How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Steward Partners Investment Advisory,

13F Portfolio OverlapQ1 2026Steward Partners Investment Advisory, portfolio →

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Most similar hedge funds by 13F overlap

Steward Partners Investment Advisory, LLC is an institutional investor managing $19.6B across 4,416 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 Steward Partners Investment Advisory, are Pinnacle Financial Group, / IL, Ballast Rock Private Wealth, ARBOR WEALTH ADVISORS,, with shared positions in $WT, $HUM, $MCD, $KKR, $SCHW, $SYK. The full ranking of 25 similar funds is below.

#1Pinnacle Financial Group, LLC / ILActive

Some overlap · 5 shared positions

$WT $HUM $MCD $KKR $SCHW

$365M

111 positions

#2Ballast Rock Private Wealth LLCPassive

Some overlap · 5 shared positions

$WT $HUM $MCD $KKR $SCHW

$181M

177 positions

#3ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$WT $SYK $MCD $SCHW $PANW

$228M

90 positions

#4Axis Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $HUM $KKR $VZ $MCD

$188M

174 positions

#5Midway Capital Research & ManagementPassive

Some overlap · 4 shared positions

$WT $HUM $SYK $MCD

$106M

117 positions

#6CRUX WEALTH ADVISORSPassive

Some overlap · 4 shared positions

$WT $HUM $SYK $SCHW

$261M

181 positions

#7Beacon Financial Advisory LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MCD $KKR

$443M

402 positions

#8Collaborative Wealth Managment Inc.Passive

Some overlap · 4 shared positions

$WT $HUM $MCD $KKR

$218M

162 positions

#9Reality Financial Planning Services, LLCSmart money

Some overlap · 4 shared positions

$WT $HUM $KKR $SCHW

$104M

20 positions

#10Ameritas Advisory Services, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $KKR $SCHW

$2.6B

1,075 positions

#11Leo Wealth, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $MCD $VZ

$1.4B

452 positions

#12Meridian Financial Advisors, LLCActive

Some overlap · 5 shared positions

$WT $HUM $KKR $MCD $SYK

$183M

141 positions

#13GreatBanc Trust COActive

Some overlap · 5 shared positions

$WT $HUM $KKR $MCD $PANW

$143M

67 positions

#14Catalyst Investment Management LLCActive

Some overlap · 4 shared positions

$WT $HUM $KKR $SCHW

$90M

65 positions

#15Nikulski Financial, Inc.Passive

Some overlap · 4 shared positions

$WT $HUM $MCD $PANW

$405M

175 positions

#16Oxler Private Wealth LLCActive

Some overlap · 6 shared positions

$HUM $MCD $SYK $KKR $WT $PANW

$319M

92 positions

#17HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $KKR $SCHW

$238M

142 positions

#18Talisman Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$WT $HUM $KKR $MCD

$124M

101 positions

#19IFP Advisors, IncPassive

Some overlap · 4 shared positions

$WT $HUM $KKR $PANW

$4.8B

5,032 positions

#20HENGEHOLD CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$WT $HUM $MCD $VZ

$1.1B

213 positions

#21FINANCIAL ADVISORY PARTNERS, LLCActive

Slight overlap · 4 shared positions

$WT $HUM $SYK $SCHW

$354M

66 positions

#22Etesian Wealth Advisors, Inc.Active

Slight overlap · 4 shared positions

$WT $MCD $KKR $SCHW

$313M

138 positions

#23Cascade Financial Partners, LLCActive

Slight overlap · 4 shared positions

$WT $HUM $KKR $SCHW

$970M

263 positions

#24Lansing Street AdvisorsActive

Slight overlap · 4 shared positions

$WT $MCD $KKR $HUM

$397M

151 positions

#25PRECEDENT WEALTH PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$WT $MCD $KKR $VZ

$500M

166 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.