Hedge Funds Similar to KEELER & NADLER FINANCIAL PLANNING & WEALTH

13F Portfolio OverlapQ2 2026KEELER & NADLER FINANCIAL PLANNING & WEALTH portfolio →

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Most similar hedge funds by 13F overlap

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT is an institutional investor managing $352M across 85 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 KEELER & NADLER FINANCIAL PLANNING & WEALTH are NCM, MTM Investment, Cornerstone Advisory, with shared positions in $BAH, $GLW, $GILD, $KMI, $SO, $EPD. The full ranking of 25 similar funds is below.

#1NCM Capital Management, LLCPassive

Some overlap · 3 shared positions

$BAH $GLW $GILD

$324M

194 positions

#2MTM Investment Management, LLCPassive

Some overlap · 3 shared positions

$350M

708 positions

#3Cornerstone Advisory, LLCPassive

Some overlap · 3 shared positions

$1.2B

278 positions

#4WealthTrust Axiom LLCPassive

Some overlap · 3 shared positions

$GLW $KMI $GILD

$448M

302 positions

#5Old North State Wealth Management, LLCPassive

Some overlap · 3 shared positions

$GLW $KMI $GILD

$241M

108 positions

#6ARS Wealth Advisors Group, LLCActive

Some overlap · 3 shared positions

$1.4B

218 positions

#7Lifeworks Advisors, LLCPassive

Some overlap · 3 shared positions

$955M

337 positions

#8Royal Palms Capital LLCPassive

Some overlap · 3 shared positions

$113M

55 positions

#9Hobbs Group Advisors, LLCActive

Some overlap · 3 shared positions

$380M

164 positions

#10REAVES W H & CO INCActive

Some overlap · 3 shared positions

$6.6B

94 positions

#11PAYDEN & RYGELPassive

Some overlap · 3 shared positions

$GLW $GILD $EPD

$1.3B

131 positions

#12Stonebridge Financial Group, LLC / MOPassive

Some overlap · 3 shared positions

$151M

171 positions

#13Axiom Investment Management LLCPassive

Some overlap · 3 shared positions

$GLW $GILD $EPD

$150M

528 positions

#14WILLIAM JOHN SEMPOLINSKIActive

Some overlap · 3 shared positions

$259M

104 positions

#15CONNING INC.Passive

Some overlap · 3 shared positions

$GLW $PFG $GILD

$3.3B

329 positions

#16ORLEANS CAPITAL MANAGEMENT CORP/LAPassive

Some overlap · 3 shared positions

$GLW $GILD $EPD

$194M

122 positions

#17OmniStar Financial Group, Inc.Passive

Some overlap · 3 shared positions

$230M

116 positions

#18Harvest Investment Advisors, LLCActive

Some overlap · 3 shared positions

$BAH $KMI $GILD

$202M

58 positions

#19High Net Worth Advisory Group LLCPassive

Some overlap · 3 shared positions

$476M

253 positions

#201620 INVESTMENT ADVISORS, INC.Passive

Slight overlap · 3 shared positions

$161M

677 positions

#21Kentucky Trust CoPassive

Slight overlap · 3 shared positions

$200M

316 positions

#22Cornerstone Select Advisors, LLCPassive

Slight overlap · 3 shared positions

$GLW $GILD $EPD

$238M

149 positions

#23Powers Advisory Group, LLCActive

Slight overlap · 3 shared positions

$330M

128 positions

#24Energy Income Partners, LLCActive

Slight overlap · 4 shared positions

$KMI $AEE $SO $EPD

$6.4B

88 positions

#25Cannon Financial Strategists, Inc.Active

Slight overlap · 3 shared positions

$885M

136 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.