 positions
#11Optiver Holding B.V.Active
Some overlap · 3 shared positions
$PLTR$AMD$MS
$289.5B
2,301 positions
#12RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$PLTR$AMD$BA
$829M
92 positions
#13Bay Rivers GroupPassive
Some overlap · 5 shared positions
$AMD$PLTR$HUM$BA$MDY
$240M
109 positions
#14Ratan Capital Management LPActive
Some overlap · 4 shared positions
$PLTR$AMD$BA$SOLV
$269M
35 positions
#15Kingsman Wealth Management, Inc.Active
Some overlap · 5 shared positions
$PLTR$STX$BA$MS$AMD
$178M
70 positions
#16Intellus Advisors LLCActive
Some overlap · 6 shared positions
$AMD$SOLV$PLTR$HUM$IAU$MS
$732M
125 positions
#17KERR FINANCIAL PLANNING CorpPassive
Some overlap · 3 shared positions
$PLTR$AMD$SOLV
$90M
545 positions
#18Gunpowder Capital Management, LLC dba Oliver Wealth ManagementPassive
Some overlap · 5 shared positions
$PLTR$AMD$IAU$HUM$MDY
$132M
408 positions
#19AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$PLTR$AMD$BA
$200M
93 positions
#20Hudson Bay Capital Management LPPassive
Some overlap · 3 shared positions
$PLTR$AMD$DIS
$29.0B
1,378 positions
#21IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive
Some overlap · 4 shared positions
$AMD$PLTR$MCD$DIS
$1.3B
290 positions
#22Global X Japan Co., Ltd.Active
Some overlap · 3 shared positions
$PLTR$AMD$MCD
$1.9B
378 positions
#23Arsenal Capital Advisors LLCPassive
Some overlap · 4 shared positions
$PLTR$SOLV$HUM$MS
$138M
98 positions
#24Decker Retirement Planning Inc.Passive
Some overlap · 4 shared positions
$STX$HUM$MS$PLTR
$221M
284 positions
#25Finer Wealth Management, Inc.Active
Some overlap · 4 shared positions
$AMD$PLTR$T$MCD
$199M
87 positions

Compare Keystone Financial Group’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 Keystone Financial Group’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.