13F Pro

Hedge Funds Similar to Key Client Fiduciary Advisors,

13F Portfolio OverlapQ1 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 $347M across 232 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 Key Client Fiduciary Advisors, are Next Level Private, Compass Financial Services, BlueChip Wealth Advisors, with shared positions in $FITB, $IBM, $MO, $T, $BAC, $HUM. The full ranking of 25 similar funds is below.

#1Next Level Private LLCPassive
Some overlap · 5 shared positions
$FITB$IBM$MO$T$BAC
$443M
175 positions
#2Compass Financial Services IncActive
Some overlap · 4 shared positions
$FITB$HUM$DHR$SLV
$231M
56 positions
#3BlueChip Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$FITB$DHR$HUM$SLV
$228M
147 positions
#4Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$FITB$MO$VZ
$139M
62 positions
#5Rockport Wealth LLCActive
Some overlap · 3 shared positions
$FITB$SLV$DHR
$549M
101 positions
#6MANCHESTER FINANCIAL INCActive
Some overlap · 3 shared positions
$FITB$PLTR$VZ
$521M
140 positions
#7TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$FITB$DHR$VZ
$1.0B
266 positions
#8Cornerstone Select Advisors, LLCPassive
Some overlap · 7 shared positions
$IBM$VRT$BAC$T$VZ$PLTR
$160M
124 positions
#9HC Advisors, LLCActive
Some overlap · 3 shared positions
$FITB$BAC$IBM
$149M
60 positions
#10Hobart Private Capital, LLCPassive
Some overlap · 4 shared positions
$FITB$HUM$AMD$T
$509M
132 positions
#11Plan Group Financial, LLCPassive
Some overlap · 7 shared positions
$HUM$FITB$MO$IBM$T$VZ
$426M
229 positions
#12Oxford Wealth Group, LLCPassive
Some overlap · 3 shared positions
$FITB$VRT$PLTR
$183M
88 positions
#13DB&C Advisors, LLCPassive
Some overlap · 6 shared positions
$IBM$VRT$FITB$HUM$PLTR$VZ
$77M
67 positions
#14ROI Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$FITB$IBM$SLV$T$VZ
$167M
66 positions
#15Richard C. Young & CO., LTD.Active
Some overlap · 6 shared positions
$IBM$VRT$MO$T$VZ$SLV
$1.2B
93 positions
#16VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$FITB$BAC$PFH$MO$T$VZ
$976M
142 positions
#17SAGE ADVISORS, LLC
Some overlap · 5 shared positions
$NLY$IBM$MO$ARCC$GLXY
$151M
48 positions
#18IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$NLY$VRT$T$VZ$PLTR
$1.1B
203 positions
#19Game Creek Capital, LPPassive
Some overlap · 5 shared positions
$IBM$VRT$BAC$AMD$VZ
$301M
93 positions
#20MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 4 shared positions
$FITB$HUM$AMD$PLTR
$314M
163 positions
#21Dupree Financial Group, LLCPassive
Some overlap · 4 shared positions
$NLY$HUM$T$VZ
$248M
71 positions
#22Palacios Wealth Management, LLCActive
Some overlap · 7 shared positions
$BAC$AMD$IBM$PLTR$VZ$ARCC
$160M
75 positions
#23Cladis Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$IBM$VRT$AMD$T$VZ
$182M
159 positions
#24Convergence Investment Partners, LLCPassive
Some overlap · 5 shared positions
$IBM$BAC$AMD$MO$T
$611M
235 positions
#25Carson Advisory Inc.Passive
Some overlap · 5 shared positions
$IBM$BAC$HUM$T$VZ
$193M
188 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.