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Hedge Funds Similar to KEYBANK NATIONAL ASSOCIATION

13F Portfolio OverlapQ2 2026KEYBANK NATIONAL ASSOCIATION portfolio →
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Most similar hedge funds by 13F overlap

KEYBANK NATIONAL ASSOCIATION/OH is an institutional investor managing $30.4B across 1,310 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 KEYBANK NATIONAL ASSOCIATION are SHELTON WEALTH, BECK, Orion Investment, with shared positions in $PH, $CCJ, $WFC, $ASML, $FCX, $APH. The full ranking of 25 similar funds is below.

#1SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$PH$CCJ$WFC$ASML$FCX$APH
$255M
144 positions
#2BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$CCJ$IAU$ASML$FCX$GLW
$543M
140 positions
#3Orion Investment CoActive
Some overlap · 5 shared positions
$PH$CCJ$NEE$ASML$EMR
$343M
73 positions
#4DOVER ADVISORS, LLCPassive
Some overlap · 7 shared positions
$PH$NEE$ASML$EMR$PEP$TMO
$244M
153 positions
#5TOCQUEVILLE ASSET MANAGEMENT L.P.Passive
Some overlap · 6 shared positions
$IAU$CCJ$NEE$FCX$PH$GLW
$7.6B
557 positions
#6Tribune Investment Group LPActive
Some overlap · 4 shared positions
$CCJ$PH$GLW$TKR
$247M
34 positions
#7GREAT LAKES ADVISORS, LLCPassive
Some overlap · 6 shared positions
$PH$WFC$FCX$PEP$TMO$ABT
$13.1B
825 positions
#8Financial & Tax Architects, LLCPassive
Some overlap · 6 shared positions
$IAU$NEE$ASML$EMR$PEP$ABT
$474M
110 positions
#9FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$IAU$NEE$APH$EMR$PEP$ABT
$1.3B
159 positions
#10Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$PH$NEE$APH$EMR$GLW$ABT
$686M
532 positions
#11Pacifica Partners Inc.Passive
Some overlap · 5 shared positions
$CCJ$WFC$PEP$TMO$FCX
$332M
424 positions
#12BOWEN HANES & CO INCActive
Some overlap · 4 shared positions
$PH$CCJ$ASML$GLW
$4.1B
151 positions
#13RAINIER FAMILY WEALTH INCPassive
Some overlap · 5 shared positions
$CCJ$IAU$APH$FCX$PH
$176M
102 positions
#14First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$PH$NEE$APH$PEP$ABT
$1.4B
73 positions
#15Argentarii, LLCPassive
Some overlap · 4 shared positions
$PH$IAU$APH$EMR
$332M
213 positions
#16Pflug Koory, LLCPassive
Some overlap · 5 shared positions
$PH$WFC$TMO$GLW$EMR
$250M
426 positions
#17KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PH$APH$EMR$PEP$ABT
$1.5B
228 positions
#18Main Street Research LLCActive
Some overlap · 5 shared positions
$CCJ$ASML$APH$GLW$WFC
$2.1B
140 positions
#19BFSG, LLCPassive
Some overlap · 5 shared positions
$IAU$NEE$ASML$FCX$APH
$1.1B
768 positions
#20Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$IAU$NEE$ASML$APH$PEP
$71M
72 positions
#21Pillar Financial Advisors, LLCActive
Some overlap · 3 shared positions
$CCJ$IAU$TMO
$191M
114 positions
#22REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$APH$PEP$TMO
$760M
229 positions
#23DAGCO, INC.Active
Some overlap · 5 shared positions
$PH$NEE$TMO$PEP$ABT
$541M
117 positions
#24Covea FinanceActive
Some overlap · 4 shared positions
$CCJ$PH$EMR$TMO
$3.2B
153 positions
#25BNP PARIBASActive
Some overlap · 5 shared positions
$PH$APH$TMO$EMR$GLW
$3.7B
329 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.