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Hedge Funds Similar to Keystone Financial Services,

13F Portfolio OverlapQ1 2026Keystone Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Keystone Financial Services, LLC is an institutional investor managing $149M across 58 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 Keystone Financial Services, are Clarity Asset ,, D'Orazio & Associates,, BNB Wealth ,, with shared positions in $SNOW, $BAH, $DIS, $MAR, $AGQ, $UNP. The full ranking of 25 similar funds is below.

#1Clarity Asset Management, Inc.Passive
Notable overlap · 3 shared positions
$SNOW$BAH$DIS
$198M
290 positions
#2D'Orazio & Associates, Inc.Active
Notable overlap · 3 shared positions
$SNOW$BAH$MAR
$772M
299 positions
#3BNB Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$BAH$SNOW$MAR
$156M
90 positions
#4Leo H. Evart, Inc.Passive
Notable overlap · 3 shared positions
$SNOW$BAH$MAR
$117M
298 positions
#5Fortis Advisors, LLCPassive
Notable overlap · 3 shared positions
$SNOW$AGQ$UNP
$200M
119 positions
#6FMA Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$BAH$DIS
$150M
38 positions
#7Reliant Wealth PlanningActive
Notable overlap · 3 shared positions
$SNOW$ETH$BTC
$331M
51 positions
#8MFA WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SNOW$AGQ$MAR
$508M
88 positions
#9Keyes, Stange & Wooten Wealth Management, LLCActive
Notable overlap · 3 shared positions
$SNOW$UNP$DIS
$224M
71 positions
#10Blue Sky Capital Consultants Group, Inc.Passive
Notable overlap · 3 shared positions
$SNOW$AGQ$MELI
$210M
76 positions
#11Red Mountain Financial, LLCPassive
Notable overlap · 3 shared positions
$SNOW$UNP$MAR
$106M
79 positions
#12Cassaday & Co Wealth Management LLCActive
Notable overlap · 3 shared positions
$SNOW$AGQ$MAR
$4.7B
1,361 positions
#13RHL GROUP, LLCActive
Some overlap · 3 shared positions
$BAH$AGQ$UNP
$117M
240 positions
#14National Wealth Management Group, LLCPassive
Some overlap · 3 shared positions
$BAH$SNOW$MAR
$269M
215 positions
#15Beacon Capital Management, Inc.Active
Some overlap · 3 shared positions
$SNOW$AGQ$MAR
$1.8B
57 positions
#16CORA CAPITAL ADVISORS LLCActive
Some overlap · 3 shared positions
$BAH$AGQ$MAR
$302M
134 positions
#17Enclave Advisors LLCActive
Some overlap · 3 shared positions
$SNOW$MAR$AGQ
$729M
132 positions
#18Rubicon Advisors, GPPassive
Some overlap · 3 shared positions
$BAH$MELI$MAR
$115M
76 positions
#19Syntegra Private Wealth Group, LLCActive
Some overlap · 3 shared positions
$SNOW$AGQ$MAR
$1.1B
189 positions
#20Thoma Capital Management LLCSmart money
Some overlap · 3 shared positions
$SNOW$DIS$MRVL
$169M
55 positions
#21Richmond Brothers, Inc.Smart money
Some overlap · 3 shared positions
$SNOW$AGQ$MAR
$150M
36 positions
#22Cohen Klingenstein LLCActive
Some overlap · 3 shared positions
$SNOW$UNP$DIS
$3.1B
205 positions
#23JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$SNOW$DIS$MAR
$205M
139 positions
#24Certified Advisory CorpPassive
Some overlap · 3 shared positions
$SNOW$MAR$AGQ
$1.1B
318 positions
#25Peterson Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$SNOW$BAH$MAR
$752M
108 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.