What hedge funds are most similar to Keyes, Stange & Wooten Wealth Management, LLC?

The funds with the most similar 13F portfolios to Keyes, Stange & Wooten Wealth Management, LLC are Frankly Finances,, BetterWealth,, NORTHLAND SECURITIES,, based on overlapping conviction holdings in the latest SEC filings.

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 Keyes, Stange & Wooten Wealth ,

13F Portfolio OverlapQ1 2026Keyes, Stange & Wooten Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Keyes, Stange & Wooten Wealth Management, LLC is an institutional investor managing $224M across 71 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 Keyes, Stange & Wooten Wealth , are Frankly Finances,, BetterWealth,, NORTHLAND SECURITIES,, with shared positions in $SNOW, $BRZE, $DIS, $NEE, $ADI, $MPC. The full ranking of 25 similar funds is below.

#1Frankly Finances, LLCActive

Substantial overlap · 3 shared positions

$SNOW $BRZE $DIS

$110M

64 positions

#2BetterWealth, LLCSmart money

Substantial overlap · 4 shared positions

$SNOW $NEE $ADI $BRZE

$510M

85 positions

#3NORTHLAND SECURITIES, INC.Active

Substantial overlap · 4 shared positions

$SNOW $MPC $GLW $DIS

$105M

107 positions

#4SOUTHERN MICHIGAN BANK & TRUSTActive

Substantial overlap · 3 shared positions

$SNOW $UNP $ETN

$261M

424 positions

#5Sage Financial Management Group, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $UNP $CB

$325M

57 positions

#6CHRISTINE MESSMER PCActive

Substantial overlap · 5 shared positions

$SNOW $VZ $APD $NEE $BRZE

$156M

80 positions

#7BRIGHTON SECURITIES CORP.Smart money

Substantial overlap · 3 shared positions

$SNOW $VZ $ADI

$208M

47 positions

#8FMA Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $NEE $DIS

$150M

38 positions

#9Clear Trail Advisors, LLCPassive

Notable overlap · 14 shared positions

$SNOW $MPC $ETN $JCI $MSI $CB

$601M

149 positions

#10FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $NEE $BRZE

$754M

345 positions

#11Courage Miller Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $UNP $BRZE

$354M

92 positions

#12Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $NEE $BRZE

$1.4B

58 positions

#13Mach-1 Financial Group, LLCPassive

Notable overlap · 3 shared positions

$SNOW $ADI $CB

$284M

161 positions

#14Blackhawk Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$SNOW $VZ $O

$273M

141 positions

#15HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 14 shared positions

$MPC $ETN $JCI $MSI $CB $CME

$419M

144 positions

#16Phoenix Wealth AdvisorsActive

Notable overlap · 14 shared positions

$MPC $ETN $JCI $MSI $CB $CME

$253M

126 positions

#17Tulsa Wealth Advisors, INCActive

Notable overlap · 14 shared positions

$MPC $ETN $MSI $CB $CME $JCI

$570M

150 positions

#18Winthrop Partners - WNY, LLCPassive

Notable overlap · 14 shared positions

$MPC $ETN $JCI $MSI $CB $CME

$188M

87 positions

#19Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $NEE $BRZE

$950M

192 positions

#20American TrustActive

Notable overlap · 3 shared positions

$SNOW $CMI $NEE

$1.1B

313 positions

#21Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 12 shared positions

$MPC $ETN $JCI $MSI $CB $CME

$337M

193 positions

#22Prairiewood Capital, LLCActive

Notable overlap · 3 shared positions

$SNOW $O $BRZE

$346M

77 positions

#23Scissortail Wealth Management, LLCPassive

Notable overlap · 12 shared positions

$MPC $ETN $JCI $MSI $CB $CME

$498M

115 positions

#24Clarity Asset Management, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $BRZE $DIS

$198M

290 positions

#25Wealth Intelligence, LLCActive

Notable overlap · 11 shared positions

$MPC $ETN $JCI $MSI $CB $CME

$208M

58 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.