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 Ketron Financial

13F Portfolio OverlapQ1 2026Ketron Financial portfolio →

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Most similar hedge funds by 13F overlap

Ketron Financial is an institutional investor managing $279M across 55 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 Ketron Financial are CONSCIOUS WEALTH INVESTMENTS,, ENTERPRISE FINANCIAL SERVICES, Econ Financial Services, with shared positions in $YUM, $USB, $NEE, $PLTR, $MPWR, $LRCX. The full ranking of 25 similar funds is below.

#1CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Slight overlap · 3 shared positions

$YUM $USB $NEE

$180M

58 positions

#2ENTERPRISE FINANCIAL SERVICES CORPPassive

Slight overlap · 3 shared positions

$YUM $USB $NEE

$197M

167 positions

#3Econ Financial Services CorpPassive

Slight overlap · 3 shared positions

$YUM $USB $PLTR

$215M

74 positions

#4Rafferty Asset Management, LLCActive

Slight overlap · 5 shared positions

$MPWR $USB $PLTR $LRCX $TME

$24.6B

1,057 positions

#5Davidson Capital Management Inc.Active

Slight overlap · 4 shared positions

$MPWR $USB $FIX $NEE

$552M

93 positions

#6Connective Capital Management, LLCPassive

Slight overlap · 4 shared positions

$MPWR $USB $PLTR $TME

$121M

66 positions

#7Fortress Financial Solutions, LLCActive

Slight overlap · 4 shared positions

$MPWR $USB $PLTR $FIX

$96M

56 positions

#8Paragon Advisors, LLCActive

Slight overlap · 4 shared positions

$MPWR $PLTR $FIX $LRCX

$371M

76 positions

#9Titan Investment Solutions LtdActive

Slight overlap · 4 shared positions

$MPWR $PLTR $LIN $LRCX

$781M

56 positions

#10Robeco Schweiz AGActive

Slight overlap · 4 shared positions

$MPWR $FIX $BEPC $ECL

$4.7B

126 positions

#11BDFS Capital LLCActive

Slight overlap · 3 shared positions

$MPWR $USB $NEE

$208M

137 positions

#12GDS Wealth ManagementActive

Slight overlap · 3 shared positions

$MPWR $USB $LRCX

$1.7B

200 positions

#13MITCHELL CAPITAL MANAGEMENT COPassive

Slight overlap · 3 shared positions

$MPWR $PLTR $FIX

$545M

113 positions

#14OLD POINT TRUST & FINANCIAL SERVICES N APassive

Slight overlap · 4 shared positions

$YUM $PLTR $NEE $ECL

$311M

318 positions

#15Stanley-Laman Group, Ltd.Passive

Slight overlap · 3 shared positions

$MPWR $LIN $LRCX

$814M

294 positions

#16CARDEROCK CAPITAL MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$MPWR $LIN $LRCX

$405M

73 positions

#17NZS Capital, LLCActive

Slight overlap · 3 shared positions

$MPWR $LIN $LRCX

$3.0B

58 positions

#18Stiles Financial Services IncPassive

Slight overlap · 3 shared positions

$MPWR $NEE $LRCX

$327M

177 positions

#19QUEST INVESTMENT MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$MPWR $PLTR $ECL

$857M

122 positions

#20FCG Investment CoPassive

Slight overlap · 3 shared positions

$MPWR $PLTR $LRCX

$228M

100 positions

#21Green Alpha Advisors, LLCPassive

Slight overlap · 3 shared positions

$MPWR $BEPC $LRCX

$102M

107 positions

#22Lombard Odier Asset Management (Europe) LtdPassive

Slight overlap · 3 shared positions

$MPWR $NEE $ECL

$1.8B

190 positions

#23Harfst & Associates, Inc.Active

Slight overlap · 3 shared positions

$MPWR $USB $LRCX

$560M

121 positions

#24AMF Tjanstepension ABActive

Slight overlap · 4 shared positions

$YUM $FIX $NEE $LIN

$15.1B

117 positions

#25Knollwood Investment Advisory, LLCPassive

Slight overlap · 3 shared positions

$MPWR $PLTR $LRCX

$992M

303 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.