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Hedge Funds Similar to KEYNOTE FINANCIAL SERVICES

13F Portfolio OverlapQ1 2026KEYNOTE FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

KEYNOTE FINANCIAL SERVICES LLC is an institutional investor managing $188M across 174 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 KEYNOTE FINANCIAL SERVICES are EDGAR LOMAX /VA, Adams Asset Advisors,, Principal Street Partners,, with shared positions in $T, $PFE, $ABT, $AMGN, $CVS, $BMY. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 8 shared positions
$T$PFE$ABT$AMGN$CVS$BMY
$1.4B
56 positions
#2Adams Asset Advisors, LLCActive
Notable overlap · 8 shared positions
$OXY$T$VZ$AMGN$PFE$DINO
$891M
88 positions
#3Principal Street Partners, LLCPassive
Notable overlap · 8 shared positions
$VZ$T$AMGN$CVS$BMY$LMT
$613M
247 positions
#4Arnhold LLCActive
Notable overlap · 6 shared positions
$LITE$T$VZ$PFE$BMY$COHR
$1.4B
118 positions
#5Argyle Capital Management, LLCPassive
Notable overlap · 7 shared positions
$INTC$T$PFE$VZ$AMGN$BMY
$308M
137 positions
#6EXCALIBUR MANAGEMENT CORPPassive
Notable overlap · 8 shared positions
$T$VZ$PFE$CVS$GILD$AMGN
$278M
160 positions
#7EDMP, INC.Passive
Notable overlap · 7 shared positions
$T$VZ$AMGN$BMY$MMM$MO
$124M
71 positions
#8BONNESS ENTERPRISES INCActive
Notable overlap · 7 shared positions
$INTC$PFE$ABT$BMY$T$VZ
$273M
39 positions
#9Kerusso Capital Management LLCPassive
Some overlap · 7 shared positions
$VZ$PFE$AMGN$BMY$LMT$GILD
$200M
53 positions
#10Capstone Capital Management LtdActive
Some overlap · 7 shared positions
$LITE$INTC$MU$COHR$PFE$T
$99M
51 positions
#11Baugh & Associates, LLCActive
Some overlap · 6 shared positions
$INTC$VZ$PFE$ABT$MO$O
$232M
44 positions
#12RNC CAPITAL MANAGEMENT LLC
Some overlap · 7 shared positions
$T$CVS$BMY$LMT$MTB$GILD
$2.2B
173 positions
#13Donoghue Forlines LLCPassive
Some overlap · 8 shared positions
$VZ$BMY$LMT$MTB$GILD$MU
$361M
118 positions
#14Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$T$OXY$VZ$PFE$LMT$MMM
$147M
64 positions
#15Optimist Retirement Group LLCActive
Some overlap · 8 shared positions
$VZ$PFE$BMY$LMT$GILD$MMM
$227M
113 positions
#16AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 7 shared positions
$VZ$T$PFE$CVS$MU$GILD
$160M
137 positions
#17Brandywine Global Investment Management, LLC
Some overlap · 7 shared positions
$T$VZ$CVS$AMGN$MTB$LMT
$14.9B
601 positions
#181834 INVESTMENT ADVISORS COPassive
Some overlap · 7 shared positions
$T$VZ$PFE$BMY$CVS$MO
$801M
206 positions
#19LETKO, BROSSEAU & ASSOCIATES INCActive
Some overlap · 5 shared positions
$T$PFE$INTC$VZ$CVS
$6.2B
101 positions
#20Athena Investment ManagementActive
Some overlap · 7 shared positions
$INTC$PFE$AMGN$VZ$T$ABT
$193M
153 positions
#21Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$T$VZ$BMY$LMT$PFE$MMM
$302M
93 positions
#22SECTOR GAMMA ASActive
Some overlap · 6 shared positions
$PFE$ABT$AMGN$CVS$BMY$GILD
$423M
42 positions
#23Persium Advisors, LLCActive
Some overlap · 5 shared positions
$T$VZ$PFE$ABT$AMAT
$127M
60 positions
#24DoubleLine ETF Adviser LPPassive
Some overlap · 7 shared positions
$VZ$T$AMGN$ABT$GILD$O
$263M
176 positions
#25SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$T$VZ$PFE$AMGN$MMM
$728M
79 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.