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 Keating Financial Advisory Services,

13F Portfolio OverlapQ1 2026Keating Financial Advisory Services, portfolio →

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Most similar hedge funds by 13F overlap

Keating Financial Advisory Services, Inc. is an institutional investor managing $619M across 2,570 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 Keating Financial Advisory Services, are SENTINEL WEALTH ,, Discipline Wealth Solutions,, Ameritas Advisory Services,, with shared positions in $WT, $NEE, $DIA, $SCHW, $COP, $HUM. The full ranking of 25 similar funds is below.

#1SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$WT $NEE $DIA $SCHW

$125M

39 positions

#2Discipline Wealth Solutions, LLCActive

Some overlap · 6 shared positions

$WT $NEE $SCHW $COP $HUM $DOV

$950M

192 positions

#3Ameritas Advisory Services, LLCPassive

Some overlap · 8 shared positions

$WT $DIA $SCHW $OUNZ $SHW $COP

$2.6B

1,075 positions

#4FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 4 shared positions

$WT $NEE $SCHW $COP

$293M

105 positions

#5Osbon Capital Management LLCPassive

Some overlap · 6 shared positions

$WT $DIA $ARKO $SHW $PLTR $HUM

$123M

493 positions

#6Kestra Investment Management, LLCActive

Some overlap · 4 shared positions

$WT $NEE $VLTO $SCHW

$5.8B

439 positions

#7CROBANPassive

Some overlap · 4 shared positions

$WT $NEE $SCHW $KKR

$213M

73 positions

#8BDFS Capital LLCActive

Some overlap · 3 shared positions

$WT $NEE $VLTO

$208M

137 positions

#9Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive

Some overlap · 5 shared positions

$WT $DIA $NEE $SHW $KKR

$1.5B

55 positions

#10Midway Capital Research & ManagementPassive

Some overlap · 3 shared positions

$WT $NEE $HUM

$106M

117 positions

#11Argo Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$WT $NEE $HUM

$170M

48 positions

#12Glen Eagle Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $NEE $SHW $KKR $HUM

$714M

1,021 positions

#13Evanson Asset Management, LLCActive

Some overlap · 6 shared positions

$WT $NEE $DOV $SCHW $COP $KKR

$1.9B

321 positions

#14RATIONAL ADVISORS, INC.Active

Some overlap · 4 shared positions

$WT $NEE $VLTO $HUM

$980M

179 positions

#15truNorth Financial Services, Inc.Active

Some overlap · 6 shared positions

$WT $DIA $COP $PLTR $KKR $HUM

$97M

49 positions

#16Freedom Investment Management, Inc.Active

Some overlap · 3 shared positions

$WT $NEE $VLTO

$337M

106 positions

#17Fingerlakes Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$NEE $DIA $DOV $SCHW $KKR $HUM

$151M

97 positions

#18FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$NEE $WT $SCHW $HUM

$354M

66 positions

#19Copia Wealth ManagementPassive

Some overlap · 5 shared positions

$WT $ARKO $DOV $SHW $KKR

$146M

532 positions

#20Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $NEE $COP $HUM

$92M

82 positions

#21Carmel Capital Partners, LLCPassive

Some overlap · 3 shared positions

$WT $NEE $SCHW

$277M

118 positions

#22LWM Advisory Services, LLCPassive

Some overlap · 3 shared positions

$WT $NEE $DIA

$94M

76 positions

#23LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$WT $DOV $SHW $PLTR $KKR $HUM

$595M

360 positions

#24Aprio Wealth Management, LLCPassive

Some overlap · 4 shared positions

$NEE $WT $SCHW $HUM

$1.8B

613 positions

#25RIVERCHASE WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$NEE $WT $SHW

$192M

73 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.