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 Keebeck Wealth

13F Portfolio OverlapQ2 2026Keebeck Wealth portfolio →

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Most similar hedge funds by 13F overlap

Keebeck Wealth Management is an institutional investor managing $1.0B across 471 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 Keebeck Wealth are CAMPBELL NEWMAN ASSET, Pacific Excel Wealth Advisors, Heritage Family Offices, LLP, with shared positions in $KLAC, $APH, $TXN, $ADI, $ETN, $STT. The full ranking of 25 similar funds is below.

#1CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 12 shared positions

$KLAC $APH $TXN $ADI $ETN $STT

$1.3B

99 positions

#2Pacific Excel Wealth Advisors, Inc.Passive

Notable overlap · 9 shared positions

$KLAC $APH $TXN $ADI $ETN $STT

$258M

228 positions

#3Heritage Family Offices, LLPPassive

Notable overlap · 9 shared positions

$KLAC $APH $TXN $ADI $ETN $STT

$259M

233 positions

#4Community Financial Services Group, LLCPassive

Some overlap · 7 shared positions

$KLAC $APH $ADI $ETN $LOW $WM

$655M

539 positions

#5Petros Family Wealth, LLCPassive

Some overlap · 6 shared positions

$KLAC $TXN $ADI $LOW $EMR $SYK

$164M

134 positions

#6BRADY FAMILY WEALTH, LLCPassive

Some overlap · 7 shared positions

$APH $TXN $ADI $ETN $LOW $SBUX

$346M

113 positions

#7AMICA MUTUAL INSURANCE COActive

Some overlap · 5 shared positions

$KLAC $APH $TXN $STT $WM

$1.2B

142 positions

#8DIVIDEND ASSETS CAPITAL, LLCPassive

Some overlap · 5 shared positions

$KLAC $TXN $ET $LOW $WMB

$517M

137 positions

#9GLOBALT Investments LLC / GAActive

Some overlap · 7 shared positions

$TXN $ADI $STT $KLAC $ETN $WM

$2.9B

212 positions

#10Blossom Wealth ManagementActive

Some overlap · 7 shared positions

$APH $TXN $ADI $WM $IAU $WEC

$71M

72 positions

#11Railway Pension Investments LtdActive

Some overlap · 5 shared positions

$KLAC $APH $TXN $ADI $SYK

$8.0B

102 positions

#12Signet Private Wealth LLCPassive

Some overlap · 5 shared positions

$KLAC $TXN $ETN $WMB $APH

$125M

127 positions

#13CYPRESS ASSET MANAGEMENT INC/TXActive

Some overlap · 7 shared positions

$KLAC $ADI $ETN $TXN $EMR $LOW

$506M

107 positions

#14ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 4 shared positions

$KLAC $APH $TXN $ADI

$409M

182 positions

#15Guinness Atkinson Asset Management IncPassive

Some overlap · 5 shared positions

$KLAC $APH $ETN $TXN $EMR

$223M

107 positions

#16Ifrah Financial Services, Inc.Passive

Some overlap · 5 shared positions

$KLAC $TXN $ETN $IAU $SYK

$396M

205 positions

#17Dakota Wealth ManagementPassive

Some overlap · 6 shared positions

$KLAC $ADI $APH $IAU $WM $ETN

$5.2B

776 positions

#18INVESCO, LLCActive

Some overlap · 4 shared positions

$KLAC $APH $TXN $ADI

$321M

131 positions

#19Guinness Asset Management LTDActive

Some overlap · 5 shared positions

$KLAC $TXN $APH $ETN $EMR

$5.9B

141 positions

#20COLTON GROOME FINANCIAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$KLAC $ETN $STT $EMR $LOW

$427M

162 positions

#21NZS Capital, LLCActive

Some overlap · 4 shared positions

$KLAC $APH $TXN $SYK

$3.9B

61 positions

#22Norway Savings BankPassive

Some overlap · 4 shared positions

$KLAC $APH $ADI $LOW

$244M

103 positions

#23Turtle Creek Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$KLAC $APH $ET $TXN

$2.0B

505 positions

#24GILPIN WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KLAC $ET $WM $EMR $SYK

$148M

1,422 positions

#25Leelyn Smith, LLCActive

Some overlap · 4 shared positions

$KLAC $TXN $ADI $ETN

$822M

157 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.