13F Pro

Hedge Funds Similar to CASTLEKEEP INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026CASTLEKEEP INVESTMENT ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CASTLEKEEP INVESTMENT ADVISORS LLC is an institutional investor managing $200M across 76 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 CASTLEKEEP INVESTMENT ADVISORS are Spectrum Financial Alliance Ltd, WealthBridge Investment Counsel, MORGAN DEMPSEY, with shared positions in $C, $BA, $DE, $LMT, $DIS, $DHR. The full ranking of 25 similar funds is below.

#1Spectrum Financial Alliance Ltd LLCActive
Notable overlap · 4 shared positions
$C$BA$DE$LMT
$679M
31 positions
#2WealthBridge Investment Counsel Inc.Active
Notable overlap · 5 shared positions
$C$BA$DIS$DHR$MDT
$375M
44 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 8 shared positions
$C$UNP$UPS$GD$MDT$PEP
$233M
122 positions
#4MASTERS CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$BA$C$UPS
$3.9B
80 positions
#5SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 6 shared positions
$BA$C$DIS$UPS$MDT$KD
$3.2B
40 positions
#6Mandatum Life Insurance Co LtdSmart money
Notable overlap · 5 shared positions
$C$DIS$CL$MDT$DE
$540M
90 positions
#7Rayburn West Financial Services LLCPassive
Notable overlap · 7 shared positions
$C$UPS$DE$GD$PEP$MCD
$181M
81 positions
#8Muzinich & Co., Inc.Active
Notable overlap · 3 shared positions
$GBDC$MFIC$OCSL
$293M
38 positions
#9NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Notable overlap · 8 shared positions
$BA$DE$UNP$CL$CB$GD
$381M
144 positions
#10YANKCOM PartnershipPassive
Notable overlap · 7 shared positions
$C$UNP$MDT$PEP$MCD$NVS
$279M
308 positions
#11Cambridge Financial Group, Inc.Active
Notable overlap · 4 shared positions
$C$BA$CAH$MCD
$287M
33 positions
#12WAYCROSS PARTNERS, LLCActive
Notable overlap · 5 shared positions
$C$BA$MCD$DE$LMT
$1.2B
72 positions
#13RE ADVISERS CORPActive
Notable overlap · 5 shared positions
$C$BA$DIS$DE$CB
$4.0B
124 positions
#14Newport Trust Company, LLCActive
Notable overlap · 3 shared positions
$BA$DIS$GD
$41.5B
63 positions
#15Blume Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$C$DIS$DE$UNP
$684M
359 positions
#16Palouse Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$C$BA$DIS$UPS$MDT
$160M
124 positions
#17Cullen Capital Management, LLCActive
Notable overlap · 6 shared positions
$C$UPS$NVS$CB$GD$MDT
$10.2B
208 positions
#18Nexus Investment Management ULCActive
Some overlap · 5 shared positions
$C$UPS$MDT$UNP$DHR
$767M
72 positions
#19STALEY CAPITAL ADVISERS INCActive
Some overlap · 3 shared positions
$BA$C$DIS
$2.6B
193 positions
#20ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$C$MDT$PEP$LMT$NVS
$205M
60 positions
#21KAHN BROTHERS GROUP INCSmart money
Some overlap · 4 shared positions
$C$DIS$NVS$PEP
$564M
48 positions
#22CMH Wealth Management LLCPassive
Some overlap · 6 shared positions
$BA$DHR$UNP$DE$PEP$NVS
$655M
117 positions
#23Lincoln Capital LLCActive
Some overlap · 9 shared positions
$DIS$LIN$DHR$UPS$UNP$MCD
$562M
137 positions
#24Bedell Frazier Investment Counselling, LLC
Some overlap · 6 shared positions
$C$DIS$BA$LIN$MCD$LMT
$495M
128 positions
#25Stack Financial Management, IncActive
Some overlap · 8 shared positions
$CAH$UPS$UNP$DHR$MDT$PEP
$1.3B
54 positions

Compare CASTLEKEEP INVESTMENT ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CASTLEKEEP INVESTMENT ADVISORS’s holdings

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.