What hedge funds are most similar to Key FInancial Inc?

The funds with the most similar 13F portfolios to Key FInancial Inc are CULBERTSON A N, HALL, CONNING, 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 Key FInancial

13F Portfolio OverlapQ2 2026Key FInancial portfolio →

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Most similar hedge funds by 13F overlap

Key FInancial Inc is an institutional investor managing $611M across 1,356 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 Key FInancial are CULBERTSON A N, HALL, CONNING, with shared positions in $MCD, $STT, $ADP, $ABT, $GLW, $PEP. The full ranking of 25 similar funds is below.

#1CULBERTSON A N & CO INCActive

Some overlap · 6 shared positions

$MCD $STT $ADP $ABT $GLW $PEP

$861M

137 positions

#2HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 6 shared positions

$STT $MCD $ADP $ABT $PEP $TJX

$321M

107 positions

#3CONNING INC.Passive

Some overlap · 5 shared positions

$CI $MCD $ADP $ABT $GLW

$3.3B

329 positions

#4WENDELL DAVID ASSOCIATES INCActive

Some overlap · 6 shared positions

$MCD $ADP $ABT $MPC $PEP $TJX

$958M

151 positions

#5Wilmington Savings Fund Society, FSBPassive

Some overlap · 6 shared positions

$STT $MCD $ABT $GLW $PEP $TJX

$4.4B

1,470 positions

#6Partnership Wealth Management, LLCActive

Slight overlap · 6 shared positions

$MCD $ABT $ADP $GLW $PEP $PFE

$140M

67 positions

#7HALL LAURIE J TRUSTEEPassive

Slight overlap · 5 shared positions

$CI $STT $ABT $PEP $TJX

$314M

98 positions

#8PINKERTON WEALTH, LLCActive

Slight overlap · 5 shared positions

$STT $MCD $ADP $ABT $PEP

$1.2B

103 positions

#9Walsky Investment Management, Inc.Passive

Slight overlap · 5 shared positions

$STT $MCD $ADP $ABT $PEP

$108M

52 positions

#10SHERMAN PORFOLIOS, LLCSmart money

Slight overlap · 5 shared positions

$STT $MCD $ADP $ABT $PEP

$1.3B

97 positions

#11CAMBIENT FAMILY OFFICE, LLCPassive

Slight overlap · 5 shared positions

$MCD $PLTR $ADP $ABT $PEP

$813M

328 positions

#12KDT Advisors, LLCPassive

Slight overlap · 5 shared positions

$MCD $PLTR $ADP $GLW $PEP

$72M

73 positions

#13Peachtree Investment Partners, LLCActive

Slight overlap · 6 shared positions

$ADP $PLTR $MCD $GLW $ABT $TJX

$312M

143 positions

#14Boit C F DavidPassive

Slight overlap · 5 shared positions

$MCD $ADP $ABT $GLW $PEP

$238M

85 positions

#15BROADWATER CAPITAL MANAGEMENT LLCPassive

Slight overlap · 5 shared positions

$MCD $ADP $ABT $MPC $PEP

$138M

208 positions

#16DMKC Advisory Services, LLCActive

Slight overlap · 5 shared positions

$STT $ADP $ABT $PEP $PFE

$530M

92 positions

#17Bill Few Associates, Inc.Passive

Slight overlap · 5 shared positions

$STT $ADP $ABT $PEP $TJX

$485M

234 positions

#18FIRST INTERSTATE BANKActive

Slight overlap · 5 shared positions

$STT $MCD $ABT $PFE $MPC

$1.9B

197 positions

#19Willis Investment CounselActive

Slight overlap · 5 shared positions

$MCD $ADP $ABT $PEP $PFE

$2.0B

128 positions

#20Marble Harbor Investment Counsel, LLCActive

Slight overlap · 5 shared positions

$MCD $ADP $ABT $PEP $PFE

$984M

200 positions

#21DAVIDSON TRUST COPassive

Slight overlap · 5 shared positions

$MCD $ADP $ABT $PEP $PFE

$253M

183 positions

#22NBT BANK N A /NYPassive

Slight overlap · 5 shared positions

$MCD $ADP $ABT $PEP $TJX

$1.5B

571 positions

#23Palisade Asset Management, LLCPassive

Slight overlap · 5 shared positions

$MCD $ADP $ABT $PEP $TJX

$1.1B

204 positions

#24RESOURCES MANAGEMENT CORP /CT/ /ADVPassive

Slight overlap · 5 shared positions

$MCD $ADP $ABT $PEP $TJX

$794M

188 positions

#25Michael Brady & Co., LLCActive

Slight overlap · 5 shared positions

$MCD $ADP $ABT $PEP $TJX

$110M

55 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.