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Hedge Funds Similar to Keystone Financial Group

13F Portfolio OverlapQ2 2026Keystone Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Keystone Financial Group is an institutional investor managing $1.7B across 567 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 Keystone Financial Group are Dedeker Financial, Parkway Wealth Group, Riverview, with shared positions in $STX, $PLTR, $CRWD, $WDC, $T, $LOW. The full ranking of 25 similar funds is below.

#1Dedeker Financial LLCActive
Notable overlap · 4 shared positions
$STX$PLTR$CRWD$WDC
$176M
55 positions
#2Parkway Wealth Management Group, LLCActive
Notable overlap · 4 shared positions
$STX$PLTR$T$WDC
$866M
147 positions
#3Riverview Trust CoActive
Notable overlap · 3 shared positions
$STX$LOW$MCD
$84M
166 positions
#4CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$STX$BA$DIS
$2.0B
76 positions
#5Avala Global LPActive
Notable overlap · 3 shared positions
$STX$BA$WDC
$2.7B
30 positions
#6Maytus Capital Management, LLCPassive
Notable overlap · 3 shared positions
$STX$T$CRWD
$636M
62 positions
#7EXCHANGE TRADED CONCEPTS, LLCPassive
Some overlap · 3 shared positions
$STX$WDC$PM
$21.9B
1,580 positions
#8WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$STX$WDC$PM
$55.2B
266 positions
#9Aufman Associates IncSmart money
Some overlap · 3 shared positions
$STX$DIS$MCD
$251M
67 positions
#10SMITH SHELLNUT WILSON LLC /ADVPassive
Some overlap · 5 shared positions
$STX$LOW$MCD$WFC$PM
$268M
161 positions
#11Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$STX$MDY$DIS$CRWD
$418M
232 positions
#12Decker Retirement Planning Inc.Active
Some overlap · 4 shared positions
$STX$WDC$PLTR$IAU
$294M
441 positions
#13UNICOM Systems, Inc.Active
Some overlap · 4 shared positions
$PLTR$STX$WDC$IONQ
$1.5B
39 positions
#14VMS Asset Management LimitedPassive
Some overlap · 3 shared positions
$STX$CRWD$WDC
$315M
33 positions
#15Keystone Wealth Services, LLCPassive
Some overlap · 5 shared positions
$STX$PLTR$WFC$IAU$PM
$539M
327 positions
#16Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$STX$PLTR$BA$CRWD
$214M
76 positions
#17CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$STX$DIS$WDC
$569M
256 positions
#18American State Bank (Iowa)Passive
Some overlap · 5 shared positions
$STX$BA$MCD$T$WFC
$247M
139 positions
#19United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$PLTR$STX$IONQ
$763M
98 positions
#20Leisure Capital ManagementActive
Some overlap · 3 shared positions
$STX$LOW$WFC
$320M
157 positions
#21Range Financial Group LLCPassive
Some overlap · 5 shared positions
$STX$LOW$MCD$WDC$PM
$366M
206 positions
#22Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$STX$WDC
$161M
56 positions
#23SENTINEL TRUST CO LBASmart money
Some overlap · 5 shared positions
$PLTR$MCD$MDY$IAU$IONQ
$1.1B
136 positions
#24Pinnacle West Asset Management, Inc.Passive
Some overlap · 4 shared positions
$STX$BA$MCD$DIS
$145M
104 positions
#25Alliance Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$PLTR$BA$DIS$WFC$PM
$308M
172 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.