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 Keystone Financial Services

13F Portfolio OverlapQ1 2026Keystone Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Keystone Financial Services is an institutional investor managing $341M across 119 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 Keystone Financial Services are ProVise Group,, FSB PREMIER WEALTH ,, SPWM Advisors, with shared positions in $PM, $SCHW, $BKNG, $AMAT, $COP, $WFC. The full ranking of 25 similar funds is below.

#1ProVise Management Group, LLCPassive

Notable overlap · 18 shared positions

$PM $SCHW $BKNG $AMAT $COP $WFC

$1.4B

261 positions

#2FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 17 shared positions

$PM $SCHW $BKNG $AMAT $COP $WFC

$319M

251 positions

#3SPWM Advisors LLCPassive

Some overlap · 16 shared positions

$PM $SCHW $BKNG $AMAT $COP $WFC

$115M

93 positions

#4Meriwether Wealth & Planning, LLCActive

Some overlap · 16 shared positions

$SCHW $BKNG $AMAT $COP $MCK $__PARK_1390777

$183M

126 positions

#5CRUX WEALTH ADVISORSPassive

Some overlap · 14 shared positions

$PM $SCHW $BKNG $AMAT $COP $WFC

$261M

181 positions

#6CULLEN INVESTMENT GROUP, LTD.Active

Some overlap · 13 shared positions

$PM $SCHW $BKNG $AMAT $COP $WFC

$758M

179 positions

#7Voya Financial Advisors, Inc.Active

Some overlap · 15 shared positions

$PM $SCHW $AMAT $WFC $BKNG $ADI

$1.0B

209 positions

#8Tranquilli Financial Advisor LLCPassive

Some overlap · 13 shared positions

$PM $SCHW $BKNG $AMAT $COP $WFC

$171M

132 positions

#9TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 11 shared positions

$PM $SCHW $BKNG $AMAT $COP $WFC

$132M

96 positions

#10Van Diest Capital, LLCPassive

Some overlap · 10 shared positions

$PM $SCHW $BKNG $AMAT $COP $WFC

$127M

190 positions

#11Coign Capital Advisors LLCActive

Some overlap · 6 shared positions

$SE $PM $SCHW $COP $MCK $ADI

$190M

80 positions

#12WCM INVESTMENT MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$SE $PM $MCK $NVS $MDT $FERG

$43.8B

263 positions

#13WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$SE $IAU $SCHW $COP

$508M

107 positions

#14Storen Legacy Partners, LLCPassive

Some overlap · 4 shared positions

$SE $IAU $PM $COP

$319M

102 positions

#15Addison Capital CoPassive

Some overlap · 4 shared positions

$SE $PM $SCHW $COP

$562M

182 positions

#16CASTLEARK MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$SE $SCHW $BKNG $ADI

$3.0B

292 positions

#17Oregon Pacific Wealth Management, LLCPassive

Some overlap · 7 shared positions

$PM $SCHW $BKNG $SE $AMAT $COP

$96M

105 positions

#18Sterling Financial Planning, Inc.Active

Some overlap · 4 shared positions

$SE $IAU $SCHW $COP

$337M

117 positions

#19Ifrah Financial Services, Inc.Passive

Some overlap · 4 shared positions

$SE $IAU $SCHW $GD

$378M

200 positions

#20Cobblestone Asset Management LLCPassive

Some overlap · 4 shared positions

$SE $IAU $PM $MCK

$222M

73 positions

#21Gibbs Wealth ManagementPassive

Some overlap · 5 shared positions

$SE $AMAT $ADI $PM $WFC

$762M

433 positions

#22Patriot Financial Group Insurance Agency, LLCPassive

Some overlap · 7 shared positions

$IAU $PM $BKNG $SCHW $COP $WFC

$1.8B

701 positions

#23Coronation Fund Managers Ltd.Active

Some overlap · 4 shared positions

$SE $SCHW $BKNG $ELV

$2.2B

53 positions

#24TRUIST FINANCIAL CORPPassive

Some overlap · 4 shared positions

$SE $IAU $PM $ADI

$74.2B

2,788 positions

#25Cooke Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$SE $IAU $SCHW

$113M

37 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.