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Hedge Funds Similar to Keudell/Morrison Wealth

13F Portfolio OverlapQ2 2026Keudell/Morrison Wealth portfolio →
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Most similar hedge funds by 13F overlap

Keudell/Morrison Wealth Management is an institutional investor managing $529M across 260 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 Keudell/Morrison Wealth are AMERICAN FINANCIAL & TAX STRATEGIES, Kestra Investment, POTOMAC FUND, with shared positions in $SNPS, $PM, $MO, $QCOM, $USB, $GILD. The full ranking of 25 similar funds is below.

#1AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Notable overlap · 3 shared positions
$SNPS$PM$MO
$221M
102 positions
#2Kestra Investment Management, LLCActive
Notable overlap · 4 shared positions
$SNPS$QCOM$PM$USB
$5.2B
519 positions
#3POTOMAC FUND MANAGEMENT INC /ADVSmart money
Notable overlap · 4 shared positions
$SNPS$GILD$QCOM$USB
$4.0B
109 positions
#4Trust CoActive
Notable overlap · 3 shared positions
$SNPS$VZ$GILD
$1.1B
908 positions
#5North Ridge Wealth Advisors, Inc.
Notable overlap · 3 shared positions
$SNPS$T$ASML
$178M
193 positions
#6Shore Point Advisors, LLCActive
Notable overlap · 4 shared positions
$SNPS$VZ$SYK$T
$292M
77 positions
#7MMA ASSET MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$SNPS$MO$USB$T
$314M
181 positions
#8Financial Gravity Asset Management, Inc.
Notable overlap · 3 shared positions
$SNPS$ASML$SYK
$562M
973 positions
#9Tensor Edge Capital, LLCActive
Notable overlap · 3 shared positions
$SNPS$QCOM$ASML
$1.5B
18 positions
#10Financial Gravity Companies, Inc. (FGCO)Passive
Notable overlap · 3 shared positions
$SNPS$ASML$SYK
$616M
1,040 positions
#11MRA Advisory GroupPassive
Some overlap · 3 shared positions
$SNPS$MO$AMGN
$276M
159 positions
#12Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$SNPS$PM$VZ$MO$T
$486M
249 positions
#13Virtus Family Office LLCPassive
Some overlap · 3 shared positions
$SNPS$QCOM$GILD
$126M
62 positions
#14LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$SNPS$MO$QCOM
$166M
274 positions
#15LAM GROUP, INC.Active
Some overlap · 3 shared positions
$SNPS$AMGN$VZ
$201M
139 positions
#16SORA INVESTORS LLCPassive
Some overlap · 4 shared positions
$SNPS$QCOM$ASML$VZ
$1.3B
76 positions
#17Veery Capital, LLCActive
Some overlap · 3 shared positions
$SNPS$ASML$PM
$372M
100 positions
#18GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$USB$PM$ASML$VZ$MO$AMGN
$2.2B
268 positions
#19Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$SNPS$QCOM$MO$AMGN
$1.0B
207 positions
#20Wolff Financial Management LLCActive
Some overlap · 6 shared positions
$PM$QCOM$USB$VZ$MO$SYK
$501M
106 positions
#21Aristotle Capital Management, LLCActive
Some overlap · 5 shared positions
$SNPS$USB$QCOM$VZ$AMGN
$47.7B
212 positions
#22Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$PM$USB$VZ$MO$AMGN$T
$116M
65 positions
#23Canal Capital Management, LLCPassive
Some overlap · 6 shared positions
$PM$QCOM$ASML$MO$AMGN$T
$819M
220 positions
#24Tamar Securities, LLCActive
Some overlap · 4 shared positions
$SNPS$QCOM$ASML$AMGN
$1.1B
98 positions
#25FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 6 shared positions
$USB$QCOM$VZ$MO$GILD$T
$1.7B
256 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.