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Hedge Funds Similar to KEYVANTAGE WEALTH

13F Portfolio OverlapQ2 2026KEYVANTAGE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

KEYVANTAGE WEALTH, LLC is an institutional investor managing $264M across 96 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 KEYVANTAGE WEALTH are VALLEY NATIONAL ADVISERS, China Universal Asset , Ltd., CONNING, with shared positions in $KLAC, $GILD, $LMT, $AMGN, $BNY, $ADI. The full ranking of 25 similar funds is below.

#1VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 6 shared positions
$KLAC$GILD$LMT$AMGN$BNY$ADI
$900M
1,056 positions
#2China Universal Asset Management Co., Ltd.Passive
Some overlap · 6 shared positions
$GILD$KLAC$AMGN$SNDK$ADI$WDC
$1.7B
513 positions
#3CONNING INC.Passive
Some overlap · 6 shared positions
$GILD$BNY$LMT$AMGN$GLW$BLK
$3.3B
327 positions
#4UNITED BANKActive
Some overlap · 6 shared positions
$GILD$KLAC$LMT$AMGN$GLW$BLK
$853M
130 positions
#5Genus Capital Management Inc.Passive
Some overlap · 6 shared positions
$KLAC$BNY$AMGN$ADI$WDC$GLW
$1.0B
204 positions
#6OAK ASSOCIATES LTD /OH/Active
Some overlap · 6 shared positions
$KLAC$AMGN$LMT$SCHW$GILD$BNY
$1.8B
139 positions
#7Deseret Mutual Benefit AdministratorsPassive
Some overlap · 5 shared positions
$GILD$KLAC$LMT$AMGN$GLW
$306M
518 positions
#8Dynamic Wealth Strategies, LLCActive
Some overlap · 5 shared positions
$GILD$KLAC$LMT$SCHW$ADI
$188M
291 positions
#9Western Financial Corp/CAActive
Some overlap · 5 shared positions
$KLAC$BNY$LMT$ADI$WDC
$341M
132 positions
#10CGN Advisors LLCPassive
Some overlap · 5 shared positions
$GILD$KLAC$BNY$GLW$BLK
$1.4B
322 positions
#11Ironwood Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$KLAC$LMT$AMGN$SCHW$GLW
$762M
267 positions
#12STANCE CAPITAL LLCPassive
Some overlap · 5 shared positions
$GILD$AMGN$SNDK$WDC$GLW
$328M
340 positions
#13EPG Wealth Management LLCPassive
Some overlap · 5 shared positions
$KLAC$LMT$AMGN$ADI$BLK
$417M
318 positions
#14Great Diamond Partners, LLCPassive
Some overlap · 5 shared positions
$KLAC$BNY$AMGN$GLW$BLK
$582M
238 positions
#15PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 5 shared positions
$KLAC$AMGN$SCHW$ADI$GLW
$169.1B
324 positions
#16Providence First Trust CoPassive
Some overlap · 5 shared positions
$KLAC$BNY$SNDK$WDC$GLW
$358M
196 positions
#17REXFORD CAPITAL INCPassive
Some overlap · 5 shared positions
$KLAC$AMGN$BNY$WDC$GLW
$163M
301 positions
#18Alpha Family TrustPassive
Some overlap · 6 shared positions
$KLAC$SNDK$WDC$AMGN$ADI$GILD
$249M
200 positions
#19FCF Advisors LLCPassive
Some overlap · 4 shared positions
$GILD$KLAC$LMT$SNDK
$544M
58 positions
#20NEOS Investment Management LLCActive
Some overlap · 6 shared positions
$KLAC$SNDK$WDC$ADI$AMGN$GILD
$27.1B
578 positions
#21EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$GILD$LMT$AMGN$SCHW
$1.3B
58 positions
#22Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$GILD$LMT$AMGN$SCHW
$111M
62 positions
#23ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 5 shared positions
$KLAC$SCHW$ADI$BNY$BLK
$130M
106 positions
#24BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 4 shared positions
$KLAC$BNY$LMT$AMGN
$404M
99 positions
#25PROFUND ADVISORS LLCPassive
Some overlap · 6 shared positions
$KLAC$SNDK$ADI$AMGN$WDC$GILD
$3.6B
1,175 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.