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Hedge Funds Similar to Sterling Financial Planning

13F Portfolio OverlapQ2 2026Sterling Financial Planning portfolio →
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Most similar hedge funds by 13F overlap

Sterling Financial Planning, Inc. is an institutional investor managing $368M across 123 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 Sterling Financial Planning are Kure Advisory, Upper Left Wealth, Midwest Advisors, with shared positions in $IAU, $MMM, $STT, $DE, $PEP, $CARR. The full ranking of 25 similar funds is below.

#1Kure Advisory, LLCActive
Substantial overlap · 3 shared positions
$IAU$MMM$STT
$211M
62 positions
#2Upper Left Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$IAU$DE$STT
$180M
73 positions
#3Midwest Capital Advisors, LLCActive
Substantial overlap · 3 shared positions
$IAU$DE$STT
$246M
210 positions
#4CPA Asset Management LLCActive
Substantial overlap · 4 shared positions
$IAU$PEP$CARR$DE
$347M
97 positions
#5LIFELONG WEALTH ADVISORS, INC.Smart money
Substantial overlap · 3 shared positions
$IAU$MMM$ABT
$426M
99 positions
#6Private Harbour Investment Management & Counsel, LLCActive
Notable overlap · 3 shared positions
$IAU$PEP$ABT
$84M
36 positions
#7MBA Advisors LLCPassive
Notable overlap · 3 shared positions
$IAU$PEP$GD
$297M
166 positions
#8ROGCO, LPActive
Notable overlap · 3 shared positions
$IAU$PEP$GD
$327M
224 positions
#9VCI Wealth Management LLCPassive
Notable overlap · 3 shared positions
$IAU$MMM$ABT
$399M
99 positions
#10Biltmore Family Office, LLCActive
Notable overlap · 4 shared positions
$IAU$PEP$ABT$MMM
$761M
333 positions
#11Sage Investment Advisers LLCPassive
Notable overlap · 3 shared positions
$IAU$DE$CARR
$149M
98 positions
#12Cranbrook Wealth Management, LLCActive
Notable overlap · 4 shared positions
$IAU$DE$ABT$PEP
$534M
406 positions
#13CAPE ANN SAVINGS BANKActive
Notable overlap · 4 shared positions
$IAU$DE$PEP$GD
$212M
113 positions
#14Bigelow Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$DE$PEP$GD
$276M
157 positions
#15TENET WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$DE$PEP
$134M
101 positions
#16Skyline Advisors, Inc.Active
Some overlap · 4 shared positions
$IAU$SIGI$DE$PEP
$319M
123 positions
#17FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$PEP$ABT
$1.3B
159 positions
#18Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$GD$PEP
$399M
87 positions
#19Palisades Hudson Asset Management, L.P.Active
Some overlap · 3 shared positions
$IAU$DE$ABT
$286M
108 positions
#20Capital Asset Advisory Services LLCActive
Some overlap · 3 shared positions
$IAU$ABT$PEP
$2.8B
375 positions
#21MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$IAU$DE$MMM
$130M
80 positions
#22JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$PEP$GD
$593M
122 positions
#23Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$DE$O
$1.1B
197 positions
#24American Investment Services, Inc.Active
Some overlap · 3 shared positions
$IAU$PEP$O
$473M
133 positions
#25Storen Legacy Partners, LLCActive
Some overlap · 3 shared positions
$IAU$MMM$PEP
$367M
116 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.