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Hedge Funds Similar to Stewardship Advisors,

13F Portfolio OverlapQ1 2026Stewardship Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Stewardship Advisors, LLC is an institutional investor managing $435M across 168 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 Stewardship Advisors, are Bienville ,, AMERICAN FINANCIAL & TAX STRATEGIES, REGIMEN WEALTH,, with shared positions in $AFRM, $DDOG, $APP, $SE, $SNOW, $WT. The full ranking of 25 similar funds is below.

#1Bienville Capital Management, LLCPassive
Some overlap · 5 shared positions
$AFRM$DDOG$APP$SE$SNOW
$550M
74 positions
#2AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 6 shared positions
$WT$DDOG$SE$SNPS$REGN$UNIT
$206M
97 positions
#3REGIMEN WEALTH, LLCActive
Some overlap · 5 shared positions
$WT$DDOG$SNPS$REGN$AMN
$342M
70 positions
#4Joel Adams & Associates, Inc.Active
Some overlap · 4 shared positions
$AFRM$DDOG$SE$NU
$135M
64 positions
#5Envision Financial LLCActive
Some overlap · 4 shared positions
$WT$DDOG$BPRE$UNIT
$186M
46 positions
#6MB, LEVIS & ASSOCIATES, LLCPassive
Some overlap · 5 shared positions
$WT$DDOG$NSC$UNIT$PNC
$240M
234 positions
#7Sellwood Investment Partners LLCSmart money
Some overlap · 3 shared positions
$AFRM$DDOG$SNOW
$254M
59 positions
#8Farrell Financial LLCPassive
Some overlap · 3 shared positions
$AFRM$WT$DDOG
$167M
76 positions
#9Sanchez Levi GarrettActive
Some overlap · 3 shared positions
$AFRM$DDOG$AMN
$159M
74 positions
#10Kane Co Wealth Management, Inc.Active
Some overlap · 4 shared positions
$WT$DDOG$NSC$AMN
$119M
51 positions
#11DEEPWATER ASSET MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$DDOG$NU$APP$SNOW$SNPS
$158M
39 positions
#12rebel Financial LLCPassive
Some overlap · 6 shared positions
$WT$NU$SE$SNOW$UNIT$AMN
$231M
65 positions
#13GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$DDOG$NU$APP$SNOW
$209M
42 positions
#14Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$WT$DDOG$SNOW
$1.2B
262 positions
#15Elmwood Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$WT$DDOG$SE
$362M
178 positions
#16THEORY FINANCIAL LLCPassive
Some overlap · 4 shared positions
$WT$DDOG$SE$UNIT
$285M
94 positions
#17Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$WT$APP$SE
$477M
70 positions
#18Unison Advisors LLCActive
Some overlap · 4 shared positions
$WT$DDOG$REGN$AMN
$1.3B
175 positions
#19Eaton Financial Holdings Company, LLCPassive
Some overlap · 3 shared positions
$WT$DDOG$SNOW
$305M
125 positions
#20Napier Financial, LLCPassive
Some overlap · 3 shared positions
$WT$APP$NU
$436M
609 positions
#21Darrow Company, Inc.Active
Some overlap · 3 shared positions
$WT$APP$SNOW
$222M
56 positions
#22Spyglass Capital Management LLCActive
Some overlap · 3 shared positions
$AFRM$APP$SNOW
$1.3B
24 positions
#23Evanson Asset Management, LLCActive
Some overlap · 4 shared positions
$WT$DDOG$UNIT$AMN
$1.9B
321 positions
#24Kestra Investment Management, LLCActive
Some overlap · 5 shared positions
$WT$DDOG$SNOW$SNPS$AMN
$5.8B
439 positions
#25Axis Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$WT$APP$SNOW$UNIT
$188M
174 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.