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Hedge Funds Similar to Sterling Investment Advisors, Ltd.

13F Portfolio OverlapQ1 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 $552M across 212 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 Advisors, Ltd. are Blue Line , / IL, Disciplined Equity ,, Faithward Advisors,, with shared positions in $USB, $ALPS, $CRWD, $KMI, $VRT, $PLTR. The full ranking of 25 similar funds is below.

#1Blue Line Capital, LLC / ILPassive
Notable overlap · 7 shared positions
$USB$ALPS$CRWD$KMI$VRT$PLTR
$88M
65 positions
#2Disciplined Equity Management, Inc.Active
Notable overlap · 6 shared positions
$KMI$USB$CRWD$PLTR$TFC$PFE
$199M
44 positions
#3Faithward Advisors, LLCPassive
Notable overlap · 7 shared positions
$KMI$USB$VRT$CRWD$PLTR$AMGN
$701M
261 positions
#4BCWM, LLCPassive
Some overlap · 4 shared positions
$KMI$USB$LMT$PFE
$353M
57 positions
#5IronBridge Private Wealth, LLCActive
Some overlap · 5 shared positions
$USB$ALPS$PLTR$GSAT$HON
$310M
45 positions
#6SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$KMI$USB$AMGN$TFC$PFE
$728M
79 positions
#7IAM Advisory, LLCActive
Some overlap · 7 shared positions
$USB$LMT$AMGN$GSAT$HON$VRT
$446M
95 positions
#8IBEX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$KMI$VRT$PLTR$AMGN$TFC$PFE
$1.1B
203 positions
#9MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 4 shared positions
$USB$LMT$KKR$AMGN
$1.1B
105 positions
#10Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$USB$KKR$AMGN$TFC$CRWD
$638M
158 positions
#11Titan Investment Management LLCPassive
Some overlap · 4 shared positions
$USB$LMT$VRT$PLTR
$113M
37 positions
#12Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$USB$LMT$AMGN$HON$PFE
$218M
69 positions
#13KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 4 shared positions
$USB$ALPS$PLTR$KKR
$123M
99 positions
#14Wealth Management Associates, Inc.Passive
Some overlap · 6 shared positions
$KMI$KKR$PLTR$GSAT$CRWD$PFE
$290M
234 positions
#15Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$USB$LMT$AMGN$DE
$184M
32 positions
#16RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 4 shared positions
$USB$ALPS$PLTR$CRWD
$116M
116 positions
#17CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KMI$LMT$USB$HON
$6.4B
290 positions
#18Clay Northam Wealth Management, LLCPassive
Some overlap · 7 shared positions
$CRWD$ALPS$PLTR$SHOP$VRT$GSAT
$178M
101 positions
#19OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$KMI$LMT$PLTR$AMGN$TFC
$311M
318 positions
#20Genesis Financial Group, LLCPassive
Some overlap · 5 shared positions
$KMI$PLTR$ALPS$PFE$SHOP
$158M
103 positions
#21Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$USB$LMT$AMGN$ALPS$GSAT
$165M
86 positions
#22Minneapolis Portfolio Management Group, LLCActive
Some overlap · 5 shared positions
$USB$LMT$DE$PFE$HON
$942M
33 positions
#23EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$USB$LMT$AMGN$PFE
$1.4B
56 positions
#241834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$USB$TFC$KMI$LMT$PFE
$801M
206 positions
#25MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 6 shared positions
$LMT$PLTR$AMGN$KKR$HON$CRWD
$314M
163 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.