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Hedge Funds Similar to STERLING INVESTMENT ADVISORS /ADV

13F Portfolio OverlapQ1 2026STERLING INVESTMENT ADVISORS /ADV portfolio →
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Most similar hedge funds by 13F overlap

STERLING INVESTMENT ADVISORS LLC /ADV is an institutional investor managing $223M across 38 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to STERLING INVESTMENT ADVISORS /ADV are Catalyst Investment, First Command Advisory Services,, Miracle Mile Advisors,, with shared positions in $RF, $API, $IAU, $DHR, $NOW, $WEC. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive
Notable overlap · 4 shared positions
$RF$API$IAU$DHR
$90M
65 positions
#2First Command Advisory Services, Inc.Smart money
Some overlap · 3 shared positions
$API$IAU$DHR
$14.8B
1,152 positions
#3Miracle Mile Advisors, LLCPassive
Slight overlap · 3 shared positions
$RF$DHR$NOW
$7.3B
891 positions
#4AMG National Trust BankActive
Slight overlap · 3 shared positions
$API$IAU$DHR
$4.6B
476 positions
#5LFA - Lugano Financial Advisors SAActive
Slight overlap · 3 shared positions
$RF$IAU$NOW
$197M
223 positions
#6IAG Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$API$WEC$ETHA
$896M
509 positions
#7PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$API$IAU$DHR
$1.4B
283 positions
#8Asempa Wealth AdvisorsPassive
Slight overlap · 3 shared positions
$API$IAU$DHR
$115M
115 positions
#9Bigelow Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$RF$IAU$DHR
$250M
153 positions
#10CLUNE & ASSOCIATES, LTD.Passive
Slight overlap · 3 shared positions
$API$IAU$DHR
$532M
162 positions
#11Crescent Grove Advisors, LLCPassive
Slight overlap · 3 shared positions
$API$IAU$DHR
$1.0B
302 positions
#12CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money
Slight overlap · 4 shared positions
$API$IAU$NOW$DHR
$6.3B
64 positions
#13QUEST INVESTMENT MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$IAU$ORLY$DHR$NOW
$857M
122 positions
#14Firestone Capital ManagementPassive
Slight overlap · 3 shared positions
$IAU$API$DHR
$480M
160 positions
#15TPG Advisors LLCPassive
Slight overlap · 3 shared positions
$IAU$STM$DHR
$160M
109 positions
#16Alliance Wealth Advisors, LLC /UTPassive
Slight overlap · 3 shared positions
$ETHA$WEC$DHR
$462M
228 positions
#17Helen Stephens Group, LLCActive
Slight overlap · 3 shared positions
$IAU$RF$DHR
$501M
124 positions
#18Ariston Services GroupActive
Slight overlap · 3 shared positions
$IAU$WEC$ORLY
$167M
71 positions
#19Aegis Wealth Management LLCPassive
Slight overlap · 3 shared positions
$IAU$WEC$DHR
$175M
118 positions
#20Storen Legacy Partners, LLCPassive
Slight overlap · 3 shared positions
$IAU$ORLY$DHR
$319M
102 positions
#21Williams Jones Wealth Management, LLC.Active
Slight overlap · 3 shared positions
$IAU$ORLY$DHR
$8.1B
514 positions
#22Knollwood Investment Advisory, LLCPassive
Slight overlap · 3 shared positions
$IAU$ORLY$NOW
$992M
303 positions
#23Arrowroot Family Office, LLCPassive
Slight overlap · 3 shared positions
$IAU$DHR$NOW
$275M
140 positions
#24Family Management CorpPassive
Slight overlap · 3 shared positions
$IAU$DHR$NOW
$834M
305 positions
#25White Lighthouse Investment Management Inc.Active
Slight overlap · 3 shared positions
$IAU$DHR$NOW
$721M
145 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.