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 OverlapQ1 2026Key FInancial portfolio →

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Most similar hedge funds by 13F overlap

Key FInancial Inc is an institutional investor managing $562M across 1,394 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 Key FInancial are SYM FINANCIAL, AMERICAN FINANCIAL & TAX STRATEGIES, Oxinas Partners Wealth, with shared positions in $WT, $SE, $GMM, $KO, $AGQ, $MAR. The full ranking of 25 similar funds is below.

#1SYM FINANCIAL CorpActive

Substantial overlap · 3 shared positions

$WT $SE $GMM

$1.0B

415 positions

#2AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $SE $GMM $KO

$206M

97 positions

#3Oxinas Partners Wealth Management LLCPassive

Notable overlap · 5 shared positions

$WT $SE $AGQ $MAR $PLTR

$219M

145 positions

#4Bravias Capital Group, LLCActive

Notable overlap · 5 shared positions

$WT $AGQ $GMM $MAR $VZ

$153M

96 positions

#5Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $SE $KO

$168M

176 positions

#6Reyes Financial Architecture, Inc.Passive

Notable overlap · 4 shared positions

$WT $AGQ $MCD $KO

$122M

348 positions

#7Lauer Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $PLTR $AGQ $MAR $VZ

$126M

67 positions

#8Stonekeep Investments, LLCActive

Notable overlap · 3 shared positions

$WT $SE $PLTR

$154M

66 positions

#9IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $AGQ $PLTR

$446M

95 positions

#10tru Independence LLCPassive

Notable overlap · 4 shared positions

$WT $AGQ $MCD $MAR

$202M

102 positions

#11Global View Capital Management LLCActive

Notable overlap · 5 shared positions

$WT $AGQ $SE $VZ $PLTR

$377M

140 positions

#12Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $PLTR

$142M

76 positions

#13Quattro Advisors LLCActive

Notable overlap · 4 shared positions

$WT $PLTR $MCD $KO

$115M

51 positions

#14ACT Advisors, LLC.Active

Notable overlap · 4 shared positions

$WT $GMM $KO $PLTR

$235M

78 positions

#15Melone Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $GMM $AGQ

$245M

60 positions

#16MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 4 shared positions

$WT $ADP $ABT $MAR

$240M

234 positions

#17Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $SE $AGQ

$213M

153 positions

#18Stonebridge Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$WT $ABT $KO $MAR

$104M

36 positions

#19Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $SE $PLTR

$298M

81 positions

#20Bonfire FinancialActive

Notable overlap · 3 shared positions

$WT $MAR $PLTR

$133M

57 positions

#21BIP Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $KO $SE

$2.5B

453 positions

#22Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$WT $PLTR $MCD

$143M

395 positions

#23Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $SE $KO

$90M

65 positions

#24Encompass More Asset ManagementPassive

Notable overlap · 3 shared positions

$WT $AGQ $PLTR

$597M

251 positions

#25WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$WT $SE $GMM $CI

$508M

107 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.