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Hedge Funds Similar to Key

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

Key Capital Management, INC is an institutional investor managing $194M across 726 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 Key are Sound Income Strategies, Ranch Advisors, Rayburn West Financial Services, with shared positions in $C, $ENB, $CFG, $GEF, $PFG, $CTRE. The full ranking of 25 similar funds is below.

#1Sound Income Strategies, LLCPassive
Some overlap · 8 shared positions
$C$ENB$CFG$GEF$PFG$CTRE
$2.2B
483 positions
#2Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$C$AMGN$GD$T$PFE
$316M
157 positions
#3Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$C$AMGN$GD$PFE
$181M
81 positions
#4Processus Wealth & Capital Management, LLCActive
Some overlap · 3 shared positions
$AMGN$C$GD
$169M
35 positions
#5Round Hill Asset ManagementActive
Some overlap · 4 shared positions
$AMGN$C$T$PFE
$159M
62 positions
#6Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$C$AMGN$T$WPC$PFE
$882M
88 positions
#7Insight Inv LLCPassive
Some overlap · 3 shared positions
$C$AMGN$GD
$212M
109 positions
#8Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$AMGN$GD$ENB$PFG
$111M
62 positions
#9American State Bank (Iowa)Passive
Some overlap · 4 shared positions
$C$AMGN$GD$T
$247M
139 positions
#10Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$AMGN$C$PFE
$229M
166 positions
#11SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$AMGN$T$PFE
$606M
79 positions
#12Martin Capital Partners, LLCPassive
Some overlap · 4 shared positions
$AMGN$GD$PFG$PFE
$272M
72 positions
#13THORNBURG INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$C$ENB$T$PFE
$10.5B
139 positions
#14Argyle Capital Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$ENB$T$PFE
$347M
138 positions
#15One Capital Management, LLCActive
Some overlap · 4 shared positions
$C$GD$ENB$Q
$3.6B
522 positions
#16EDMP, INC.Passive
Some overlap · 3 shared positions
$AMGN$C$T
$124M
70 positions
#17WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 4 shared positions
$C$ENB$T$PFE
$245M
149 positions
#18Buckley Wealth Management, LLCActive
Some overlap · 5 shared positions
$AMGN$T$Q$C$PFE
$404M
104 positions
#19Foster Victor Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$AMGN$C$ENB$PFE
$1.9B
254 positions
#20Estabrook Capital ManagementPassive
Some overlap · 4 shared positions
$C$AMGN$T$PFE
$739M
344 positions
#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$C$GD$T
$233M
122 positions
#22Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$C$GD$T
$10.2B
208 positions
#23Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$AMGN$GD$CTVA
$47.7B
212 positions
#24GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$AMGN$C$ENB$T
$3.0B
213 positions
#25Tortuga Wealth Management, IncPassive
Some overlap · 4 shared positions
$AMGN$T$C$PFE
$132M
135 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.