Hedge Funds Similar to Keener Financial Planning

13F Portfolio OverlapQ2 2026Keener Financial Planning portfolio →

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Most similar hedge funds by 13F overlap

Keener Financial Planning LLC is an institutional investor managing $280M across 61 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 Keener Financial Planning are Nordwand Advisors, Oak Harvest Investment Services, 17 PARTNERS, with shared positions in $UNP, $MRVL, $AMGN, $MUFG, $HLT, $FITB. The full ranking of 18 similar funds is below.

#1Nordwand Advisors, LLCPassive

Some overlap · 3 shared positions

$UNP $MRVL $AMGN

$652M

146 positions

#2Oak Harvest Investment ServicesPassive

Some overlap · 3 shared positions

$UNP $MRVL $AMGN

$1.1B

168 positions

#317 CAPITAL PARTNERS, LLCPassive

Some overlap · 3 shared positions

$MRVL $MUFG $AMGN

$222M

176 positions

#4WOLFF WIESE MAGANA LLCPassive

Some overlap · 3 shared positions

$AMGN $UNP $MRVL

$217M

1,027 positions

#5Myriad Asset Management Advisors LLCActive

Some overlap · 3 shared positions

$UNP $MUFG $MRVL

$424M

49 positions

#6MARCO INVESTMENT MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$MRVL $UNP $AMGN

$1.5B

245 positions

#7Pathway Financial Advisers, LLCPassive

Some overlap · 3 shared positions

$MRVL $AMGN $UNP

$397M

167 positions

#8STANCE CAPITAL LLCPassive

Some overlap · 3 shared positions

$AMGN $HLT $MRVL

$328M

340 positions

#9Concord Asset Management, LLC/VAPassive

Some overlap · 3 shared positions

$UNP $AMGN $MRVL

$646M

126 positions

#10Greykasell Wealth Strategies, Inc.Passive

Some overlap · 3 shared positions

$MRVL $MUFG $AMGN

$275M

483 positions

#11FIRST NATIONAL BANK OF OMAHAPassive

Slight overlap · 3 shared positions

$MRVL $UNP $AMGN

$3.5B

505 positions

#12North Star Investment Management Corp.Passive

Slight overlap · 3 shared positions

$UNP $FITB $AMGN

$1.8B

1,733 positions

#13Morton Brown Family Wealth, LLCActive

Slight overlap · 4 shared positions

$MUFG $AMGN $FITB $UNP

$441M

416 positions

#14VALLEY NATIONAL ADVISERS INCPassive

Slight overlap · 3 shared positions

$AMGN $MRVL $HLT

$900M

1,056 positions

#15Caldwell Trust CoPassive

Slight overlap · 3 shared positions

$AMGN $MRVL $UNP

$1.2B

811 positions

#16Wealth Group LtdSmart money

Slight overlap · 3 shared positions

$MRVL $UNP $AMGN

$523M

95 positions

#17Virtus Investment Advisers, LLCPassive

Slight overlap · 3 shared positions

$MRVL $AMGN $FITB

$429M

463 positions

#18Midwest Capital Advisors, LLCActive

Slight overlap · 3 shared positions

$MRVL $UNP $FITB

$246M

210 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.