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Hedge Funds Similar to STABLEFORD II

13F Portfolio OverlapQ3 2026STABLEFORD II portfolio →
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Most similar hedge funds by 13F overlap

STABLEFORD CAPITAL II LLC is an institutional investor managing $288M across 144 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to STABLEFORD II are JACOBSON & SCHMITT ADVISORS, Athena Wealth, Timber Creek, with shared positions in $SCHW, $MELI, $ASML, $PLD, $LIN, $ETN. The full ranking of 25 similar funds is below.

#1JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$SCHW$MELI$ASML$PLD$LIN$ETN
$612M
81 positions
#2Athena Wealth Management, LLCActive
Some overlap · 6 shared positions
$SCHW$ASML$PLD$C$MELI$PM
$139M
103 positions
#3Timber Creek Capital Management LLCPassive
Some overlap · 5 shared positions
$SCHW$IAU$ASML$MELI$LIN
$490M
80 positions
#4SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$IAU$WFC$C$ENB$WMB$PM
$298M
133 positions
#5FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 5 shared positions
$SCHW$ASML$PLD$MELI$LIN
$118M
56 positions
#6Keystone Financial ServicesActive
Some overlap · 5 shared positions
$SCHW$IAU$WFC$BNY$PM
$388M
131 positions
#7Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$SCHW$WFC$ARCC$C$TMUS
$678M
357 positions
#8Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 5 shared positions
$SCHW$IAU$WFC$LIN$ASML
$346M
112 positions
#9Stronghold Wealth Management L.L.C.Passive
Some overlap · 7 shared positions
$PLD$ASML$LIN$WFC$BNY$C
$72M
125 positions
#10Allen Investment Management, LLCActive
Some overlap · 6 shared positions
$SCHW$ASML$MELI$ARCC$SHOP$GBDC
$8.4B
227 positions
#11Intrinsic Value Partners, LLCActive
Some overlap · 6 shared positions
$SCHW$ASML$WFC$BNY$SHOP$C
$146M
73 positions
#12Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$SCHW$IAU$ASML$ETN
$2.8B
151 positions
#13Shepherd Street Advisors LLCPassive
Some overlap · 5 shared positions
$SCHW$WFC$PLD$LIN$ENB
$116M
85 positions
#14MFA Wealth ServicesPassive
Some overlap · 5 shared positions
$ASML$WFC$C$ETN$BNY
$169M
133 positions
#15AMF Tjanstepension ABActive
Some overlap · 5 shared positions
$MELI$PLD$C$ETN$LIN
$17.2B
119 positions
#16Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ASML$MELI$C$ETN$LIN
$115M
89 positions
#17SPINNAKER TRUSTActive
Some overlap · 4 shared positions
$ARCC$IAU$ASML$PLD
$2.1B
309 positions
#18SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MELI$ASML$WFC$C
$254M
141 positions
#19Foundations Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$C$WMB$PM
$9.7B
1,202 positions
#20Phraction Management LLCActive
Some overlap · 6 shared positions
$ASML$WFC$LIN$WMB$PM$ETN
$545M
67 positions
#21United Asset Strategies, Inc.Passive
Some overlap · 5 shared positions
$SCHW$ASML$ETN$C$PM
$1.4B
259 positions
#22Ravenswood Partners LPActive
Some overlap · 4 shared positions
$SCHW$MELI$ASML$SHOP
$313M
36 positions
#23FDx Advisors, Inc.Passive
Some overlap · 5 shared positions
$IAU$ASML$LIN$PM$TRP
$332M
179 positions
#24ProVise Management Group, LLCPassive
Some overlap · 5 shared positions
$SCHW$WFC$ENB$BNY$PM
$1.5B
282 positions
#25Tranquilli Financial Advisor LLCPassive
Some overlap · 5 shared positions
$SCHW$WFC$ENB$BNY$PM
$186M
135 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.