What hedge funds are most similar to Keystone Financial Group, Inc.?

The funds with the most similar 13F portfolios to Keystone Financial Group, Inc. are GEN Financial ,, 360 Financial,, FIDELIS iM,, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ1 2026Keystone Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Keystone Financial Group, Inc. is an institutional investor managing $192M across 134 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 Group, are GEN Financial ,, 360 Financial,, FIDELIS iM,, with shared positions in $HUM, $HON, $SCHW, $AMGN, $WT, $MMM. The full ranking of 25 similar funds is below.

#1GEN Financial Management, INC.Active

Substantial overlap · 3 shared positions

$HUM $HON $SCHW

$162M

51 positions

#2360 Financial, Inc.Active

Substantial overlap · 3 shared positions

$HUM $AMGN $HON

$332M

80 positions

#3FIDELIS iM, LLCSmart money

Substantial overlap · 3 shared positions

$HUM $SCHW $WT

$264M

25 positions

#4CONQUIS FINANCIAL LLCSmart money

Substantial overlap · 3 shared positions

$HUM $AMGN $MMM

$121M

54 positions

#5Aurdan Capital Management, LLCActive

Substantial overlap · 3 shared positions

$HUM $AMGN $HON

$333M

88 positions

#6Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$HUM $SCHW $TXN $WT

$104M

20 positions

#7Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $WEC $SCHW $TRV

$167M

71 positions

#8Paragon Capital Management LtdActive

Notable overlap · 6 shared positions

$HUM $TXN $AMGN $HON $RBLX $WT

$476M

199 positions

#9SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $SO $SCHW

$272M

554 positions

#10ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $SLV $SCHW $WT

$753M

159 positions

#11Trust Point Inc.Active

Notable overlap · 3 shared positions

$HUM $HON $WT

$1.2B

521 positions

#12Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$HUM $DHR $SCHW

$255M

70 positions

#13FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $SCHW $AMGN $EMR

$176M

104 positions

#14Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$HUM $ICE $SCHW

$98M

197 positions

#15INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 3 shared positions

$HUM $AMGN $SCHW

$314M

130 positions

#16Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$HUM $AMGN $WT $MDT

$114M

68 positions

#17Fullerton Advisors, LLCActive

Notable overlap · 4 shared positions

$HUM $ALPS $DHR $SCHW

$97M

53 positions

#18Madson Wealth Advisors IncPassive

Notable overlap · 5 shared positions

$HUM $DHR $HON $TXN $EMR

$120M

84 positions

#19WEST PACES ADVISORS INC.Active

Notable overlap · 3 shared positions

$HUM $SO $TRV

$516M

197 positions

#20Carr Financial Group CorpPassive

Notable overlap · 3 shared positions

$HUM $DHR $AMGN

$379M

174 positions

#21E&G Advisors, LPPassive

Notable overlap · 3 shared positions

$HUM $SLV $WT

$449M

236 positions

#22STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$HUM $AMGN $HON

$547M

180 positions

#23Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$HUM $DHR $SCHW

$480M

160 positions

#24WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$HUM $SO $SCHW

$350M

95 positions

#25ASPIRIANT, LLCActive

Notable overlap · 3 shared positions

$HUM $SCHW $WT

$3.5B

338 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.