How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Keystone Financial Group

13F Portfolio OverlapQ3 2026Keystone Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Keystone Financial Group, Inc. is an institutional investor managing $188M across 117 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Keystone Financial Group are Fee-Only Financial Planning, L.C., GW HENSSLER & ASSOCIATES LTD, Nicholson Wealth Group, with shared positions in $TFC, $SO, $NSC, $TRV, $AMGN, $ICE. The full ranking of 25 similar funds is below.

#1Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 3 shared positions

$TFC $SO $NSC

$182M

43 positions

#2GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 5 shared positions

$TRV $TFC $SO $AMGN $ICE

$2.3B

224 positions

#3Nicholson Wealth Management Group, LLCPassive

Some overlap · 7 shared positions

$AMGN $WEC $SO $ATO $TXN $LIN

$170M

111 positions

#4Griffith & Werner, Inc.Passive

Some overlap · 4 shared positions

$TFC $SO $TXN $PEP

$213M

71 positions

#5Walsky Investment Management, Inc.Passive

Some overlap · 8 shared positions

$SO $AMGN $TXN $EMR $HON $HONA

$108M

52 positions

#6Welch Group, LLCPassive

Some overlap · 6 shared positions

$TFC $SO $TXN $EMR $PEP $KMB

$2.9B

326 positions

#7OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 5 shared positions

$AMGN $TFC $SO $PEP $NSC

$329M

323 positions

#8Kentucky Trust CoPassive

Some overlap · 7 shared positions

$SO $ATO $TFC $MMM $AMGN $EMR

$200M

316 positions

#9Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$AMGN $TRV $TXN $EMR $LIN $PEP

$265M

100 positions

#10OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 6 shared positions

$WEC $SO $TXN $EMR $PEP $KMB

$2.2B

70 positions

#11CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 6 shared positions

$TFC $TRV $TXN $EMR $MDT $KMB

$3.3B

229 positions

#12ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 6 shared positions

$AMGN $SO $TXN $EMR $PEP $MDT

$460M

220 positions

#13EDMP, INC.Passive

Some overlap · 4 shared positions

$TFC $AMGN $MMM $PEP

$130M

74 positions

#14apricus wealth, LLCPassive

Some overlap · 5 shared positions

$AMGN $WEC $SO $MDT $KMB

$222M

128 positions

#15Verity & Verity, LLCActive

Some overlap · 5 shared positions

$AMGN $WEC $TXN $PEP $MDT

$1.5B

139 positions

#16Signature Wealth Management Group

Some overlap · 5 shared positions

$TFC $SO $TXN $PEP $KMB

$263M

128 positions

#17Empire Financial Management Company, LLCPassive

Some overlap · 5 shared positions

$TRV $AMGN $EMR $MDT $NSC

$253M

139 positions

#18SKBA CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$TFC $AMGN $TXN $MMM $MDT

$606M

79 positions

#19MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$WEC $ATO $AMGN $TXN $LIN

$857M

166 positions

#20Palisade Asset Management, LLCPassive

Some overlap · 5 shared positions

$AMGN $TXN $MMM $TRV $PEP

$1.1B

204 positions

#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$WEC $SO $TXN $PEP $MDT

$233M

122 positions

#22Somerset Trust CoPassive

Some overlap · 7 shared positions

$AMGN $WEC $EMR $LIN $PEP $MDT

$354M

186 positions

#23GREATMARK INVESTMENT PARTNERS, INC.Active

Some overlap · 4 shared positions

$TRV $AMGN $EMR $SO

$906M

153 positions

#24Rather & Kittrell, Inc.Active

Some overlap · 4 shared positions

$TFC $UCB $SO $KMB

$716M

108 positions

#25First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 5 shared positions

$AMGN $SO $TXN $HON $HONA

$529M

75 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.