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Hedge Funds Similar to Keeler Thomas

13F Portfolio OverlapQ2 2026Keeler Thomas portfolio →
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Most similar hedge funds by 13F overlap

Keeler Thomas Management LLC is an institutional investor managing $282M across 135 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 Thomas are Minneapolis Portfolio Group, R.M.SINCERBEAUX, OAK FAMILY ADVISORS, with shared positions in $GNRC, $PFE, $UBER, $QCOM, $PYPL, $ADP. The full ranking of 25 similar funds is below.

#1Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 4 shared positions
$GNRC$PFE$UBER$QCOM
$1.1B
34 positions
#2R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$PYPL$QCOM$ADP$KMI$ADI$PFE
$188M
39 positions
#3OAK FAMILY ADVISORS, LLCPassive
Notable overlap · 4 shared positions
$GNRC$UBER$QCOM$KMI
$391M
111 positions
#4Gibraltar Capital Management, Inc.Active
Notable overlap · 5 shared positions
$DVN$UBER$PYPL$KLAC$WAB
$650M
125 positions
#5Virtus Family Office LLCPassive
Notable overlap · 5 shared positions
$PYPL$PFE$QCOM$RMD$ADP
$126M
62 positions
#6Barnett & Company, Inc.Passive
Notable overlap · 4 shared positions
$GNRC$PFE$VICI$WAB
$135M
86 positions
#7Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 5 shared positions
$PFE$QCOM$KMI$XYZ$ADI
$3.2B
82 positions
#8Game Creek Capital, LPPassive
Some overlap · 4 shared positions
$GNRC$UBER$XYZ$PFE
$283M
77 positions
#9MERIDIAN MANAGEMENT COActive
Some overlap · 4 shared positions
$GNRC$RMD$FTNT$UBER
$446M
84 positions
#10BCWM, LLCPassive
Some overlap · 4 shared positions
$GNRC$PFE$KMI$DUK
$342M
57 positions
#11Distillate Capital Partners LLCPassive
Some overlap · 6 shared positions
$UBER$ADP$PYPL$GPN$INTU$ABT
$1.9B
118 positions
#12MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$GNRC$QCOM$ADP$PYPL$ABT
$1.2B
106 positions
#13Paradiem, LLCPassive
Some overlap · 6 shared positions
$QCOM$ADP$DVN$ADI$ABT$FTNT
$464M
68 positions
#14Dundas Partners LLPActive
Some overlap · 6 shared positions
$RMD$ADP$ADI$AME$ABT$INTU
$1.4B
31 positions
#15Willis Investment CounselActive
Some overlap · 5 shared positions
$PFE$GNRC$ADP$FTNT$ABT
$2.1B
125 positions
#16Capital Investment Services of America, Inc.Active
Some overlap · 6 shared positions
$QCOM$PTC$RMD$WAB$AME$ADP
$1.0B
83 positions
#17SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive
Some overlap · 6 shared positions
$UBER$ADP$QCOM$TT$PYPL$WAB
$5.3B
737 positions
#18Seascape Capital ManagementPassive
Some overlap · 5 shared positions
$QCOM$KLAC$EHC$FTNT$AME
$417M
96 positions
#19BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 5 shared positions
$EME$UBER$INTU$FTNT$TT
$926M
149 positions
#20Bristol Gate Capital Partners Inc.Active
Some overlap · 4 shared positions
$EME$KLAC$TT$WAB
$1.4B
33 positions
#21GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$DVN$PYPL$QCOM
$906M
153 positions
#22NORTH STAR ASSET MANAGEMENT INC
Some overlap · 6 shared positions
$PTC$GPN$INTU$ADI$AME$ABT
$2.5B
372 positions
#23Philip James Wealth Mangement, LLCActive
Some overlap · 5 shared positions
$QCOM$PYPL$PFE$ABT$DVN
$888M
151 positions
#24Unified Investment ManagementPassive
Some overlap · 4 shared positions
$GNRC$QCOM$PYPL$PTC
$108M
145 positions
#25Boit C F DavidPassive
Some overlap · 5 shared positions
$QCOM$ADP$INTU$ADI$ABT
$238M
85 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.