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 Helen Stephens Group,

13F Portfolio OverlapQ1 2026Helen Stephens Group, portfolio →

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Most similar hedge funds by 13F overlap

Helen Stephens Group, LLC is an institutional investor managing $501M across 124 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 Helen Stephens Group, are Bigelow Investment Advisors,, Intellus Advisors, Ariston Services Group, with shared positions in $IAU, $HUM, $OKTA, $DHR, $SNOW, $KKR. The full ranking of 25 similar funds is below.

#1Bigelow Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$IAU $HUM $OKTA $DHR $SNOW $KKR

$250M

153 positions

#2Intellus Advisors LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $SOLV $MS

$732M

125 positions

#3Ariston Services GroupActive

Notable overlap · 5 shared positions

$IAU $HUM $SNOW $PH $KKR

$167M

71 positions

#4Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$IAU $HUM $SOLV $DHR $MS $KKR

$98M

68 positions

#5CPA Asset Management LLCActive

Notable overlap · 6 shared positions

$IAU $HUM $DHR $ALPS $KKR $MS

$298M

99 positions

#6WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$IAU $HUM $SLV $KKR

$284M

123 positions

#7Wealth Care LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $KKR

$113M

67 positions

#8KITCHING PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $SLV

$109M

40 positions

#9Red Mountain Financial, LLCPassive

Notable overlap · 5 shared positions

$IAU $HUM $SLV $SNOW $LMT

$106M

79 positions

#10DAHRING {-} CUSMANO LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $SLV $KKR

$163M

58 positions

#11EHRLICH FINANCIAL GROUPPassive

Notable overlap · 7 shared positions

$HUM $IAU $SOLV $MS $SNOW $SLV

$174M

112 positions

#12Sage Investment Advisers LLCPassive

Notable overlap · 6 shared positions

$IAU $HUM $SNOW $PH $KKR $LMT

$135M

89 positions

#13Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$IAU $HUM $DHR $SNOW

$233M

676 positions

#14Cauble & Harre Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$IAU $HUM $MS $SNOW $NVS $KKR

$126M

74 positions

#15WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$IAU $OKTA $HUM $SLV

$508M

107 positions

#16Accretive Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$HUM $IAU $MS $KKR

$356M

180 positions

#17Meridian Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $HUM $MS

$756M

202 positions

#18Blossom Wealth ManagementPassive

Some overlap · 3 shared positions

$HUM $IAU $SNOW

$67M

74 positions

#19Note Advisors, LLCActive

Some overlap · 4 shared positions

$IAU $HUM $DHR $MS

$200M

85 positions

#20Catalyst Investment Management LLCPassive

Some overlap · 7 shared positions

$IAU $HUM $DHR $MS $KKR $LMT

$90M

65 positions

#21Madden Advisory Services, Inc.Passive

Some overlap · 5 shared positions

$IAU $HUM $SNOW $ALPS $SLV

$254M

108 positions

#22ACCREDITED INVESTOR SERVICES, LLCSmart money

Some overlap · 4 shared positions

$IAU $HUM $SLV $ALPS

$156M

77 positions

#23Forza Wealth Management, LLCPassive

Some overlap · 4 shared positions

$IAU $HUM $MS $KKR

$287M

188 positions

#24Global Wealth Management, LLCActive

Some overlap · 3 shared positions

$HUM $IAU $SLV

$183M

44 positions

#25Proficio Capital Partners LLCActive

Some overlap · 4 shared positions

$IAU $OKTA $SLV $ALPS

$1.9B

248 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.