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 OverlapQ2 2026Keystone Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Keystone Financial Services is an institutional investor managing $388M across 131 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 Keystone Financial Services are ProVise Group, FSB PREMIER WEALTH, Tranquilli Financial Advisor, with shared positions in $PM, $WFC, $ADI, $SCHW, $BKNG, $NVS. The full ranking of 25 similar funds is below.

#1ProVise Management Group, LLCPassive

Substantial overlap · 19 shared positions

$PM $WFC $ADI $SCHW $BKNG $NVS

$1.5B

282 positions

#2FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Substantial overlap · 18 shared positions

$PM $BKNG $SCHW $ADI $WFC $GD

$355M

257 positions

#3Tranquilli Financial Advisor LLCPassive

Substantial overlap · 16 shared positions

$BKNG $SCHW $PM $BDX $WFC $BNY

$186M

135 positions

#4CRUX WEALTH ADVISORSPassive

Substantial overlap · 18 shared positions

$SCHW $BKNG $PM $ADI $ELV $WFC

$289M

192 positions

#5Independence Wealth Advisors, LLCActive

Notable overlap · 15 shared positions

$BKNG $SCHW $PM $ADI $ELV $WFC

$199M

85 positions

#6TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 10 shared positions

$PM $BKNG $SCHW $WFC $BDX $MDT

$143M

104 positions

#7Oregon Pacific Wealth Management, LLCActive

Notable overlap · 12 shared positions

$BKNG $SCHW $PM $ELV $ADI $GD

$107M

115 positions

#8SPWM Advisors LLCActive

Notable overlap · 14 shared positions

$SCHW $BKNG $PM $ELV $WFC $BDX

$108M

90 positions

#9Meriwether Wealth & Planning, LLCActive

Notable overlap · 14 shared positions

$BKNG $SCHW $GD $COP $BNY $BDX

$202M

122 positions

#10Voya Financial Advisors, Inc.Smart money

Notable overlap · 15 shared positions

$PM $SCHW $BKNG $WFC $ELV $ADI

$1.1B

208 positions

#11CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 12 shared positions

$PM $ADI $GD $SCHW $MDT $WFC

$827M

181 positions

#12Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$PM $GD $COP $NVS $UL $MDT

$10.2B

208 positions

#13Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 14 shared positions

$IAU $PM $BKNG $SCHW $NVS $BNY

$637M

125 positions

#14First Eagle Investment Management, LLCActive

Notable overlap · 7 shared positions

$BNY $BDX $PM $BKNG $MDT $CCZ

$59.9B

424 positions

#15KLEIN PAVLIS & PEASLEY FINANCIAL, INC.Passive

Notable overlap · 6 shared positions

$PM $SCHW $COP $MDT $UL $MCK

$192M

89 positions

#16Peoples Bank/KSPassive

Notable overlap · 7 shared positions

$WFC $ADI $GD $BNY $MCK $ELV

$103M

98 positions

#17Unique Wealth Strategies, LLCPassive

Notable overlap · 12 shared positions

$BKNG $GD $PM $ADI $BNY $ELV

$275M

223 positions

#18CORTLAND ASSOCIATES INC/MOActive

Notable overlap · 5 shared positions

$BKNG $PM $BDX $MCK $ICE

$692M

62 positions

#19Timber Creek Capital Management LLCPassive

Notable overlap · 7 shared positions

$IAU $SCHW $BDX $ELV $NVS $ICE

$490M

80 positions

#20FIDUCIARY MANAGEMENT INC /WI/Active

Notable overlap · 5 shared positions

$BKNG $SCHW $BDX $UL $FERG

$7.0B

56 positions

#21AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$PM $BNY $MDT $BKNG $ELV $UL

$745M

184 positions

#22DODGE & COXActive

Notable overlap · 6 shared positions

$SCHW $BKNG $WFC $CCZ $BNY $AON

$191.0B

222 positions

#23Kinsale Capital Group, Inc.Active

Notable overlap · 4 shared positions

$PM $SCHW $BNY $MCK

$754M

41 positions

#24Spectrum Asset Management, Inc. (NB/CA)Passive

Notable overlap · 5 shared positions

$IAU $WFC $SCHW $NVS $MCK

$362M

116 positions

#25Patriot Financial Group Insurance Agency, LLCPassive

Notable overlap · 10 shared positions

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

$974M

491 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.