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Hedge Funds Similar to Ketron Financial

13F Portfolio OverlapQ2 2026Ketron Financial portfolio →
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Most similar hedge funds by 13F overlap

Ketron Financial is an institutional investor managing $322M across 64 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 Ketron Financial are CONSCIOUS WEALTH INVESTMENTS, ENTERPRISE FINANCIAL SERVICES, OLD POINT & FINANCIAL SERVICES N A, with shared positions in $PEP, $YUM, $NEE, $ANET, $PLTR, $ECL. The full ranking of 25 similar funds is below.

#1CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$PEP$YUM$NEE$ANET
$195M
67 positions
#2ENTERPRISE FINANCIAL SERVICES CORPPassive
Some overlap · 3 shared positions
$PEP$YUM$NEE
$245M
184 positions
#3OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$PEP$YUM$NEE$PLTR$ECL
$329M
323 positions
#4Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$PEP$YUM$NEE
$319M
79 positions
#5Winthrop Capital Management, LLCPassive
Some overlap · 3 shared positions
$PEP$YUM$NEE
$414M
351 positions
#6Azimuth Capital Investment Management LLCPassive
Some overlap · 4 shared positions
$PEP$MPWR$YUM$ASML
$3.0B
313 positions
#7TORRAY LLCActive
Some overlap · 3 shared positions
$PEP$MPWR$NEE
$741M
91 positions
#8Presper Financial Architects, LLCSmart money
Some overlap · 3 shared positions
$PEP$YUM$NEE
$192M
55 positions
#9Titan Investment Solutions LtdActive
Slight overlap · 4 shared positions
$PEP$MPWR$LIN$ANET
$894M
60 positions
#10Trellis Wealth Advisors LLCSmart money
Slight overlap · 3 shared positions
$PEP$YUM$PLTR
$291M
49 positions
#11Beacon Harbor Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$PEP$FIX$NEE
$513M
70 positions
#12PANORAMIC INVESTMENT ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$PEP$FIX$GLW
$209M
141 positions
#13Peregrine Asset Advisers, Inc.Passive
Slight overlap · 3 shared positions
$PEP$FIX$ASML
$461M
218 positions
#14MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Slight overlap · 3 shared positions
$PEP$NEE$PLTR
$188M
513 positions
#15ROCKLAND TRUST COPassive
Slight overlap · 3 shared positions
$PEP$NEE$ECL
$2.5B
317 positions
#16Financial & Tax Architects, LLCPassive
Slight overlap · 3 shared positions
$PEP$NEE$ASML
$474M
110 positions
#17SEARLE & CO.Passive
Slight overlap · 3 shared positions
$PEP$YUM$GLW
$445M
194 positions
#18CAPITAL ADVISORS INC/OKActive
Slight overlap · 3 shared positions
$PEP$ECL$GLW
$6.8B
374 positions
#19CORDA Investment Management, LLC.Active
Slight overlap · 3 shared positions
$PEP$GLW$ASML
$1.6B
85 positions
#20Shelter Mutual Insurance CoActive
Slight overlap · 3 shared positions
$PEP$NEE$LIN
$473M
58 positions
#21Telos Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$PEP$NEE$ASML
$1.1B
201 positions
#22Haverford Financial Services, Inc.Active
Slight overlap · 3 shared positions
$PEP$NEE$LIN
$339M
49 positions
#23SPRING CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$PEP$NEE$PLTR
$205M
55 positions
#24Patrick Mauro Investment Advisor, INC.Active
Slight overlap · 3 shared positions
$PEP$LIN$GLW
$199M
38 positions
#25ICW Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$PEP$YUM$LIN
$286M
144 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.