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Hedge Funds Similar to Sterling Investment ,

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

Sterling Investment Management, Inc. is an institutional investor managing $167M across 65 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 , are TCI Fund Ltd, Cravens & Advisors,, Goodman Financial, with shared positions in $GE, $MCO, $CP, $FER, $VLTO, $BA. The full ranking of 25 similar funds is below.

#1TCI Fund Management LtdSmart money
Notable overlap · 4 shared positions
$GE$MCO$CP$FER
$45.2B
10 positions
#2Cravens & Co Advisors, LLCActive
Notable overlap · 3 shared positions
$VLTO$GE$BA
$154M
64 positions
#3Goodman Financial CorpPassive
Notable overlap · 4 shared positions
$VLTO$WM$UBER$PFE
$582M
77 positions
#4Windward Private Wealth Management Inc.Smart money
Notable overlap · 3 shared positions
$VLTO$SNOW$DHR
$289M
44 positions
#5Skye Global Management LPSmart money
Notable overlap · 7 shared positions
$GE$MCO$FER$DHR$CP$WM
$5.0B
47 positions
#6PRAGMA GESTAO DE PATRIMONIO LTDActive
Notable overlap · 3 shared positions
$GE$MCO$DHR
$189M
18 positions
#711 Capital Partners LPActive
Notable overlap · 3 shared positions
$GE$MCO$DHR
$348M
20 positions
#8Left Brain Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$ALPS$GE$WM$UBER
$255M
79 positions
#9YCG, LLCActive
Notable overlap · 3 shared positions
$MCO$CP$WM
$1.1B
42 positions
#10TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Notable overlap · 5 shared positions
$GE$BA$WM$UBER$DHR
$200M
110 positions
#11Unify Financial AdvisorsPassive
Notable overlap · 5 shared positions
$VLTO$UBER$SNOW$VZ$DHR
$96M
89 positions
#12Bristol Gate Capital Partners Inc.Active
Notable overlap · 3 shared positions
$GE$MCO$CP
$1.6B
31 positions
#13Defender Capital, LLC.Active
Notable overlap · 4 shared positions
$VLTO$DHR$PFE$MO
$282M
34 positions
#14Allen Investment Management, LLCActive
Notable overlap · 4 shared positions
$MCO$ALPS$BA$DHR
$8.1B
221 positions
#15MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 5 shared positions
$MCO$GE$DHR$SAP$VLTO
$1000M
35 positions
#16Dilation Capital Management LPActive
Notable overlap · 3 shared positions
$GE$CP$BA
$199M
20 positions
#17Forthright Family Wealth Advisory LLCActive
Some overlap · 3 shared positions
$VLTO$SNOW$MO
$149M
63 positions
#18Themes Management Co LLCPassive
Some overlap · 3 shared positions
$GE$CCJ$BA
$162M
151 positions
#19SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive
Some overlap · 6 shared positions
$MCO$CCJ$VLTO$WM$UBER$TFC
$2.7B
468 positions
#20Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 3 shared positions
$VLTO$VZ$BA
$204M
120 positions
#21Next Level Private LLCPassive
Some overlap · 4 shared positions
$GE$BA$PFE$MO
$443M
175 positions
#22HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$GE$ALPS$BA
$162M
59 positions
#23Milestones Administradora de Recursos Ltda.Active
Some overlap · 3 shared positions
$GE$MCO$DHR
$383M
17 positions
#24CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 4 shared positions
$CP$GE$MCO$UBER
$309M
91 positions
#25Westend Capital Management, LLCPassive
Some overlap · 4 shared positions
$GE$CCJ$BA$DHR
$333M
254 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.