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Hedge Funds Similar to Keystone Wealth Services

13F Portfolio OverlapQ2 2026Keystone Wealth Services portfolio →
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Most similar hedge funds by 13F overlap

Keystone Wealth Services, LLC is an institutional investor managing $539M across 327 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 Wealth Services are SMITH SHELLNUT WILSON, Keystone Financial Group, EXCHANGE TRADED CONCEPTS, with shared positions in $STX, $WFC, $PM, $PLTR, $IAU, $CCJ. The full ranking of 25 similar funds is below.

#1SMITH SHELLNUT WILSON LLC /ADVPassive
Some overlap · 3 shared positions
$STX$WFC$PM
$268M
161 positions
#2Keystone Financial GroupPassive
Some overlap · 5 shared positions
$STX$PLTR$WFC$IAU$PM
$1.7B
567 positions
#3EXCHANGE TRADED CONCEPTS, LLCPassive
Some overlap · 3 shared positions
$STX$PM$CCJ
$21.9B
1,580 positions
#4Adams Wealth ManagementActive
Some overlap · 3 shared positions
$STX$COP$PM
$522M
147 positions
#5ICON ADVISERS INC/COPassive
Some overlap · 3 shared positions
$STX$PSX$WFC
$532M
195 positions
#6Decker Retirement Planning Inc.Active
Some overlap · 3 shared positions
$STX$PLTR$IAU
$294M
441 positions
#7NAVELLIER & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$STX$PSX$PLTR
$1.3B
322 positions
#8SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$COP$WFC$PSX
$606M
79 positions
#9MONTGOMERY INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$COP$PSX$CCJ$DAL
$330M
108 positions
#10R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$COP$WFC$PM$PLTR
$133M
47 positions
#11WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 4 shared positions
$STX$COP$PH$PM
$97M
110 positions
#12Massachusetts Wealth ManagementPassive
Some overlap · 3 shared positions
$COP$WFC$TT
$262M
98 positions
#13Parkwood LLCActive
Some overlap · 4 shared positions
$STX$NET$PM$SHOP
$1.4B
72 positions
#14Taikang Asset Management (Hong Kong) Co LtdPassive
Some overlap · 3 shared positions
$STX$COP$WFC
$1.1B
77 positions
#15MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$COP$PSX$CCJ
$112M
100 positions
#16Stegent Equity Advisors, Inc.Passive
Some overlap · 3 shared positions
$COP$PSX$IAU
$140M
112 positions
#17Scissortail Wealth Management, LLCPassive
Some overlap · 3 shared positions
$COP$WFC$PSX
$520M
106 positions
#18TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$STX$COP$PLTR$PM
$686M
151 positions
#19Ballew Advisors, IncActive
Some overlap · 4 shared positions
$COP$PSX$TT$IAU
$194M
129 positions
#20SWS PartnersPassive
Some overlap · 4 shared positions
$WFC$NET$PSX$PM
$463M
108 positions
#21Keystone Financial ServicesActive
Some overlap · 4 shared positions
$COP$WFC$IAU$PM
$388M
131 positions
#22SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$STX$NET$SHOP
$26.9B
71 positions
#23Sagefield Capital LPPassive
Some overlap · 3 shared positions
$COP$PSX$CCJ
$1.3B
107 positions
#24ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 3 shared positions
$COP$PSX$CCJ
$763M
51 positions
#25Tribune Investment Group LPActive
Some overlap · 3 shared positions
$STX$PH$CCJ
$247M
34 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.