Hedge Funds Similar to Keystone Global Partners,

13F Portfolio OverlapQ1 2026Keystone Global Partners, portfolio →

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Most similar hedge funds by 13F overlap

Keystone Global Partners, LLC is an institutional investor managing $265M across 57 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 Global Partners, are Seneca Financial Advisors, WEBSTERROGERS FINANCIAL ADVISORS,, RCS Financial Planning,, with shared positions in $DDOG, $VLTO, $HUM, $KKR, $SNOW, $SHW. The full ranking of 25 similar funds is below.

#1Seneca Financial Advisors LLCActive

Notable overlap · 5 shared positions

$DDOG $VLTO $HUM $KKR $SNOW

$341M

64 positions

#2WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$DDOG $VLTO $HUM $SNOW

$350M

95 positions

#3RCS Financial Planning, LLCPassive

Some overlap · 3 shared positions

$DDOG $VLTO $SNOW

$193M

98 positions

#4Colony Family Offices, LLCActive

Some overlap · 3 shared positions

$DDOG $HUM $KKR

$406M

62 positions

#5NewCorp Financial Services, Inc.Active

Some overlap · 3 shared positions

$DDOG $HUM $SNOW

$115M

50 positions

#6Gutierrez Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$DDOG $HUM $SNOW

$161M

70 positions

#7Luminvest Wealth Management LLCSmart money

Some overlap · 3 shared positions

$DDOG $HUM $KKR

$382M

55 positions

#8Mallini Complete Financial Planning LLCSmart money

Some overlap · 3 shared positions

$DDOG $KKR $HUM

$126M

61 positions

#9Beaird Harris Wealth Management, LLCActive

Some overlap · 3 shared positions

$DDOG $SHW $SNOW

$1.5B

686 positions

#10DRAVO BAY LLCActive

Some overlap · 3 shared positions

$DDOG $KKR $SNOW

$246M

54 positions

#11Schiavi & Co LLCSmart money

Some overlap · 3 shared positions

$DDOG $KKR $SNOW

$337M

50 positions

#12Passive Capital Management, LLC.Active

Some overlap · 3 shared positions

$DDOG $KKR $SNOW

$335M

104 positions

#13SQUARE PEG CAPITAL PTY LTDActive

Some overlap · 3 shared positions

$DDOG $SNOW $SHOP

$75M

10 positions

#14Level Wealth Management LLCSmart money

Some overlap · 3 shared positions

$DDOG $HUM $KKR

$213M

67 positions

#15Alvarez & Marsal Private Wealth Partners, LLCActive

Some overlap · 3 shared positions

$DDOG $GLDM $VLTO

$712M

177 positions

#16Lutz Financial Services LLCActive

Some overlap · 3 shared positions

$DDOG $VLTO $HUM

$1.5B

100 positions

#17Cornerstone Financial Management LLCPassive

Some overlap · 5 shared positions

$VLTO $DDOG $HUM $KKR $SNOW

$109M

1,311 positions

#18Mustard Seed Financial, LLCPassive

Some overlap · 3 shared positions

$DDOG $KKR $SNOW

$167M

92 positions

#19Orgel Wealth Management, LLCActive

Some overlap · 3 shared positions

$DDOG $HUM $SNOW

$4.6B

95 positions

#20Gleason Group, Inc.Active

Some overlap · 3 shared positions

$DDOG $HUM $KKR

$1.0B

229 positions

#21ONE Advisory Partners, LLCActive

Some overlap · 3 shared positions

$DDOG $VLTO $HUM

$324M

72 positions

#22CONQUIS FINANCIAL LLCSmart money

Some overlap · 4 shared positions

$DDOG $HUM $SNOW $SOLV

$121M

54 positions

#23CLIFTONLARSONALLEN WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$DDOG $HUM $SNOW

$6.8B

222 positions

#24Newton One Investments LLCActive

Some overlap · 4 shared positions

$DDOG $SNOW $HUM $KKR

$368M

121 positions

#25Hurlow Wealth Management Group, Inc.Active

Some overlap · 4 shared positions

$DDOG $HUM $SNOW $KKR

$420M

120 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.