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Hedge Funds Similar to KEYNOTE FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026KEYNOTE FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

KEYNOTE FINANCIAL SERVICES LLC is an institutional investor managing $214M across 185 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 KEYNOTE FINANCIAL SERVICES are EDGAR LOMAX, Adams Asset Advisors, Arnhold, with shared positions in $CVS, $T, $PFE, $AMGN, $ABT, $BMY. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Notable overlap · 8 shared positions
$CVS$T$PFE$AMGN$ABT$BMY
$1.3B
58 positions
#2Adams Asset Advisors, LLCActive
Notable overlap · 8 shared positions
$OXY$T$AMGN$VZ$PFE$DINO
$882M
88 positions
#3Arnhold LLCActive
Notable overlap · 6 shared positions
$LITE$COHR$T$PFE$VZ$BMY
$1.4B
113 positions
#4NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 7 shared positions
$CVS$T$ABT$AMGN$VZ$QCOM
$863M
131 positions
#5Pacer Advisors, Inc.Passive
Some overlap · 8 shared positions
$T$PFE$VZ$QCOM$BMY$MPC
$39.3B
2,614 positions
#6Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$LITE$ABT$PFE$AMGN$VZ$BMY
$513M
70 positions
#7Coastwise Capital Group, LLCPassive
Some overlap · 8 shared positions
$T$PFE$VZ$QCOM$BMY$AMGN
$172M
143 positions
#8Principal Street Partners, LLCPassive
Some overlap · 8 shared positions
$CVS$AMGN$VZ$BMY$MO$UNM
$683M
277 positions
#91834 INVESTMENT ADVISORS COPassive
Some overlap · 7 shared positions
$CVS$T$PFE$VZ$QCOM$BMY
$883M
211 positions
#10P.A.W. CAPITAL CORPPassive
Some overlap · 7 shared positions
$ABT$PFE$AMGN$VZ$BMY$MMM
$133M
66 positions
#11Vista Private Wealth Partners. LLC
Some overlap · 6 shared positions
$LITE$CVS$VZ$BMY$AMGN$GILD
$306M
89 positions
#12Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$AMGN$PFE$VZ$T$BMY$MMM
$347M
138 positions
#13EDMP, INC.Passive
Some overlap · 7 shared positions
$T$AMGN$VZ$BMY$MMM$MO
$124M
70 positions
#14LSV ASSET MANAGEMENTActive
Some overlap · 8 shared positions
$VZ$QCOM$BMY$T$CVS$MO
$55.1B
889 positions
#15EXCALIBUR MANAGEMENT CORPPassive
Some overlap · 7 shared positions
$CVS$T$PFE$VZ$AMGN$GILD
$303M
175 positions
#16RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$CVS$T$BMY$MTB$MO$GILD
$2.4B
181 positions
#17Optimist Retirement Group LLCActive
Some overlap · 7 shared positions
$PFE$VZ$QCOM$BMY$MMM$MO
$259M
118 positions
#18VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 6 shared positions
$CVS$PFE$VZ$BMY$MMM$MTB
$214M
61 positions
#19Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 7 shared positions
$T$VZ$BMY$MMM$LMT$O
$327M
94 positions
#20Alliance Private Wealth, LLCActive
Some overlap · 6 shared positions
$CVS$VZ$PFE$QCOM$BMY$MMM
$288M
82 positions
#21Stablepoint Partners, LLCPassive
Some overlap · 6 shared positions
$CVS$AMGN$VZ$T$QCOM$LMT
$723M
260 positions
#22Range Financial Group LLCPassive
Some overlap · 6 shared positions
$LITE$AMGN$VZ$QCOM$DINO$MO
$366M
206 positions
#23BCWM, LLCPassive
Some overlap · 6 shared positions
$T$PFE$VZ$BMY$MO$LMT
$342M
57 positions
#24Baugh & Associates, LLCActive
Some overlap · 6 shared positions
$ABT$PFE$VZ$QCOM$MO$O
$226M
42 positions
#25Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 7 shared positions
$AMGN$QCOM$MPC$UNM$GILD$LMT
$111M
62 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.