What hedge funds are most similar to Keystone Financial Planning, Inc.?

The funds with the most similar 13F portfolios to Keystone Financial Planning, Inc. are EQUITY INVESTMENT, PARK CIRCLE, TrueMark Investments, based on overlapping conviction holdings in the latest SEC filings.

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 Keystone Financial Planning

13F Portfolio OverlapQ2 2026Keystone Financial Planning portfolio →

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Most similar hedge funds by 13F overlap

Keystone Financial Planning, Inc. is an institutional investor managing $388M across 39 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 Keystone Financial Planning are EQUITY INVESTMENT, PARK CIRCLE, TrueMark Investments, with shared positions in $VZ, $GSK, $MDT, $USB, $UPS, $UL. The full ranking of 25 similar funds is below.

#1EQUITY INVESTMENT CORPActive

Substantial overlap · 9 shared positions

$VZ $GSK $MDT $USB $UPS $UL

$5.2B

76 positions

#2PARK CIRCLE CoActive

Substantial overlap · 7 shared positions

$VZ $TROW $MO $PFE $PM $BNS

$117M

53 positions

#3TrueMark Investments, LLCPassive

Notable overlap · 8 shared positions

$BTI $VZ $UPS $PM $CME $MO

$798M

187 positions

#4Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$VZ $CME $PFE $BMY $MCD $LMT

$199M

38 positions

#5Disciplined Equity Management, Inc.Smart money

Notable overlap · 5 shared positions

$VZ $MO $USB $PFE $T

$226M

45 positions

#6Windle Wealth, LLCActive

Notable overlap · 6 shared positions

$MO $TROW $VZ $UL $MCD $T

$249M

35 positions

#7Kennon-Green & Company, LLCActive

Notable overlap · 7 shared positions

$BTI $MO $PM $UL $MCD $GPC

$128M

41 positions

#8John Boyer, Inc.Smart money

Notable overlap · 6 shared positions

$VZ $MO $PFE $BEN $T $LMT

$115M

39 positions

#9KEATING INVESTMENT COUNSELORS INCSmart money

Notable overlap · 7 shared positions

$GSK $VZ $UL $UPS $PM $LMT

$364M

59 positions

#10Measured Risk Portfolios, Inc.Active

Notable overlap · 6 shared positions

$MO $VZ $UPS $CME $PM $TROW

$112M

63 positions

#11St. James Investment Company, LLCActive

Notable overlap · 3 shared positions

$UL $MDT $VZ

$630M

24 positions

#12Mid-American Wealth Advisory Group, Inc.Active

Notable overlap · 4 shared positions

$VZ $BMY $MO $LMT

$277M

66 positions

#13Carolina Wealth Advisors, LLCPassive

Notable overlap · 11 shared positions

$MO $PM $BMY $VZ $TROW $MDT

$255M

278 positions

#14Hillman Capital Management, Inc.Passive

Notable overlap · 9 shared positions

$GSK $PFE $BMY $USB $VZ $UPS

$138M

54 positions

#15VAUGHAN & Co SECURITIES, INC.Smart money

Notable overlap · 7 shared positions

$GSK $BMY $UPS $PM $VZ $PFE

$214M

61 positions

#16Martin Capital Partners, LLCPassive

Notable overlap · 9 shared positions

$CME $UL $TROW $MDT $VZ $PFE

$272M

72 positions

#17Paradigm Capital Management, LLC/NVActive

Notable overlap · 8 shared positions

$VZ $MO $USB $PM $MCD $PFE

$116M

65 positions

#18Stockman Wealth Management, Inc.Passive

Notable overlap · 8 shared positions

$USB $UPS $GSK $MDT $PFE $VZ

$968M

178 positions

#19SECTOR GAMMA ASActive

Notable overlap · 5 shared positions

$MDT $BMY $PFE $CVS $AMGN

$461M

40 positions

#20OPAL CAPITAL LLCPassive

Notable overlap · 8 shared positions

$BTI $PM $VZ $UPS $CME $MO

$560M

136 positions

#21MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$UPS $PM $VZ $CME $MDT $MCD

$233M

122 positions

#22Altrius Capital Management IncPassive

Notable overlap · 8 shared positions

$BTI $GSK $PM $BEN $MO $UPS

$526M

89 positions

#23Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$BMY $VZ $PFE $PM $MCD $AMGN

$513M

70 positions

#24Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$USB $VZ $MDT $UPS $CME $MO

$159M

62 positions

#25GQG Partners LLCActive

Notable overlap · 7 shared positions

$MO $VZ $BTI $PM $UL $T

$53.8B

102 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.