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 Sterling Manor Financial,

13F Portfolio OverlapQ1 2026Sterling Manor Financial, portfolio →

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Most similar hedge funds by 13F overlap

Sterling Manor Financial, LLC is an institutional investor managing $160M across 39 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 Sterling Manor Financial, are Powers Advisory Group,, Provident Wealth ,, Wright Wealth, with shared positions in $MS, $WT, $KO, $IBM, $AMD, $OKE. The full ranking of 25 similar funds is below.

#1Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MS $WT $KO

$284M

125 positions

#2Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MS $WT $KO

$331M

134 positions

#3Wright Wealth LLCActive

Notable overlap · 3 shared positions

$MS $WT $IBM

$149M

51 positions

#4Meridian Financial Partners LLCActive

Notable overlap · 4 shared positions

$MS $WT $AMD $KO

$263M

121 positions

#5Stonebridge Financial Group, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $OKE $KO

$1.2B

262 positions

#6IFS Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $WT $IBM

$194M

217 positions

#7Talisman Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$MS $WT $KO

$124M

101 positions

#8Capital Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $OKE $KO

$6.2B

693 positions

#9Coign Capital Advisors LLCActive

Notable overlap · 3 shared positions

$MS $AMD $C

$190M

80 positions

#10FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $IBM

$233M

350 positions

#11FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $AMD $KO

$313M

158 positions

#12Meridian Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$MS $WT $IBM

$183M

141 positions

#13Strategies Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $AMD $KO

$995M

193 positions

#14Horizon Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $OKE $IBM

$682M

137 positions

#15Live Oak Investment PartnersPassive

Notable overlap · 3 shared positions

$MS $OKE $KO

$169M

93 positions

#16Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $MS $KO

$90M

65 positions

#17Prism Advisors, Inc.Active

Notable overlap · 3 shared positions

$WT $MS $AMD

$375M

75 positions

#18Fermata Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $OKE

$444M

232 positions

#19Riverbend Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $C

$175M

152 positions

#20Goldenstone Wealth Management LLCActive

Notable overlap · 3 shared positions

$WT $MS $AMD

$137M

89 positions

#21Eagle Strategies LLCPassive

Notable overlap · 4 shared positions

$WT $MS $AMD $IBM

$837M

258 positions

#22Stratos Investment Management, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $C

$2.5B

371 positions

#23Boothe Investment Group, Inc.Active

Notable overlap · 4 shared positions

$WT $AMD $C $IBM

$311M

40 positions

#24M Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $OKE $AMD

$119M

55 positions

#25ACT Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $MS $KO

$235M

78 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.