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Hedge Funds Similar to Helen Stephens Group

13F Portfolio OverlapQ2 2026Helen Stephens Group portfolio →
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Most similar hedge funds by 13F overlap

Helen Stephens Group, LLC is an institutional investor managing $589M across 132 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 Helen Stephens Group are Greenfield Seitz, Abbot Financial, Aristotle, with shared positions in $CFR, $NVS, $KMI, $PH, $LMT, $LOW. The full ranking of 25 similar funds is below.

#1Greenfield Seitz Capital Management, LLCPassive
Some overlap · 3 shared positions
$CFR$NVS$KMI
$336M
107 positions
#2Abbot Financial Management, Inc.Passive
Some overlap · 4 shared positions
$NVS$PH$LMT$KMI
$293M
141 positions
#3Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$CFR$PH$LOW$MLM
$47.7B
212 positions
#4Smart Money Group LLCSmart money
Some overlap · 4 shared positions
$NVS$LMT$FFIN$LOW
$390M
86 positions
#5TCTC Holdings, LLCActive
Some overlap · 4 shared positions
$NVS$CFR$LOW$WMB
$3.8B
240 positions
#6ALBERT D MASON INCPassive
Some overlap · 3 shared positions
$NVS$PH$KMI
$176M
139 positions
#7FCA CORP /TXPassive
Some overlap · 4 shared positions
$NVS$LMT$LOW$WMB
$406M
203 positions
#8RD Lewis Holdings, Inc.Passive
Some overlap · 3 shared positions
$CMC$NVS$MLM
$135M
88 positions
#9Nalls Sherbakoff Group, LLC
Some overlap · 4 shared positions
$RF$SLV$KMI$LMT
$141M
378 positions
#10Glass Wealth Management Co LLCPassive
Some overlap · 3 shared positions
$CFR$LMT$NVS
$299M
69 positions
#11Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$PH$LMT$KMI$WMB
$1.0B
207 positions
#12Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$PH$LMT$SLV$MLM
$149M
98 positions
#13FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$RF$NVS$LMT$WMB
$5.3B
210 positions
#14EagleClaw Capital Managment, LLCPassive
Some overlap · 4 shared positions
$PH$LMT$LOW$WMB
$745M
145 positions
#15First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$NVS$LMT$LOW
$529M
75 positions
#16Boit C F DavidPassive
Slight overlap · 3 shared positions
$PH$NVS$LMT
$238M
85 positions
#17Jackson Wealth Management, LLC
Slight overlap · 4 shared positions
$LMT$PH$KMI$WMB
$170M
86 positions
#18MASTER'S WEALTH MANAGEMENT INC.Smart money
Slight overlap · 3 shared positions
$PH$RF$KMI
$332M
91 positions
#19OAK ASSOCIATES LTD /OH/Active
Slight overlap · 3 shared positions
$NVS$LMT$LOW
$1.8B
139 positions
#20United Asset Strategies, Inc.Passive
Slight overlap · 3 shared positions
$PH$LMT$KMI
$1.4B
259 positions
#21FINANCIAL ADVISORY PARTNERS, LLCActive
Slight overlap · 3 shared positions
$PH$LMT$LOW
$383M
74 positions
#22PHYSICIANS FINANCIAL SERVICES, INC.Active
Slight overlap · 3 shared positions
$PH$LMT$LOW
$401M
106 positions
#23Kesler, Norman & Wride, LLCPassive
Slight overlap · 3 shared positions
$PH$LMT$LOW
$631M
271 positions
#24Taylor Financial Group, Inc.Active
Slight overlap · 3 shared positions
$PH$LMT$LOW
$182M
103 positions
#25First Long Island Investors, LLCActive
Slight overlap · 3 shared positions
$PH$LMT$LOW
$1.4B
73 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.