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Hedge Funds Similar to Keudell/Morrison Wealth

13F Portfolio OverlapQ1 2026Keudell/Morrison Wealth portfolio →
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Most similar hedge funds by 13F overlap

Keudell/Morrison Wealth Management is an institutional investor managing $529M across 260 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 Keudell/Morrison Wealth are SWAN, Hurlow Wealth Group,, Financial Alternatives,, with shared positions in $SNPS, $KKR, $SCHW, $USB, $HUM, $TECK. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$SNPS$KKR$SCHW$USB$HUM
$272M
554 positions
#2Hurlow Wealth Management Group, Inc.Active
Notable overlap · 5 shared positions
$SNPS$SCHW$USB$HUM$KKR
$420M
120 positions
#3Financial Alternatives, IncActive
Notable overlap · 3 shared positions
$SNPS$SCHW$HUM
$185M
79 positions
#4CROBANPassive
Notable overlap · 4 shared positions
$KKR$TECK$SCHW$AMGN
$213M
73 positions
#5North Ridge Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$SNPS$SCHW$T
$178M
193 positions
#6EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$SNPS$SHOP$ASML$GILD
$15.5B
87 positions
#7Plan Group Financial, LLCPassive
Notable overlap · 8 shared positions
$SHOP$SNPS$TECK$PM$VZ$T
$426M
229 positions
#8FARALLON CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$SNPS$KKR$SCHW
$17.5B
172 positions
#9BlueSky Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$SNPS$USB$SCHW
$777M
115 positions
#10Curran Financial Partners, LLCActive
Some overlap · 5 shared positions
$KKR$TECK$USB$HUM$SCHW
$559M
127 positions
#11RIVERPARK CAPITAL MANAGEMENT LLC
Some overlap · 3 shared positions
$SCHW$SHOP$KKR
$52M
36 positions
#12AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 5 shared positions
$SNPS$SCHW$PM$MO$USB
$206M
97 positions
#13Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$KKR$TECK$PM$MS$T$HUM
$123M
111 positions
#14Tide Cove Capital Partners LLCSmart money
Some overlap · 4 shared positions
$KKR$SCHW$USB$HUM
$147M
13 positions
#15Heron Bay Capital ManagementActive
Some overlap · 3 shared positions
$KKR$SCHW$LRCX
$1.1B
78 positions
#16BLUELINE ADVISORS LLCActive
Some overlap · 5 shared positions
$TECK$SCHW$USB$HUM$KKR
$129M
217 positions
#17Decker Retirement Planning Inc.Passive
Some overlap · 6 shared positions
$SCHW$KKR$LRCX$MS$HUM$ASML
$221M
284 positions
#18Ranch Capital Advisors Inc.Passive
Some overlap · 7 shared positions
$KKR$VZ$MS$GILD$T$HUM
$277M
154 positions
#19Financial Perspectives, IncPassive
Some overlap · 8 shared positions
$KKR$SHOP$MS$HUM$ASML$AMGN
$358M
716 positions
#20Trust CoActive
Some overlap · 5 shared positions
$SNPS$SHOP$KKR$VZ$PM
$1.1B
907 positions
#21City State BankPassive
Some overlap · 3 shared positions
$KKR$SNPS$HUM
$385M
784 positions
#22Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 5 shared positions
$KKR$SCHW$USB$VZ$GILD
$462M
228 positions
#23Montis Financial, LLCActive
Some overlap · 5 shared positions
$KKR$TECK$USB$HUM$MS
$484M
150 positions
#24AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$SCHW$KKR$USB$PM
$710M
221 positions
#25Employees' Retirement Fund of the City of Fort WorthActive
Some overlap · 3 shared positions
$KKR$SCHW$HUM
$230M
21 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.