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Hedge Funds Similar to Sterling Group Wealth ,

13F Portfolio OverlapQ1 2026Sterling Group Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Sterling Group Wealth Management, LLC is an institutional investor managing $211M across 58 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 Group Wealth , are FAMILY WEALTH PARTNERS,, MARKEL GROUP, Prana ,, with shared positions in $LPLA, $FSK, $MKL, $NEE, $ARCC, $LOW. The full ranking of 25 similar funds is below.

#1FAMILY WEALTH PARTNERS, LLCActive
Slight overlap · 5 shared positions
$LPLA$FSK$MKL$NEE$ARCC
$293M
105 positions
#2MARKEL GROUP INC.Active
Slight overlap · 5 shared positions
$LPLA$LOW$MRSH$DE$DIS
$11.9B
129 positions
#3Prana Capital Management, LPPassive
Slight overlap · 4 shared positions
$LPLA$LOW$WFC$BAC
$3.3B
131 positions
#4Ocean Park Asset Management, LLCActive
Slight overlap · 5 shared positions
$LPLA$MKL$NEE$FSK$ARCC
$2.0B
157 positions
#5WealthPoint Financial, LLCPassive
Slight overlap · 3 shared positions
$LPLA$WFC$BAC
$115M
117 positions
#6BARROW HANLEY MEWHINNEY & STRAUSS LLCActive
Slight overlap · 3 shared positions
$LPLA$WFC$BAC
$30.5B
377 positions
#7Boston PartnersPassive
Slight overlap · 3 shared positions
$LPLA$WFC$DIS
$95.5B
767 positions
#8KWB WealthActive
Slight overlap · 4 shared positions
$LPLA$EIX$BAC$WFC
$1.0B
166 positions
#9BEACON INVESTMENT ADVISORS LLCPassive
Slight overlap · 3 shared positions
$LPLA$DE$BAC
$265M
171 positions
#10FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active
Slight overlap · 5 shared positions
$LPLA$MKL$DE$BAC$DIS
$18.1B
418 positions
#11BTC Capital Management, Inc.Passive
Slight overlap · 4 shared positions
$UHS$WFC$NEE$DE
$1.5B
207 positions
#12APG Asset Management N.V.Active
Slight overlap · 3 shared positions
$LPLA$ROL$BAC
$31.6B
513 positions
#13New Covenant Trust Company, N.A.Active
Slight overlap · 6 shared positions
$AFRM$MKL$NEE$DE$BAC$DIS
$112M
96 positions
#14BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Slight overlap · 5 shared positions
$LOW$MKL$WFC$DE$BAC
$2.3B
264 positions
#15Legacy Capital Group California, Inc.Passive
Slight overlap · 4 shared positions
$FSK$BAC$GLW$DIS
$263M
277 positions
#16PZENA INVESTMENT MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$UHS$WFC$BAC
$30.8B
158 positions
#17Skyline Advisors, Inc.Passive
Slight overlap · 5 shared positions
$AFRM$MKL$NEE$DE$BAC
$287M
120 positions
#18DELTA ASSET MANAGEMENT LLC/TNActive
Slight overlap · 4 shared positions
$AVY$LOW$WFC$DIS
$1.1B
596 positions
#19NIXON PEABODY TRUST COActive
Slight overlap · 5 shared positions
$LOW$NEE$MRSH$DE$BAC
$1.3B
161 positions
#20Flagstone Financial ManagementSmart money
Slight overlap · 5 shared positions
$MKL$WFC$NEE$DE$BAC
$403M
71 positions
#21Arbejdsmarkedets TillaegspensionPassive
Slight overlap · 3 shared positions
$EIX$AVY$NEE
$4.0B
169 positions
#22Slagle Financial, LLCPassive
Slight overlap · 4 shared positions
$EIX$WFC$NEE$BAC
$303M
121 positions
#23Kondo Wealth Advisors, Inc.Active
Slight overlap · 5 shared positions
$LOW$WFC$MRSH$BAC$DIS
$266M
69 positions
#24HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Slight overlap · 5 shared positions
$MKL$WFC$NEE$BAC$GLW
$544M
97 positions
#25SAGE ADVISORS, LLC
Slight overlap · 3 shared positions
$FSK$NEE$ARCC
$151M
48 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.