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Hedge Funds Similar to STABLEFORD II

13F Portfolio OverlapQ1 2026STABLEFORD II portfolio →
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Most similar hedge funds by 13F overlap

STABLEFORD CAPITAL II LLC is an institutional investor managing $289M across 147 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 STABLEFORD II are Timber Creek, Blume ,, Regency \DE, with shared positions in $IAU, $SCHW, $MELI, $ASML, $LIN, $MU. The full ranking of 25 similar funds is below.

#1Timber Creek Capital Management LLCPassive
Some overlap · 6 shared positions
$IAU$SCHW$MELI$ASML$LIN$MU
$412M
78 positions
#2Blume Capital Management, Inc.Passive
Some overlap · 6 shared positions
$SCHW$ARCC$WFC$USB$C$MU
$588M
337 positions
#3Regency Capital Management Inc.\DEPassive
Some overlap · 6 shared positions
$IAU$LNG$SE$ASML$SHW$HUBB
$224M
60 positions
#4BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$IAU$LNG$ASML$MU$CRWD$GE
$437M
115 positions
#5SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$MELI$WFC$C$ASML$MU$TMUS
$229M
137 positions
#6Pictet North America Advisors SAActive
Some overlap · 5 shared positions
$IAU$MELI$ASML$MU$GE
$1.0B
154 positions
#7Ravenswood Partners LPPassive
Some overlap · 5 shared positions
$SCHW$MELI$SE$ASML$MU
$271M
35 positions
#8REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$IAU$USB$LNG$SHW$GE
$697M
218 positions
#9Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$IAU$SCHW$USB$SE
$279M
141 positions
#10WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$IAU$SCHW$USB$SE
$508M
107 positions
#11WESPAC Advisors SoCal, LLCPassive
Some overlap · 7 shared positions
$IAU$SHW$MU$C$GE$HUBB
$470M
119 positions
#12Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 4 shared positions
$IAU$SCHW$WFC$LIN
$315M
109 positions
#13Allen Investment Management, LLCActive
Some overlap · 6 shared positions
$SCHW$MELI$ASML$CRWD$ARCC$GBDC
$8.1B
221 positions
#14Twin Tree Management, LPPassive
Some overlap · 5 shared positions
$IAU$USB$ASML$MU$CRWD
$4.7B
1,240 positions
#15Checchi Capital Advisers, LLCActive
Some overlap · 5 shared positions
$IAU$USB$SCHW$SE$WFC
$2.0B
604 positions
#16VUB Generali dochodkova spravcovska spolocnost, a.s.Passive
Some overlap · 5 shared positions
$IAU$PLD$WFC$LIN$GE
$127M
91 positions
#17Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$IAU$SCHW$USB$GE$LIN
$420M
120 positions
#18SGL Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$SCHW$USB$MU
$266M
126 positions
#19FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 5 shared positions
$IAU$USB$ARCC$SE$SCHW
$653M
191 positions
#20Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 6 shared positions
$MELI$C$ASML$LIN$MU$GE
$585M
140 positions
#21Leibman Financial Services, Inc.Passive
Some overlap · 5 shared positions
$MELI$PLD$SE$TMUS$CRWD
$136M
49 positions
#22D1 Capital Partners L.P.Active
Some overlap · 4 shared positions
$SCHW$MELI$SHW$SE
$11.2B
44 positions
#235T Wealth, LLCPassive
Some overlap · 4 shared positions
$IAU$WFC$SHW$SE
$253M
129 positions
#24AMF Tjanstepension ABActive
Some overlap · 5 shared positions
$MELI$PLD$C$LIN$GE
$15.1B
117 positions
#25Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$SCHW$MELI$USB$SHW
$192M
70 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.