What hedge funds are most similar to BARON SILVER STEVENS FINANCIAL ADVISORS, LLC?

The funds with the most similar 13F portfolios to BARON SILVER STEVENS FINANCIAL ADVISORS, LLC are Verity & Verity, Welch Group, Coston, McIsaac & Partners, based on overlapping conviction holdings in the latest SEC filings.

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 BARON SILVER STEVENS FINANCIAL ADVISORS

13F Portfolio OverlapQ2 2026BARON SILVER STEVENS FINANCIAL ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC is an institutional investor managing $791M across 140 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 BARON SILVER STEVENS FINANCIAL ADVISORS are Verity & Verity, Welch Group, Coston, McIsaac & Partners, with shared positions in $CINF, $NEE, $PEP, $GILD, $MO, $PFE. The full ranking of 25 similar funds is below.

#1Verity & Verity, LLCActive

Some overlap · 6 shared positions

$CINF $NEE $PEP $GILD $MO $PFE

$1.5B

138 positions

#2Welch Group, LLCPassive

Some overlap · 6 shared positions

$CINF $NEE $PEP $SO $MCD $PFE

$2.9B

326 positions

#3Coston, McIsaac & PartnersPassive

Some overlap · 6 shared positions

$NEE $PEP $SO $DOV $MO $MCD

$497M

948 positions

#4Mayflower Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$NEE $PEP $SO $DOV $MO $MCD

$1.2B

499 positions

#5Partnership Wealth Management, LLCActive

Some overlap · 6 shared positions

$PEP $TT $DIS $NEE $MCD $PFE

$148M

67 positions

#6Stokes Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$NEE $PEP $TT $GILD $MCD

$467M

118 positions

#7Nicholson Wealth Management Group, LLCPassive

Some overlap · 5 shared positions

$PEP $NEE $TT $SO $MCD

$170M

111 positions

#8FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 6 shared positions

$NEE $GILD $SO $MO $MCD $PFE

$1.7B

256 positions

#9OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 5 shared positions

$CINF $PEP $SO $MCD $PFE

$2.7B

54 positions

#10Kinloch Capital, LLCPassive

Some overlap · 4 shared positions

$CINF $NEE $PEP $MO

$274M

79 positions

#11EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$NEE $PEP $GILD $SO $PFE

$1.3B

58 positions

#12Andrews Advisory Associates, LLCActive

Some overlap · 5 shared positions

$NEE $PEP $DIS $DOV $MCD

$208M

86 positions

#13Baugh & Associates, LLCActive

Some overlap · 5 shared positions

$NEE $PEP $SO $MO $PFE

$226M

42 positions

#14Schrum Private Wealth Management LLCPassive

Some overlap · 6 shared positions

$PEP $NEE $DIS $DOV $MCD $PFE

$97M

109 positions

#15M3 Wealth Management, LLCActive

Some overlap · 4 shared positions

$NEE $PEP $DIS $SO

$154M

35 positions

#16Widmann Financial Services, Inc.Passive

Some overlap · 6 shared positions

$TT $PEP $SO $MO $MCD $PFE

$186M

123 positions

#17First Financial Bank - Trust DivisionActive

Some overlap · 4 shared positions

$CINF $PEP $GILD $DIS

$1.4B

208 positions

#18CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 5 shared positions

$NEE $PEP $DOV $MCD $PFE

$1.1B

157 positions

#19First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 5 shared positions

$NEE $DIS $SO $MCD $PFE

$529M

75 positions

#20iSAM Funds (UK) LtdPassive

Some overlap · 6 shared positions

$GILD $NEE $TT $DOV $SO $PFE

$142M

241 positions

#21PIONEER TRUST BANK N A/ORPassive

Some overlap · 4 shared positions

$NEE $PEP $DIS $MCD

$441M

87 positions

#22Minot DeBlois Advisors LLCPassive

Some overlap · 4 shared positions

$PEP $NEE $DIS $PFE

$116M

240 positions

#23Shelter Mutual Insurance CoActive

Some overlap · 4 shared positions

$NEE $PEP $GILD $PFE

$473M

58 positions

#24Shoker Investment Counsel, Inc.Active

Some overlap · 5 shared positions

$PEP $GILD $SO $MO $MCD

$398M

113 positions

#25BOSTON RESEARCH & MANAGEMENT INCPassive

Some overlap · 4 shared positions

$NEE $PEP $DIS $MCD

$453M

121 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.