Hedge Funds Similar to Keystone Financial Services

13F Portfolio OverlapQ2 2026Keystone Financial Services portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Keystone Financial Services, LLC is an institutional investor managing $166M across 61 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 Keystone Financial Services are SIERRA SUMMIT ADVISORS, Henshaw, HARTLINE INVESTMENT, with shared positions in $MRVL, $SOFI, $DIS, $UNP, $MAR, $ETH. The full ranking of 25 similar funds is below.

#1SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 3 shared positions

$MRVL $SOFI $DIS

$895M

185 positions

#2Henshaw Capital LLCActive

Some overlap · 3 shared positions

$MRVL $UNP $MAR

$3.1B

160 positions

#3HARTLINE INVESTMENT CORP/Active

Some overlap · 3 shared positions

$MRVL $MAR $UNP

$1.1B

115 positions

#4Parkside Investments, LLCActive

Some overlap · 3 shared positions

$UNP $SOFI $DIS

$902M

91 positions

#5First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 3 shared positions

$529M

75 positions

#6Legacy Advisory Services, LLCActive

Some overlap · 3 shared positions

$142M

54 positions

#7KALEIDOSCOPE CAPITAL LPSmart money

Some overlap · 3 shared positions

$ETH $BTC $BSOL

$271M

16 positions

#8Applied Finance Capital Management, LLCPassive

Some overlap · 3 shared positions

$1.3B

218 positions

#9Pegasus Asset Management, Inc.Passive

Some overlap · 3 shared positions

$SOFI $MAR $DIS

$351M

75 positions

#10Stonebridge Capital Advisors LLCPassive

Some overlap · 3 shared positions

$MRVL $DIS $MAR

$1.6B

215 positions

#11Fiduciary Group, LLCPassive

Some overlap · 3 shared positions

$1.3B

305 positions

#12Sloy Dahl & Holst, LLCSmart money

Some overlap · 3 shared positions

$811M

122 positions

#13EagleClaw Capital Managment, LLCPassive

Some overlap · 3 shared positions

$745M

145 positions

#14Lincoln Capital LLCActive

Some overlap · 3 shared positions

$562M

137 positions

#15Pasadena Private Wealth, LLCActive

Some overlap · 3 shared positions

$ETH $BTC $GDLC

$786M

309 positions

#16Concord Asset Management, LLC/VAPassive

Some overlap · 3 shared positions

$UNP $MRVL $DIS

$646M

126 positions

#17Cravens & Co Advisors, LLCActive

Some overlap · 3 shared positions

$UNP $DIS $MELI

$149M

67 positions

#18SCHARF INVESTMENTS, LLCActive

Some overlap · 3 shared positions

$UNP $DIS $MELI

$3.0B

79 positions

#19AMERICAN NATIONAL BANK & TRUSTPassive

Slight overlap · 3 shared positions

$1.2B

631 positions

#20Highview Capital Management LLC/DE/Passive

Slight overlap · 3 shared positions

$MRVL $UNP $MAR

$347M

118 positions

#21FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive

Slight overlap · 3 shared positions

$1.2B

180 positions

#22FIRST NATIONAL BANK OF OMAHAPassive

Slight overlap · 3 shared positions

$MRVL $DIS $UNP

$3.5B

505 positions

#23Horizon Family Wealth, Inc.Active

Slight overlap · 3 shared positions

$DIS $UNP $MRVL

$219M

93 positions

#24Neumann Capital Management, LLCActive

Slight overlap · 3 shared positions

$151M

58 positions

#25Border to Coast Pensions Partnership LtdActive

Slight overlap · 3 shared positions

$6.8B

90 positions

Compare Keystone Financial Services’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Keystone Financial Services’s holdings

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.