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Hedge Funds Similar to Sterling Investment Advisors, Ltd.

13F Portfolio OverlapQ2 2026Sterling Investment Advisors, Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Sterling Investment Advisors, Ltd. is an institutional investor managing $599M across 225 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 Sterling Investment Advisors, Ltd. are Disciplined Equity, OLD POINT & FINANCIAL SERVICES N A, Trifecta Advisors, with shared positions in $CRWD, $KMI, $TFC, $PLTR, $PFE, $BX. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Smart money
Notable overlap · 5 shared positions
$CRWD$KMI$TFC$PLTR$PFE
$226M
45 positions
#2OLD POINT TRUST & FINANCIAL SERVICES N APassive
Notable overlap · 7 shared positions
$KMI$BX$LMT$AMGN$TFC$PLTR
$329M
323 positions
#3Trifecta Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$CRWD$VRT$PLTR$AMGN$LMT$BLK
$776M
493 positions
#4Blue Line Capital, LLC / ILPassive
Notable overlap · 6 shared positions
$CRWD$VRT$AMGN$KMI$PLTR$ETN
$120M
92 positions
#5Avalon Global Asset Management LLCActive
Notable overlap · 4 shared positions
$CRWD$VRT$PLTR$ETN
$917M
38 positions
#6ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$CRWD$VRT$PLTR$SHOP
$551M
40 positions
#7Columbus Macro, LLCPassive
Some overlap · 6 shared positions
$KMI$LMT$AMGN$CMI$CAH$OHI
$1.0B
207 positions
#8Juno Financial Group LLCActive
Some overlap · 5 shared positions
$CRWD$LMT$DE$CMI$ETN
$282M
73 positions
#9Valtrion Capital Management, LLCActive
Some overlap · 5 shared positions
$CRWD$BX$CMI$ITW$SHOP
$134M
103 positions
#10BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CRWD$BX$AMGN$BLK
$247M
74 positions
#11Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$PLTR$CMI
$234M
81 positions
#12ELLERSON GROUP INC /ADVPassive
Some overlap · 5 shared positions
$KMI$BX$AMGN$PLTR$PFE
$169M
64 positions
#13Stelac Advisory Services LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$BLK$PLTR
$537M
168 positions
#14Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$CRWD$VRT$ETN
$115M
89 positions
#15Palacios Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$CRWD$AMGN$PLTR$PFE
$169M
76 positions
#16Volterra Technologies LPPassive
Some overlap · 6 shared positions
$CRWD$KKR$KMI$TFC$PLTR$BLK
$694M
303 positions
#17Clay Northam Wealth Management, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$VRT$SHOP
$203M
109 positions
#18Cornerstone Capital, Inc.Active
Some overlap · 7 shared positions
$VRT$AMGN$KMI$ETN$SHOP$PFE
$1.1B
120 positions
#19PW Nova Financial Services LLCPassive
Some overlap · 6 shared positions
$CRWD$VRT$LMT$PLTR$AMGN$ETN
$466M
208 positions
#20Paradigm Capital Management, LLC/NVActive
Some overlap · 5 shared positions
$KMI$AMGN$TFC$PFE$ETN
$116M
65 positions
#21Processus Wealth & Capital Management, LLCActive
Some overlap · 3 shared positions
$CRWD$AMGN$PLTR
$169M
35 positions
#22Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$VRT$LMT$BX$PFE$CRWD
$262M
58 positions
#23Traynor Capital Management, Inc.Active
Some overlap · 5 shared positions
$CRWD$VRT$DE$LMT$CMI
$2.2B
369 positions
#24WD RUTHERFORD LLCPassive
Some overlap · 3 shared positions
$CRWD$VRT$CMI
$276M
75 positions
#25DB&C Advisors, LLCPassive
Some overlap · 7 shared positions
$VRT$PLTR$PFE$ETN$SHOP$AMGN
$92M
76 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.