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Hedge Funds Similar to Sterneck

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

Sterneck Capital Management, LLC is an institutional investor managing $233M across 103 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 Sterneck are SOUND SHORE, United Super Pty Ltd in its capacity as Trustee for the Cons, FinArc Investments, with shared positions in $TMO, $QCOM, $DIS, $QXO, $PFE, $GM. The full ranking of 25 similar funds is below.

#1SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 8 shared positions
$TMO$QCOM$DIS$QXO$PFE$GM
$3.2B
40 positions
#2United Super Pty Ltd in its capacity as Trustee for the ConsActive
Some overlap · 6 shared positions
$TMO$QCOM$AZO$TRV$WFC$VZ
$5.6B
184 positions
#3FinArc Investments, Inc.Active
Some overlap · 4 shared positions
$AZO$TMO$DIS$TRV
$110M
43 positions
#4EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 5 shared positions
$AZO$TMO$DIS$TRV$VZ
$808M
156 positions
#5Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$QCOM$TMO$DIS$TRV$UPS
$1.6B
215 positions
#6William B. Walkup & Associates, Inc.Passive
Some overlap · 6 shared positions
$AZO$TRV$QCOM$FDX$WFC$VZ
$208M
258 positions
#7Galvin, Gaustad & Stein, LLCPassive
Some overlap · 6 shared positions
$AZO$QCOM$QXO$WFC$CG$HCA
$1.4B
262 positions
#8Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$QCOM$DIS$TMO$PFE$VZ
$4.3B
344 positions
#9VIKING GLOBAL INVESTORS LPActive
Some overlap · 5 shared positions
$TMO$DIS$QCOM$FDX$GM
$35.1B
90 positions
#10Osprey Private Wealth LLCPassive
Some overlap · 4 shared positions
$AZO$TMO$DIS$VZ
$387M
88 positions
#11GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 5 shared positions
$TMO$DIS$WMB$QXO$OTIS
$372M
82 positions
#12Cohen Investment Advisors LLCPassive
Some overlap · 6 shared positions
$TMO$DIS$PFE$WFC$UPS$VZ
$223M
81 positions
#13Alliance Private Wealth, LLCActive
Some overlap · 6 shared positions
$QCOM$DIS$FDX$PFE$UPS$VZ
$288M
82 positions
#14Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$TMO$QCOM$DIS$WFC
$660M
385 positions
#15Ally Financial Inc.Active
Some overlap · 6 shared positions
$TMO$DIS$PFE$WFC$UPS$VZ
$775M
131 positions
#16Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$QCOM$DIS$WMB$FDX$WFC
$330M
73 positions
#17Roberts Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$TMO$QCOM$DIS$VZ
$440M
111 positions
#18Lionshead Wealth Management, LLCPassive
Some overlap · 5 shared positions
$TMO$QCOM$DIS$PFE$PLTR
$154M
112 positions
#19Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$AZO$TMO$TRV
$3.0B
312 positions
#20MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$AZO$TMO$TRV
$290M
179 positions
#21LSV ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$QCOM$DIS$PFE$GM$WFC$VZ
$55.1B
889 positions
#22R.H. Dinel Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$TMO$QCOM$PFE$UPS$VZ
$130M
40 positions
#23STALEY CAPITAL ADVISERS INCActive
Some overlap · 5 shared positions
$QCOM$DIS$FDX$PFE$VZ
$2.6B
193 positions
#24VAN DEN BERG MANAGEMENT I, INCPassive
Some overlap · 3 shared positions
$TMO$QCOM$DIS
$473M
120 positions
#25SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$AZO$QCOM$DIS
$757M
193 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.