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Hedge Funds Similar to Stegner Investment Associates

13F Portfolio OverlapQ1 2026Stegner Investment Associates portfolio →
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Most similar hedge funds by 13F overlap

Stegner Investment Associates Inc. is an institutional investor managing $183M across 29 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 Stegner Investment Associates are Talisman Wealth Advisors, LifePlan Financial,, CM WEALTH ADVISORS, with shared positions in $CTVA, $MDLZ, $MCD, $KO. The full ranking of 25 similar funds is below.

#1Talisman Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$CTVA$MDLZ$MCD$KO
$124M
101 positions
#2LifePlan Financial, LLCPassive
Slight overlap · 3 shared positions
$CTVA$MDLZ$MCD
$135M
83 positions
#3CM WEALTH ADVISORS LLCActive
Slight overlap · 3 shared positions
$CTVA$MDLZ$MCD
$470M
146 positions
#4Directional Asset ManagementPassive
Slight overlap · 3 shared positions
$CTVA$MDLZ$KO
$109M
90 positions
#5ZWJ INVESTMENT COUNSEL INCPassive
Slight overlap · 3 shared positions
$CTVA$MDLZ$KO
$2.8B
241 positions
#6LUTS & GREENLEIGH GROUP, INCActive
Slight overlap · 3 shared positions
$CTVA$MDLZ$KO
$126M
89 positions
#7Oldfather Financial Services, LLC
Slight overlap · 3 shared positions
$CTVA$MCD$MDLZ
$336M
98 positions
#8OFS Enterprise LLCActive
Slight overlap · 3 shared positions
$CTVA$MCD$MDLZ
$340M
94 positions
#9InvesTrustPassive
Slight overlap · 3 shared positions
$CTVA$MCD$KO
$238M
91 positions
#10Widmann Financial Services, Inc.Passive
Slight overlap · 3 shared positions
$CTVA$MCD$KO
$168M
121 positions
#11CITY HOLDING COPassive
Slight overlap · 3 shared positions
$CTVA$MCD$KO
$800M
570 positions
#12Finley Financial, LLCActive
Slight overlap · 3 shared positions
$CTVA$MDLZ$MCD
$214M
107 positions
#13Affinity Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$MDLZ$MCD$CTVA
$713M
181 positions
#1444 WEALTH MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$MDLZ$MCD$KO
$286M
183 positions
#15W ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$MDLZ$MCD$KO
$195M
141 positions
#16RIA Advisory Group LLCPassive
Slight overlap · 3 shared positions
$MDLZ$MCD$KO
$421M
145 positions
#17Kennon-Green & Company, LLCActive
Slight overlap · 3 shared positions
$MDLZ$MCD$KO
$122M
39 positions
#18PFW Advisors LLCActive
Slight overlap · 3 shared positions
$MDLZ$MCD$KO
$318M
118 positions
#19Peoples Bank/KSPassive
Slight overlap · 3 shared positions
$MDLZ$MCD$KO
$99M
99 positions
#20WEST PACES ADVISORS INC.Active
Slight overlap · 3 shared positions
$MDLZ$MCD$KO
$516M
197 positions
#21CORDA Investment Management, LLC.Active
Slight overlap · 3 shared positions
$MDLZ$MCD$KO
$1.4B
80 positions
#22SCHULHOFF & CO INCPassive
Slight overlap · 3 shared positions
$MDLZ$MCD$KO
$243M
133 positions
#23RBO & CO LLCActive
Slight overlap · 3 shared positions
$MDLZ$MCD$KO
$620M
57 positions
#24BOYAR ASSET MANAGEMENT INC.Passive
Slight overlap · 3 shared positions
$MDLZ$MCD$KO
$176M
78 positions
#25WEIK CAPITAL MANAGEMENTActive
Slight overlap · 3 shared positions
$MDLZ$MCD$KO
$251M
90 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.