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Hedge Funds Similar to Kelsey Financial

13F Portfolio OverlapQ2 2026Kelsey Financial portfolio →
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Most similar hedge funds by 13F overlap

Kelsey Financial, LLC is an institutional investor managing $132M across 65 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 Kelsey Financial are Round Hill Asset, R.H. Dinel Investment Counsel, Cambridge Advisors, with shared positions in $AMGN, $WFC, $PFE, $KVUE, $EPD, $A. The full ranking of 25 similar funds is below.

#1Round Hill Asset ManagementActive
Notable overlap · 4 shared positions
$AMGN$WFC$PFE$KVUE
$159M
62 positions
#2R.H. Dinel Investment Counsel, Inc.Active
Notable overlap · 6 shared positions
$AMGN$EPD$A$VZ$PFE$ADBE
$130M
40 positions
#3Cambridge Advisors Inc.Active
Some overlap · 3 shared positions
$AMGN$UNP$MDY
$582M
183 positions
#4R.H. Investment Group, LLCActive
Some overlap · 5 shared positions
$AMGN$EPD$UNP$WFC$VZ
$133M
47 positions
#5Hamrick Investment Counsel, llcPassive
Some overlap · 6 shared positions
$AMGN$VZ$PFE$WM$ADBE$KVUE
$151M
184 positions
#6VAN STRUM & TOWNE INC.Passive
Some overlap · 5 shared positions
$AMGN$COF$PFE$HPQ$WFC
$367M
111 positions
#7EDMP, INC.Passive
Some overlap · 3 shared positions
$AMGN$EPD$VZ
$124M
70 positions
#8Navalign, LLCActive
Some overlap · 3 shared positions
$AMGN$UNP$COF
$429M
132 positions
#9Martin Capital Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$UNP$VZ$PFE
$272M
72 positions
#10Vickerman Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$AMGN$UNP$ADBE
$515M
100 positions
#11MFA Wealth ServicesPassive
Some overlap · 3 shared positions
$AMGN$UNP$WFC
$167M
134 positions
#12O'Keefe Stevens Advisory, Inc.Active
Some overlap · 3 shared positions
$AMGN$UNP$PFE
$488M
81 positions
#13Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$AMGN$VZ$PLD$PFE
$513M
70 positions
#14Tudor Financial Inc.Passive
Some overlap · 4 shared positions
$AMGN$WFC$SLV$NOC
$222M
152 positions
#15Sitrin Capital Management LLCPassive
Some overlap · 3 shared positions
$AMGN$A$WM
$226M
39 positions
#16Wilkinson Global Asset Management LLCActive
Some overlap · 3 shared positions
$AMGN$UNP$WFC
$1.3B
62 positions
#17Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$AMGN$EPD$WFC$VZ$PFE$HPQ
$882M
88 positions
#18American Investment Services, Inc.Active
Some overlap · 3 shared positions
$AMGN$VZ$PLD
$473M
133 positions
#19Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$AMGN$VZ$MDY
$112M
85 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$AMGN$WFC$MDY
$1.2B
106 positions
#21GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AMGN$EPD$WFC$WM
$145M
1,064 positions
#22Buck Wealth Strategies, LLCPassive
Some overlap · 4 shared positions
$AMGN$VZ$WM$HPQ
$956M
1,170 positions
#23Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AMGN$UNP$VZ$HPQ
$255M
278 positions
#24O'Brien Greene & Co. IncPassive
Some overlap · 3 shared positions
$AMGN$UNP$WM
$362M
141 positions
#25HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMGN$UNP$WM
$410M
53 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.