How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Keyes, Stange & Wooten Wealth

13F Portfolio OverlapQ2 2026Keyes, Stange & Wooten Wealth portfolio →

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Most similar hedge funds by 13F overlap

Keyes, Stange & Wooten Wealth Management, LLC is an institutional investor managing $251M across 74 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 Keyes, Stange & Wooten Wealth are Scissortail Wealth, Phoenix Wealth Advisors, Winthrop Partners - WNY, with shared positions in $MPC, $ETN, $JCI, $CB, $MSI, $UNP. The full ranking of 25 similar funds is below.

#1Scissortail Wealth Management, LLCPassive

Substantial overlap · 14 shared positions

$MPC $ETN $JCI $CB $MSI $UNP

$520M

106 positions

#2Phoenix Wealth AdvisorsActive

Substantial overlap · 14 shared positions

$ETN $MPC $CB $CMI $JCI $MSI

$297M

129 positions

#3Winthrop Partners - WNY, LLCPassive

Substantial overlap · 16 shared positions

$ETN $CB $MSI $MPC $JCI $UNP

$202M

87 positions

#4Comprehensive Financial Consultants Institutional, Inc.Passive

Substantial overlap · 15 shared positions

$ETN $MPC $JCI $CB $ADI $UNP

$378M

205 positions

#5Tulsa Wealth Advisors, INCActive

Substantial overlap · 15 shared positions

$ETN $MPC $MSI $ADI $CB $JCI

$710M

166 positions

#6Clear Trail Advisors, LLCPassive

Substantial overlap · 13 shared positions

$ETN $MPC $MSI $DRI $CME $ADI

$655M

161 positions

#7HARRELL INVESTMENT PARTNERS, LLCPassive

Substantial overlap · 14 shared positions

$ETN $MSI $MPC $ADI $CMI $JCI

$461M

144 positions

#8CrossGen Wealth, LLCPassive

Notable overlap · 9 shared positions

$MPC $ETN $CB $JCI $MSI $UNP

$129M

214 positions

#9CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 14 shared positions

$MPC $ADI $JCI $ETN $CB $UNP

$1.0B

300 positions

#10Wealth Intelligence, LLCActive

Notable overlap · 11 shared positions

$ETN $MPC $JCI $UNP $CB $CME

$215M

59 positions

#11TMB Capital Partners, LLCPassive

Notable overlap · 13 shared positions

$ETN $MSI $ADI $MPC $JCI $CB

$321M

177 positions

#12LightSquare Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$ETN $VZ $MPC $JCI $NEE $CB

$145M

104 positions

#13Banco de Sabadell, S.APassive

Notable overlap · 6 shared positions

$ETN $ADI $NEE $APD $UNP $CME

$170M

61 positions

#14Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$CMI $NEE $CME $GLW $ETN $VZ

$239M

126 positions

#15Invera Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$CMI $JCI $ETN $MPC $CB $UNP

$186M

132 positions

#16Nemes Rush Group LLCPassive

Notable overlap · 6 shared positions

$ETN $MSI $CB $CME $JCI $UNP

$1.2B

954 positions

#17CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 7 shared positions

$ETN $ADI $GLW $JCI $CMI $O

$827M

181 positions

#18Minot DeBlois Advisors LLCPassive

Notable overlap · 6 shared positions

$CB $UNP $ADI $NEE $DIS $VZ

$116M

240 positions

#19GRANDFIELD & DODD, LLCActive

Notable overlap · 5 shared positions

$JCI $CB $ADI $APD $DIS

$1.9B

217 positions

#20SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$ETN $NEE $VZ $APD $BRO

$205M

55 positions

#21Nan Shan Life Insurance Co., Ltd.Active

Notable overlap · 6 shared positions

$ETN $VZ $CME $DIS $GLW $ADI

$3.2B

82 positions

#22Nordwand Advisors, LLCPassive

Notable overlap · 5 shared positions

$ETN $CMI $UNP $APD $SCI

$652M

146 positions

#23VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 5 shared positions

$CB $DRI $VZ $O $ADI

$201M

57 positions

#24NovaPoint Capital, LLCPassive

Notable overlap · 5 shared positions

$CB $CMI $UNP $GLW $APD

$481M

161 positions

#25RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$ETN $ADI $NEE $MSI $GLW

$1.1B

90 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.