What hedge funds are most similar to Keating Financial Advisory Services, Inc.?

The funds with the most similar 13F portfolios to Keating Financial Advisory Services, Inc. are Secure Asset, THOMPSON DAVIS, TOEWS, 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 Keating Financial Advisory Services

13F Portfolio OverlapQ2 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 $760M across 2,608 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 Keating Financial Advisory Services are Secure Asset, THOMPSON DAVIS, TOEWS, with shared positions in $DOV, $GOF, $SCHW, $FIX, $PLTR, $OUNZ. The full ranking of 25 similar funds is below.

#1Secure Asset Management, LLCPassive

Slight overlap · 5 shared positions

$DOV $GOF $SCHW $FIX $PLTR

$714M

333 positions

#2THOMPSON DAVIS & CO., INC.Active

Slight overlap · 4 shared positions

$DOV $OUNZ $FIX $PLTR

$167M

168 positions

#3TOEWS CORP /ADVActive

Slight overlap · 4 shared positions

$DOV $SCHW $FIX $PLTR

$686M

151 positions

#4PETRA FINANCIAL ADVISORS INCPassive

Slight overlap · 4 shared positions

$OUNZ $GOF $FIX $VLO

$216M

168 positions

#5Daybright Advisory Services, Inc.Active

Slight overlap · 4 shared positions

$DOV $OUNZ $PLTR $ANET

$419M

145 positions

#6MANCHESTER FINANCIAL INCActive

Slight overlap · 4 shared positions

$DOV $FIX $SCHW $PLTR

$563M

145 positions

#7WESPAC Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $OUNZ $FIX

$205M

200 positions

#8FIDUCIARY FINANCIAL GROUP, LLCPassive

Slight overlap · 4 shared positions

$DOV $SCHW $PLTR $ANET

$882M

373 positions

#9WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive

Slight overlap · 3 shared positions

$DOV $SCHW $PLTR

$405M

169 positions

#10Van Cleef Asset Management,IncActive

Slight overlap · 3 shared positions

$DOV $SCHW $PLTR

$981M

119 positions

#11PROFFITT & GOODSON INCActive

Slight overlap · 3 shared positions

$DOV $SCHW $VLO

$728M

298 positions

#12Ballast Rock Private Wealth LLCPassive

Slight overlap · 3 shared positions

$DOV $SCHW $PLTR

$217M

192 positions

#13Dala Group, LLCActive

Slight overlap · 3 shared positions

$DOV $SCHW $WWD

$121M

68 positions

#14C M BIDWELL & ASSOCIATES LTDPassive

Slight overlap · 3 shared positions

$DOV $FIX $ANET

$245M

494 positions

#15Bosman Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$FIX $PLTR $VLO $ANET

$161M

56 positions

#16Aubrey Capital Management LtdPassive

Slight overlap · 4 shared positions

$FIX $PLTR $WWD $ANET

$160M

39 positions

#17Strait & Sound Wealth Management LLCPassive

Slight overlap · 3 shared positions

$DOV $PLTR $VLO

$285M

174 positions

#18MOSELEY INVESTMENT MANAGEMENT INC

Slight overlap · 3 shared positions

$DOV $PLTR $VLO

$314M

163 positions

#19Turner Financial Group, Inc.Active

Slight overlap · 3 shared positions

$GOF $FIX $ANET

$101M

112 positions

#20Artisan Partners Limited PartnershipActive

Slight overlap · 3 shared positions

$SCHW $FIX $WWD

$63.1B

341 positions

#21RENAISSANCE GROUP LLCPassive

Slight overlap · 3 shared positions

$SCHW $FIX $ANET

$2.5B

234 positions

#22Smith Group Asset Management, LLCActive

Slight overlap · 3 shared positions

$SCHW $FIX $ANET

$2.5B

166 positions

#23J. Team Financial, Inc.Passive

Slight overlap · 3 shared positions

$SCHW $FIX $ANET

$103M

102 positions

#24Cresset Asset Management, LLCActive

Slight overlap · 3 shared positions

$DOV $PLTR $ANET

$27.6B

1,747 positions

#25Latitude Advisors, LLCPassive

Slight overlap · 3 shared positions

$DOV $PLTR $ANET

$251M

239 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.