13F Pro

Hedge Funds Similar to Sterling

13F Portfolio OverlapQ1 2026Sterling portfolio →
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Most similar hedge funds by 13F overlap

Sterling Capital Management LLC is an institutional investor managing $5.3B across 3,215 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 are Nicholson Wealth Group,, DLK Investment ,, Hemenway, with shared positions in $LIN, $ADI, $SO, $MSI, $WM, $AFL. The full ranking of 25 similar funds is below.

#1Nicholson Wealth Management Group, LLCPassive
Some overlap · 6 shared positions
$LIN$ADI$SO$MSI$WM$AFL
$172M
114 positions
#2DLK Investment Management, LLCPassive
Some overlap · 6 shared positions
$SCHW$WM$LIN$DE$HON$ABT
$253M
92 positions
#3Hemenway Trust Co LLCActive
Some overlap · 7 shared positions
$SCHW$ADI$WM$ADP$AXP$ROK
$1.2B
135 positions
#4Delaney Dennis RPassive
Some overlap · 7 shared positions
$SCHW$ADI$ADP$AXP$ROK$HON
$282M
60 positions
#5Elefante Mark BPassive
Some overlap · 7 shared positions
$SCHW$ADI$ADP$AXP$ROK$HON
$182M
58 positions
#6Kidder Stephen WPassive
Some overlap · 7 shared positions
$ADI$SCHW$DE$ADP$AXP$ROK
$340M
76 positions
#7Dempze Nancy EPassive
Some overlap · 7 shared positions
$SCHW$ADI$ADP$AXP$ROK$WM
$182M
92 positions
#8TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 6 shared positions
$SCHW$MSI$WM$ETN$MRVL$ABT
$200M
110 positions
#9US Asset Management LLCPassive
Some overlap · 7 shared positions
$ADI$LIN$ADP$AXP$AMP$MRSH
$115M
117 positions
#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LIN$ADI$DE$ETN$WM$ABT
$7.8B
1,278 positions
#11MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 6 shared positions
$WM$LIN$ETN$SO$FERG$ABT
$1.8B
250 positions
#12MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$LIN$MSI$WM$AFL$ADP$ABT
$835M
170 positions
#13SOMERVILLE KURT FPassive
Some overlap · 7 shared positions
$SCHW$ADI$ADP$AXP$ROK$ABT
$379M
91 positions
#14MARKEL GROUP INC.Active
Some overlap · 6 shared positions
$ADI$SCHW$DE$LIN$AXP$MRSH
$11.9B
129 positions
#15BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$SCHW$MSI$DE$ETN$AXP
$4.1B
151 positions
#16Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$SCHW$WM$DE$ETN$DHI
$163M
52 positions
#17SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 6 shared positions
$LIN$ADI$AFL$ADP$AXP$ABT
$1.3B
158 positions
#18Wealth Intelligence, LLCActive
Some overlap · 6 shared positions
$SO$MSI$ETN$AFL$ADI$ABT
$208M
58 positions
#19Notis-McConarty EdwardActive
Some overlap · 6 shared positions
$SCHW$ADI$ADP$AXP$ROK$ABT
$219M
68 positions
#20PARNASSUS INVESTMENTS, LLCActive
Some overlap · 5 shared positions
$WM$LIN$FERG$DE$MRSH
$34.1B
135 positions
#21BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$SCHW$WM$DE$HON$ABT
$2.3B
264 positions
#22Ark Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$WM$LIN$SCHW$AFL$AXP
$101M
80 positions
#23PUZO MICHAEL JPassive
Some overlap · 6 shared positions
$SCHW$ADI$ADP$AXP$ROK$ABT
$343M
67 positions
#24Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$WM$SO$DE$ETN$ADP
$215M
125 positions
#25Michael Brady & Co., LLCActive
Some overlap · 6 shared positions
$WM$ETN$HON$AXP$ADP$ABT
$100M
54 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.