Hedge Funds Similar to Steele

13F Portfolio OverlapQ2 2026Steele portfolio →

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Most similar hedge funds by 13F overlap

Steele Capital Management, Inc. is an institutional investor managing $2.7B across 85 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 Steele are Diversified Portfolios, Providence Financial Advisors, Firestone, with shared positions in $MDY, $DE, $UMBF, $EPD, $T, $PLTR. The full ranking of 25 similar funds is below.

#1Diversified Portfolios, Inc.Active

Some overlap · 3 shared positions

$1.4B

201 positions

#2Providence Financial Advisors, LLCActive

Some overlap · 4 shared positions

$MDY $DE $EPD $T

$176M

60 positions

#3Firestone Capital ManagementActive

Some overlap · 3 shared positions

$537M

168 positions

#4Single Point Partners, LLCSmart money

Some overlap · 3 shared positions

$568M

103 positions

#5Harbour Trust & Investment Management CoActive

Some overlap · 3 shared positions

$1.0B

160 positions

#6Friday FinancialActive

Some overlap · 4 shared positions

$DE $MDY $UMBF $PLTR

$373M

108 positions

#7Kaydan Wealth Management, Inc.Active

Some overlap · 4 shared positions

$328M

115 positions

#8Jacksonville Wealth Management, LLCActive

Slight overlap · 3 shared positions

$177M

76 positions

#9Triodos Investment Management BVActive

Slight overlap · 3 shared positions

$1.6B

50 positions

#10Sunbeam Capital Management, LLCActive

Slight overlap · 3 shared positions

$219M

124 positions

#11Cypress Point Wealth Management, LLCActive

Slight overlap · 3 shared positions

$492M

142 positions

#12Fogel Capital Management, Inc.Active

Slight overlap · 3 shared positions

$249M

57 positions

#13Finivi Inc.Passive

Slight overlap · 3 shared positions

$195M

111 positions

#14Embree Financial GroupPassive

Slight overlap · 3 shared positions

$999M

290 positions

#15Taylor Financial Group, Inc.Active

Slight overlap · 3 shared positions

$182M

103 positions

#16ORBA Wealth Advisors, L.L.C.Passive

Slight overlap · 3 shared positions

$117M

85 positions

#17Creekside PartnersPassive

Slight overlap · 3 shared positions

$276M

193 positions

#18Coquina Private Wealth LLCActive

Slight overlap · 3 shared positions

$PLTR $MDY $EPD

$147M

101 positions

#19NORTHLAND SECURITIES, INC.Active

Slight overlap · 3 shared positions

$172M

117 positions

#20Aster Capital Management (DIFC) LtdPassive

Slight overlap · 3 shared positions

$427M

936 positions

#21Keystone Financial GroupPassive

Slight overlap · 3 shared positions

$1.7B

567 positions

#22GenTrust, LLCActive

Slight overlap · 3 shared positions

$PLTR $MDY $EPD

$2.6B

201 positions

#23Kercheville Advisors, LLCPassive

Slight overlap · 3 shared positions

$328M

108 positions

#24WealthCare Asset Management, LLCActive

Slight overlap · 3 shared positions

$241M

78 positions

#25Objectivity Squared, LLCActive

Slight overlap · 3 shared positions

$178M

56 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.