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 OverlapQ1 2026Keebeck Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Keebeck Wealth Management is an institutional investor managing $889M across 426 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 Keebeck Wealth are Ridge Creek Global,, Marshall & Sterling Wealth Advisors, Elwood & Goetz Wealth Advisory Group,, with shared positions in $MAR, $WT, $IAU, $ETN, $WM, $LOW. The full ranking of 25 similar funds is below.

#1Ridge Creek Global, IncActive

Some overlap · 4 shared positions

$MAR $WT $IAU $ETN

$118M

85 positions

#2Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 4 shared positions

$MAR $WT $ETN $WM

$153M

344 positions

#3Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$MAR $WT $IAU $LOW

$589M

138 positions

#4THEORY FINANCIAL LLCPassive

Some overlap · 4 shared positions

$MAR $WT $DDOG $MDLZ

$285M

94 positions

#5Stonebridge Financial Group, LLCPassive

Some overlap · 7 shared positions

$WT $DDOG $LOW $IAU $ADI $TXN

$1.2B

262 positions

#6VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 3 shared positions

$MAR $WT $LOW

$301M

176 positions

#7Argo Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$MAR $WT $LOW

$170M

48 positions

#8CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 3 shared positions

$MAR $WT $IAU

$149M

96 positions

#9Bravias Capital Group, LLCActive

Some overlap · 3 shared positions

$MAR $WT $WM

$153M

96 positions

#10Heritage Family Offices, LLPPassive

Some overlap · 9 shared positions

$KLAC $APH $LOW $DDOG $ETN $ADI

$225M

196 positions

#11Guinness Asset Management LTDActive

Some overlap · 7 shared positions

$MDLZ $KLAC $APH $ETN $TXN $EMR

$5.8B

143 positions

#12Sound Stewardship, LLCActive

Some overlap · 3 shared positions

$MAR $WT $IAU

$218M

63 positions

#13Hobart Private Capital, LLCPassive

Some overlap · 3 shared positions

$MAR $WT $DDOG

$509M

132 positions

#14Baker Ellis Asset Management LLCPassive

Some overlap · 3 shared positions

$MAR $WT $ADI

$842M

254 positions

#15AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 3 shared positions

$MAR $DDOG $LOW

$445M

77 positions

#16Verisail Partners, LLCSmart money

Some overlap · 3 shared positions

$MAR $DDOG $IAU

$246M

25 positions

#17CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$MAR $DDOG $TXN

$157M

130 positions

#18Nova Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$MDLZ $WT $MAR $IAU $APH

$154M

545 positions

#19LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$MAR $WT $DDOG $IAU

$595M

360 positions

#20TRUST CO OF OKLAHOMAPassive

Some overlap · 4 shared positions

$MAR $APH $ICE $ETN

$343M

139 positions

#21Capital Advisors Wealth Management, LLCPassive

Some overlap · 3 shared positions

$MAR $DDOG $IAU

$745M

219 positions

#22Leeward Financial Partners, LLCPassive

Some overlap · 3 shared positions

$MAR $DDOG $APH

$336M

97 positions

#23CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 8 shared positions

$KLAC $APH $LOW $ETN $ADI $TXN

$1.2B

103 positions

#24PeakShares LLCPassive

Some overlap · 3 shared positions

$MAR $KLAC $WM

$109M

116 positions

#25Sheridan Capital Management, LLCSmart money

Some overlap · 4 shared positions

$MAR $IAU $DDOG $MDLZ

$190M

31 positions

Compare Keebeck Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Keebeck Wealth’s holdings

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.