13F Pro

Hedge Funds Similar to Key Client Fiduciary Advisors

13F Portfolio OverlapQ3 2026Key Client Fiduciary Advisors portfolio →
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Most similar hedge funds by 13F overlap

Key Client Fiduciary Advisors, LLC is an institutional investor managing $358M across 229 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Key Client Fiduciary Advisors are Milestone Asset Group, Cornerstone Select Advisors, IBEX WEALTH ADVISORS, with shared positions in $GLXY, $ARCC, $T, $VZ, $VRT, $MO. The full ranking of 25 similar funds is below.

#1Milestone Asset Management Group, LLCPassive
Notable overlap · 4 shared positions
$GLXY$ARCC$T$VZ
$216M
136 positions
#2Cornerstone Select Advisors, LLCPassive
Some overlap · 7 shared positions
$VRT$MO$ARCC$VZ$GLW$CRWD
$238M
149 positions
#3IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$NLY$VRT$VZ$HWM$T
$1.3B
209 positions
#4Dupree Financial Group, LLCPassive
Some overlap · 4 shared positions
$NLY$VRT$VZ$T
$277M
79 positions
#5VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MO$PFH$VZ$GLW$NEE$T
$1.1B
141 positions
#6Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$NLY$MO$ARCC$VZ$T
$510M
228 positions
#7ShoreHaven Wealth Partners, LLCActive
Some overlap · 5 shared positions
$VRT$NLY$VZ$GLW$NEE
$326M
102 positions
#8Wright Wealth LLCActive
Some overlap · 4 shared positions
$NLY$GLW$VZ$T
$167M
54 positions
#9Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$NLY$MO$PFH$NEE
$334M
127 positions
#10Hilton Head Capital Partners, LLCPassive
Some overlap · 5 shared positions
$VRT$MO$VZ$GLW$NEE
$185M
877 positions
#11International Private Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$VRT$IBIT$MO$VZ$PFH
$194M
160 positions
#12Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$NLY$MO$ARCC
$1.0B
208 positions
#13Cottage Street Advisors LLCPassive
Some overlap · 5 shared positions
$VRT$ARCC$VZ$GLW$NEE
$261M
148 positions
#14Signature Wealth Management Partners, LLCPassive
Some overlap · 5 shared positions
$PEG$MO$CRWD$NEE$T
$234M
124 positions
#15Disciplined Equity Management, Inc.Smart money
Some overlap · 5 shared positions
$MO$PFH$VZ$CRWD$T
$227M
47 positions
#16Kingsman Wealth Management, Inc.Active
Some overlap · 5 shared positions
$VRT$GLW$HWM$CRWD$NEE
$224M
82 positions
#17KENNEDY INVESTMENT GROUPPassive
Some overlap · 4 shared positions
$VRT$PEG$VZ$CRWD
$311M
148 positions
#18Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$VRT$MO$VZ$T
$1.4B
101 positions
#19PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$VRT$MO$ARCC$GLW
$441M
1,346 positions
#20Center For Asset Management LLCPassive
Some overlap · 5 shared positions
$MO$VZ$GLW$NEE$T
$222M
178 positions
#21PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$NLY$VRT$NEE
$776M
285 positions
#22SHARPEPOINT LLCPassive
Some overlap · 4 shared positions
$NLY$MO$VZ$T
$200M
89 positions
#23MRA Advisory GroupPassive
Some overlap · 3 shared positions
$VRT$PEG$MO
$267M
152 positions
#24PARK CIRCLE CoActive
Some overlap · 5 shared positions
$MO$PFH$VZ$NLY$ARCC
$117M
53 positions
#25P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$MO$PFH$ARCC$VZ
$133M
66 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.