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 Stewardship Advisors

13F Portfolio OverlapQ2 2026Stewardship Advisors portfolio →

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Most similar hedge funds by 13F overlap

Stewardship Advisors, LLC is an institutional investor managing $481M across 175 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 Stewardship Advisors are BSW Wealth Partners, Rossby Financial, LCC, Bare Financial Services, with shared positions in $NU, $SNPS, $KLAC, $ASML, $BPRE, $FULT. The full ranking of 25 similar funds is below.

#1BSW Wealth PartnersActive

Slight overlap · 4 shared positions

$NU $SNPS $KLAC $ASML

$899M

331 positions

#2Rossby Financial, LCCPassive

Slight overlap · 3 shared positions

$NU $BPRE $KLAC

$547M

2,144 positions

#3Bare Financial Services, IncActive

Slight overlap · 4 shared positions

$FULT $PPL $PNC $ASML

$436M

1,784 positions

#4NI ACQUISITIONS COMPANY, LLCActive

Slight overlap · 4 shared positions

$FULT $PPL $PNC $STX

$234M

112 positions

#5White Lighthouse Investment Management Inc.Active

Slight overlap · 3 shared positions

$NU $SNPS $ASML

$802M

151 positions

#6DEEPWATER ASSET MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$NU $SNPS $ASML

$220M

35 positions

#7C WorldWide Group Holding A/SActive

Slight overlap · 3 shared positions

$NU $SNPS $TMO

$4.1B

97 positions

#8Palisades Hudson Asset Management, L.P.Active

Slight overlap · 3 shared positions

$NU $KLAC $PNC

$286M

108 positions

#9FULTON BANK, N.A.Passive

Slight overlap · 3 shared positions

$FULT $KLAC $PNC

$3.3B

694 positions

#10Evolution Advisers, Inc.Active

Slight overlap · 3 shared positions

$NU $SNPS $TMO

$272M

943 positions

#11MLP3, LLC

Slight overlap · 4 shared positions

$NU $PPL $PNC $PEG

$91M

86 positions

#12Gordian Capital Singapore Pte LtdPassive

Slight overlap · 3 shared positions

$NU $SNPS $STX

$58M

126 positions

#13TPG Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$NU $KLAC $STX

$335M

81 positions

#14KICKSTAND VENTURES, LLC.Active

Slight overlap · 4 shared positions

$BPRE $SNPS $KLAC $STX

$550M

154 positions

#15Fairtree Asset Management (Pty) LtdPassive

Slight overlap · 3 shared positions

$NU $KLAC $TMO

$261M

96 positions

#16Legacy Advisors, LLCActive

Slight overlap · 3 shared positions

$FULT $PNC $ASML

$1.1B

337 positions

#17North Berkeley Wealth Management, LLCActive

Slight overlap · 3 shared positions

$NU $PNC $STX

$247M

77 positions

#18COATUE MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$NU $SNPS $ASML

$48.6B

66 positions

#19Kinetic Partners Management, LPSmart money

Slight overlap · 3 shared positions

$NU $KLAC $STX

$4.2B

47 positions

#20LONE PINE CAPITAL LLCActive

Slight overlap · 3 shared positions

$NU $ASML $STX

$16.4B

34 positions

#21WCM INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$NU $ASML $STX

$55.2B

266 positions

#22Arlington Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$NU $ASML $STX

$787M

107 positions

#2371 West Capital PartnersActive

Slight overlap · 3 shared positions

$NU $KLAC $ASML

$2.9B

382 positions

#24Brio Consultants, LLCActive

Slight overlap · 3 shared positions

$NU $ASML $KLAC

$853M

164 positions

#25Hughes Financial Services, LLCActive

Slight overlap · 3 shared positions

$FULT $PNC $TMO

$755M

1,839 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.