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Hedge Funds Similar to KEYVANTAGE WEALTH,

13F Portfolio OverlapQ1 2026KEYVANTAGE WEALTH, portfolio →
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Most similar hedge funds by 13F overlap

KEYVANTAGE WEALTH, LLC is an institutional investor managing $227M across 92 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 KEYVANTAGE WEALTH, are Shotwell Rutter Baer, SpringVest Wealth, DecisionPoint Financial,, with shared positions in $USB, $TXN, $COP, $IBM, $DDOG, $SLV. The full ranking of 25 similar funds is below.

#1Shotwell Rutter Baer IncActive
Substantial overlap · 4 shared positions
$USB$TXN$COP$IBM
$170M
38 positions
#2SpringVest Wealth Management LLCActive
Substantial overlap · 5 shared positions
$USB$COP$DDOG$SLV$PM
$146M
67 positions
#3DecisionPoint Financial, LLCActive
Substantial overlap · 3 shared positions
$USB$COP$SCHW
$464M
679 positions
#4Longview Financial Advisors LLCActive
Substantial overlap · 5 shared positions
$USB$COP$SCHW$LRCX$SOLV
$184M
157 positions
#5Davidson Capital Management Inc.Active
Substantial overlap · 3 shared positions
$USB$COP$GEV
$552M
93 positions
#6Pioneer Wealth Management GroupSmart money
Substantial overlap · 3 shared positions
$USB$SCHW$DDOG
$357M
50 positions
#7BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Substantial overlap · 4 shared positions
$USB$LMT$AMGN$GEV
$689M
87 positions
#8Insight Wealth Partners, LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$TXN
$713M
120 positions
#9FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 3 shared positions
$USB$LMT$SCHW
$354M
66 positions
#10BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$USB$COP$SCHW
$126M
26 positions
#11Foundation Wealth Management, LLC\PAActive
Notable overlap · 3 shared positions
$USB$COP$SCHW
$284M
91 positions
#12Capital Advantage, Inc.Active
Notable overlap · 3 shared positions
$USB$SCHW$AMGN
$765M
145 positions
#13NEPC LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$DDOG
$5.0B
51 positions
#14CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 6 shared positions
$USB$COP$LMT$SCHW$DDOG$IBM
$363M
102 positions
#15Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 5 shared positions
$USB$COP$IBM$LMT$AMGN
$153M
344 positions
#16Legacy Edge Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$COP$DDOG$LRCX
$951M
223 positions
#17Hassell Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$DDOG
$298M
28 positions
#18Equita Financial Network, Inc.Active
Notable overlap · 4 shared positions
$USB$TXN$COP$DDOG
$318M
87 positions
#19Frisco Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$SCHW
$133M
29 positions
#20Evergreen Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$GEV
$426M
168 positions
#21Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$USB$COP$LRCX$GEV$DDOG
$2.1B
152 positions
#22Benchmark Financial, LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$COP
$111M
52 positions
#23Newton One Investments LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$PM$IBM
$368M
121 positions
#24VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$108M
49 positions
#25Sagace Wealth Management LLCPassive
Notable overlap · 5 shared positions
$USB$COP$IBM$GEV$LMT
$149M
70 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.