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Hedge Funds Similar to Stirlingshire Investments,

13F Portfolio OverlapQ1 2026Stirlingshire Investments, portfolio →
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Most similar hedge funds by 13F overlap

Stirlingshire Investments, Inc. is an institutional investor managing $114M across 196 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 Stirlingshire Investments, are Advisory Resource Group, Towneley , / DE, BARINGS, with shared positions in $JHG, $COP, $DHR, $DDOG, $UNIT, $LEN. The full ranking of 25 similar funds is below.

#1Advisory Resource GroupPassive
Notable overlap · 3 shared positions
$JHG$COP$DHR
$581M
172 positions
#2Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$JHG$COP$DDOG
$478M
42 positions
#3BARINGS LLCActive
Notable overlap · 3 shared positions
$JHG$COP$UNIT
$6.2B
179 positions
#4Firestone Capital ManagementPassive
Notable overlap · 4 shared positions
$COP$UNIT$DHR$DDOG
$480M
160 positions
#5Gladwyn Financial Advisors, Inc.Active
Notable overlap · 5 shared positions
$COP$UNIT$LEN$GE$VZ
$160M
82 positions
#6MATHER GROUP, LLC.Active
Notable overlap · 4 shared positions
$COP$UNIT$DDOG$VLTO
$10.0B
1,896 positions
#7Employees' Retirement Fund of the City of Fort WorthActive
Notable overlap · 3 shared positions
$COP$UNIT$VLTO
$230M
21 positions
#8Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$JHG$COP$DHR$VZ
$407M
601 positions
#9FIDUCIARY ADVISORS, INC.Active
Notable overlap · 3 shared positions
$COP$UNIT$DHR
$133M
121 positions
#10Dynamic Financial GroupActive
Notable overlap · 5 shared positions
$JHG$UNIT$MO$VZ$GE
$122M
69 positions
#11Cherry Tree Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$COP$UNIT$DDOG$DHR
$473M
582 positions
#12IVC Wealth Advisors LLCPassive
Notable overlap · 4 shared positions
$JHG$UNIT$PFH$COP
$230M
173 positions
#13White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$COP$UNIT$DHR$DDOG
$721M
145 positions
#14Mustard Seed Financial, LLCPassive
Notable overlap · 3 shared positions
$COP$UNIT$DDOG
$167M
92 positions
#15Asset Management Group, Inc.Passive
Notable overlap · 4 shared positions
$UNIT$COP$DDOG$AGQ
$619M
138 positions
#16Clearview Wealth Management LLCActive
Notable overlap · 3 shared positions
$JHG$COP$DDOG
$141M
60 positions
#17Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$UNIT$COP$DHR
$98M
68 positions
#18Grey Fox Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$COP$UNIT$DDOG
$518M
140 positions
#19Rockbridge Investment Management, LCCSmart money
Notable overlap · 6 shared positions
$COP$UNIT$DDOG$GE$VLTO$VZ
$1.1B
137 positions
#2049 WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$JHG$COP$VZ
$1.3B
203 positions
#21Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$COP$DHR$DDOG
$578M
118 positions
#22Glass Jacobson Investment Advisors llcPassive
Some overlap · 4 shared positions
$UNIT$COP$DHR$DDOG
$290M
607 positions
#23Balance Wealth, LLCPassive
Some overlap · 4 shared positions
$UNIT$COP$JHG$DDOG
$322M
149 positions
#24Rialto Wealth Management, LLCPassive
Some overlap · 4 shared positions
$COP$UNIT$DDOG$VLTO
$445M
1,730 positions
#25GRAND WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$COP$DDOG$UNIT
$212M
87 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.