13F Pro

Hedge Funds Similar to Steele ,

13F Portfolio OverlapQ1 2026Steele , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Steele Capital Management, Inc. is an institutional investor managing $2.4B across 86 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 Steele , are Quaker Wealth ,, White Lighthouse Investment, Stonebridge Advisors, with shared positions in $COP, $USB, $KKR, $RELX, $UNIT, $UPST. The full ranking of 25 similar funds is below.

#1Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$COP$USB$KKR$RELX
$320M
972 positions
#2White Lighthouse Investment Management Inc.Active
Notable overlap · 7 shared positions
$COP$USB$KKR$UNIT$UPST$BRZE
$721M
145 positions
#3Stonebridge Capital Advisors LLCPassive
Notable overlap · 4 shared positions
$COP$USB$KKR$TMO
$1.4B
211 positions
#4WESCAP Management Group, Inc.Active
Notable overlap · 5 shared positions
$COP$USB$SLV$UNIT$RELX
$508M
107 positions
#5BlueSky Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$COP$USB$UNIT$MDY
$777M
115 positions
#6JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$COP$USB$UNIT
$102M
27 positions
#7Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$COP$USB$UPST$BRZE$DDOG
$2.1B
152 positions
#8Coyle Financial Counsel LLCActive
Notable overlap · 4 shared positions
$COP$USB$MDY$BRZE
$473M
113 positions
#9Hassell Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$COP$USB$UPST$DDOG
$298M
28 positions
#10DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$COP$USB$BRZE$UPST
$464M
679 positions
#11SpringVest Wealth Management LLCActive
Notable overlap · 4 shared positions
$COP$USB$SLV$DDOG
$146M
67 positions
#12Tide Cove Capital Partners LLCSmart money
Notable overlap · 3 shared positions
$COP$USB$KKR
$147M
13 positions
#13Integrity Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$COP$USB$PLTR$DDOG
$184M
74 positions
#14NEPC LLCSmart money
Notable overlap · 5 shared positions
$COP$USB$UPST$BRZE$DDOG
$5.0B
51 positions
#15Cordant, Inc.Active
Notable overlap · 3 shared positions
$COP$USB$UPST
$246M
75 positions
#16Gladwyn Financial Advisors, Inc.Active
Notable overlap · 4 shared positions
$COP$USB$UNIT$MDY
$160M
82 positions
#17Longview Financial Advisors LLCActive
Notable overlap · 4 shared positions
$COP$USB$MDY$PLTR
$184M
157 positions
#18CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$COP$USB$DDOG
$363M
102 positions
#19Foundation Wealth Management, LLC\PAActive
Notable overlap · 3 shared positions
$COP$USB$UNIT
$284M
91 positions
#20SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Notable overlap · 4 shared positions
$COP$USB$SLV$KKR
$154M
39 positions
#21Hilton Capital Management, LLCActive
Notable overlap · 3 shared positions
$COP$USB$BAC
$1.3B
129 positions
#22TAGStone Capital, Inc.Passive
Notable overlap · 5 shared positions
$COP$USB$RELX$DDOG$BAC
$283M
137 positions
#23AA Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$COP$USB$KKR
$710M
221 positions
#24PRUDENTIAL PLCActive
Notable overlap · 3 shared positions
$COP$USB$PLTR
$17.1B
680 positions
#25Employees' Retirement Fund of the City of Fort WorthActive
Notable overlap · 4 shared positions
$COP$KKR$SLV$UNIT
$230M
21 positions

Compare Steele ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Steele ,’s holdings

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.