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Hedge Funds Similar to Sterneck ,

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

Sterneck Capital Management, LLC is an institutional investor managing $223M across 116 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 Sterneck , are Great Point Wealth Advisors,, Uptown Financial Advisors, BlueStem Wealth Partners,, with shared positions in $AMN, $JHG, $GMM, $WFC, $TMO, $PFE. The full ranking of 25 similar funds is below.

#1Great Point Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$JHG$GMM
$542M
62 positions
#2Uptown Financial Advisors LLCActive
Notable overlap · 3 shared positions
$GMM$JHG$WFC
$126M
76 positions
#3BlueStem Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$GMM$AMN$TMO$WFC
$900M
124 positions
#4Luken Investment Analytics, LLCPassive
Notable overlap · 3 shared positions
$GMM$PFE$HCA
$261M
160 positions
#5Financial Strategies Group, Inc.Active
Notable overlap · 3 shared positions
$GMM$HCA$VZ
$598M
101 positions
#6ORBA Wealth Advisors, L.L.C.Passive
Notable overlap · 4 shared positions
$AMN$GMM$DIS$PFE
$84M
65 positions
#7Three Cord True Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$AMN$JHG$GMM
$180M
39 positions
#8Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$AMN$JHG$PLTR
$145M
98 positions
#9Cobblestone Asset Management LLCPassive
Some overlap · 3 shared positions
$GMM$PLTR$IBM
$222M
73 positions
#10Global Strategic Investment Solutions, LLCActive
Some overlap · 3 shared positions
$GMM$AMN$TMO
$1.0B
145 positions
#11Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$AMN$IBM$PFE$VZ
$168M
121 positions
#12VOISARD ASSET MANAGEMENT GROUP, INC.Active
Some overlap · 3 shared positions
$AMN$JHG$TMO
$469M
104 positions
#13Wilkerson Advisory Group LLCPassive
Some overlap · 3 shared positions
$AMN$JHG$BPRE
$291M
617 positions
#14Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$AMN$GMM$PLTR
$525M
138 positions
#15JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$GMM$DIS$AMN
$205M
139 positions
#16WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$AMN$JHG$IBM$PLTR
$470M
119 positions
#17N.E.W. Advisory Services LLCActive
Some overlap · 5 shared positions
$AMN$GMM$IBM$PLTR$WFC
$1.3B
914 positions
#18Heritage Family Offices, LLPPassive
Some overlap · 3 shared positions
$GMM$WMB$WFC
$225M
196 positions
#19Bridgewealth Advisory Group, LLCActive
Some overlap · 3 shared positions
$AMN$JHG$WFC
$482M
135 positions
#20Freestate Advisors LLCActive
Some overlap · 4 shared positions
$AMN$JHG$IBM$VZ
$125M
42 positions
#21Del-Sette Capital Management, LLCActive
Some overlap · 3 shared positions
$AMN$IBM$WMB
$167M
44 positions
#22Integrity Wealth Solutions LLCPassive
Some overlap · 3 shared positions
$AMN$GMM$PLTR
$255M
130 positions
#23Bauman Advisory Group, LLCActive
Some overlap · 3 shared positions
$AMN$JHG$TMO
$143M
63 positions
#24VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 5 shared positions
$JHG$GMM$TMO$DIS$WFC
$301M
176 positions
#25My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$GMM$PFE$PLTR
$181M
166 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.