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Hedge Funds Similar to Keystone Wealth Services,

13F Portfolio OverlapQ1 2026Keystone Wealth Services, portfolio →
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Most similar hedge funds by 13F overlap

Keystone Wealth Services, LLC is an institutional investor managing $468M across 294 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 Wealth Services, are BEACON INVESTMENT ADVISORY SERVICES,, Farrell Financial, HARRIS ASSOCIATES L P, with shared positions in $COP, $HUM, $AMD, $IAU, $CRM, $WFC. The full ranking of 25 similar funds is below.

#1BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$COP$HUM$AMD$IAU
$2.4B
787 positions
#2Farrell Financial LLCPassive
Some overlap · 4 shared positions
$COP$HUM$CRM$IAU
$167M
76 positions
#3HARRIS ASSOCIATES L PActive
Some overlap · 4 shared positions
$COP$WFC$PSX$CRM
$75.0B
158 positions
#4WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 4 shared positions
$COP$HUM$IAU$WFC
$284M
123 positions
#5RM Financial Services, LLCActive
Some overlap · 3 shared positions
$COP$HUM$PSX
$116M
75 positions
#6Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$COP$HUM$AMD
$67M
42 positions
#7Forum Private Client Group LLCActive
Some overlap · 4 shared positions
$COP$HUM$IAU$TT
$300M
80 positions
#8Integrity Investment Advisors, LLCActive
Some overlap · 5 shared positions
$COP$HUM$IAU$PLTR$AMD
$184M
74 positions
#9Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$COP$WFC$AMD$IAU
$180M
73 positions
#10truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$COP$HUM$PLTR
$97M
49 positions
#11Montis Financial, LLCActive
Some overlap · 3 shared positions
$COP$HUM$IAU
$484M
150 positions
#12Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$COP$HUM$IAU
$480M
160 positions
#13White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$COP$HUM$IAU
$721M
145 positions
#14Madden Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$COP$HUM$IAU
$254M
108 positions
#15Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$COP$HUM$IAU
$420M
120 positions
#16Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$COP$HUM$IAU
$98M
68 positions
#17Resonant Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$COP$HUM$IAU
$1.9B
495 positions
#18PECAUT & CO.Active
Some overlap · 3 shared positions
$COP$HUM$SBUX
$308M
66 positions
#19SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$COP$WFC$PSX
$728M
79 positions
#20CWC Advisors, LLC.Passive
Some overlap · 3 shared positions
$COP$WFC$PSX
$210M
149 positions
#21Kuhn & Co Investment CounselPassive
Some overlap · 3 shared positions
$COP$WFC$PSX
$155M
142 positions
#22Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsPassive
Some overlap · 4 shared positions
$COP$HUM$PLTR$IAU
$818M
489 positions
#23Graves-Light Private Wealth Management, Inc.Active
Some overlap · 3 shared positions
$COP$HUM$WFC
$961M
197 positions
#24WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$COP$HUM$PSX
$350M
95 positions
#25Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$COP$WFC$TT
$231M
98 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.