13F Pro

Hedge Funds Similar to Key Client Fiduciary Advisors

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

Key Client Fiduciary Advisors, LLC is an institutional investor managing $347M across 232 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 Client Fiduciary Advisors are Milestone Asset Group, Cornerstone Select Advisors, IBEX WEALTH ADVISORS, with shared positions in $GLXY, $ARCC, $T, $VZ, $VRT, $MO. The full ranking of 25 similar funds is below.

#1Milestone Asset Management Group, LLCPassive
Notable overlap · 4 shared positions
$GLXY$ARCC$T$VZ
$199M
133 positions
#2Cornerstone Select Advisors, LLCPassive
Some overlap · 7 shared positions
$VRT$MO$ARCC$VZ$GLW$CRWD
$238M
149 positions
#3IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$NLY$VRT$VZ$HWM$T
$1.3B
209 positions
#4Dupree Financial Group, LLCPassive
Some overlap · 4 shared positions
$NLY$VRT$VZ$T
$267M
81 positions
#5VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MO$PFH$VZ$GLW$NEE$T
$1.1B
146 positions
#6Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$NLY$MO$ARCC$VZ$T
$486M
249 positions
#7ShoreHaven Wealth Partners, LLCActive
Some overlap · 5 shared positions
$VRT$NLY$VZ$GLW$NEE
$318M
106 positions
#8Wright Wealth LLCActive
Some overlap · 4 shared positions
$NLY$GLW$VZ$T
$167M
54 positions
#9Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$NLY$MO$PFH$NEE
$334M
127 positions
#10Hilton Head Capital Partners, LLCPassive
Some overlap · 5 shared positions
$VRT$MO$VZ$GLW$NEE
$198M
912 positions
#11International Private Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$VRT$IBIT$MO$VZ$PFH
$194M
160 positions
#12Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$NLY$MO$ARCC
$1.0B
207 positions
#13Cottage Street Advisors LLCPassive
Some overlap · 5 shared positions
$VRT$ARCC$VZ$GLW$NEE
$259M
149 positions
#14Signature Wealth Management Partners, LLCPassive
Some overlap · 5 shared positions
$PEG$MO$CRWD$NEE$T
$214M
122 positions
#15Disciplined Equity Management, Inc.Smart money
Some overlap · 5 shared positions
$MO$PFH$VZ$CRWD$T
$226M
45 positions
#16Kingsman Wealth Management, Inc.Active
Some overlap · 5 shared positions
$VRT$GLW$HWM$CRWD$NEE
$214M
76 positions
#17KENNEDY INVESTMENT GROUPPassive
Some overlap · 4 shared positions
$VRT$PEG$VZ$CRWD
$295M
146 positions
#18Richard C. Young & CO., LTD.Passive
Some overlap · 4 shared positions
$VRT$MO$VZ$T
$1.4B
101 positions
#19PENSION & WEALTH MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$VRT$MO$ARCC$GLW
$371M
544 positions
#20Center For Asset Management LLCPassive
Some overlap · 5 shared positions
$MO$VZ$GLW$NEE$T
$225M
151 positions
#21PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$NLY$VRT$NEE
$671M
197 positions
#22SHARPEPOINT LLCPassive
Some overlap · 4 shared positions
$NLY$MO$VZ$T
$200M
89 positions
#23MRA Advisory GroupPassive
Some overlap · 3 shared positions
$VRT$PEG$MO
$276M
159 positions
#24PARK CIRCLE CoActive
Some overlap · 5 shared positions
$MO$PFH$VZ$NLY$ARCC
$117M
53 positions
#25P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$MO$PFH$ARCC$VZ
$133M
66 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.