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Hedge Funds Similar to STEPHENS GROUP ASSET ,

13F Portfolio OverlapQ1 2026STEPHENS GROUP ASSET , portfolio →
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Most similar hedge funds by 13F overlap

STEPHENS GROUP ASSET MANAGEMENT, LLC is an institutional investor managing $1.8B across 26 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 STEPHENS GROUP ASSET , are Efficient Advisors,, Discipline Wealth Solutions,, Silver Coast Investments, with shared positions in $UNIT, $SNOW, $COP, $USB, $CTVA, $OKTA. The full ranking of 25 similar funds is below.

#1Efficient Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$COP
$1.4B
58 positions
#2Discipline Wealth Solutions, LLCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$COP
$950M
192 positions
#3Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$USB
$313M
119 positions
#4Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$COP$USB
$171M
106 positions
#5Retirement Investment Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$UNIT$SNOW$CTVA$COP
$1.2B
67 positions
#6Grey Fox Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$UNIT$SNOW$CTVA$COP
$518M
140 positions
#7Clear Retirement Advice LLCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$COP
$127M
54 positions
#8Shakespeare Wealth Management, LLCActive
Notable overlap · 3 shared positions
$UNIT$CTVA$SNOW
$422M
98 positions
#9BHK Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$CTVA$COP
$299M
79 positions
#10Valpey Financial Services, LLCPassive
Notable overlap · 3 shared positions
$SNOW$UNIT$USB
$154M
75 positions
#11LWM ADVISORS INCSmart money
Notable overlap · 3 shared positions
$SNOW$CTVA$UNIT
$115M
31 positions
#12WALLER FINANCIAL PLANNING GROUP, INCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$OKTA
$453M
74 positions
#13Asset Management Group, Inc.Passive
Notable overlap · 4 shared positions
$UNIT$SNOW$CTVA$COP
$619M
138 positions
#14Powell Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$CTVA$COP
$290M
174 positions
#15Rodgers & Associates, LTDActive
Notable overlap · 4 shared positions
$UNIT$SNOW$CTVA$COP
$982M
101 positions
#16Veery Capital, LLCActive
Notable overlap · 3 shared positions
$UNIT$SNOW$CTVA
$326M
96 positions
#17RF&L WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$UNIT$CTVA$SNOW
$134M
52 positions
#18JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$UNIT$COP$USB
$102M
27 positions
#19Hegarty Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$COP$USB
$127M
57 positions
#20Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$UNIT$COP$USB
$160M
82 positions
#21Hillcrest Wealth Advisors - NY, LLCActive
Notable overlap · 3 shared positions
$SNOW$CTVA$USB
$247M
51 positions
#22Forbes Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$UNIT$OKTA$COP
$173M
38 positions
#23Zhang Financial LLCActive
Notable overlap · 4 shared positions
$SNOW$UNIT$CTVA$COP
$2.9B
367 positions
#24MATHER GROUP, LLC.Active
Notable overlap · 4 shared positions
$SNOW$UNIT$COP$USB
$10.0B
1,896 positions
#25rebel Financial LLCPassive
Notable overlap · 3 shared positions
$SNOW$UNIT$USB
$231M
65 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.