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Hedge Funds Similar to Stegent Equity Advisors,

13F Portfolio OverlapQ1 2026Stegent Equity Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Stegent Equity Advisors, Inc. is an institutional investor managing $117M across 101 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 Stegent Equity Advisors, are ONE PLUS ONE WEALTH ,, Towneley , / DE, Cauble & Harre Wealth ,, with shared positions in $SII, $REGN, $MO, $PWR, $COP, $GLTR. The full ranking of 25 similar funds is below.

#1ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$SII$REGN$MO$PWR
$237M
89 positions
#2Towneley Capital Management, Inc / DESmart money
Notable overlap · 4 shared positions
$COP$GLTR$AMN$IAU
$478M
42 positions
#3Cauble & Harre Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$AMN$REGN$IAU$NVS
$126M
74 positions
#4American Money Management, LLCActive
Notable overlap · 5 shared positions
$COP$TPL$NOC$MCD$INTU
$632M
168 positions
#5MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 4 shared positions
$COP$SII$PSX$MO
$115M
98 positions
#6Sylvest Advisors, LLCActive
Notable overlap · 4 shared positions
$AMN$REGN$HSY$MO
$188M
70 positions
#7CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$AMN$COP$IAU$LMT
$293M
1,255 positions
#8Wilkerson Advisory Group LLCPassive
Notable overlap · 3 shared positions
$AMN$FHI$REGN
$291M
617 positions
#9WJ Wealth Management, LLCActive
Notable overlap · 3 shared positions
$GLTR$QUBT$IAU
$214M
70 positions
#10Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$COP$IAU
$98M
68 positions
#11Unison Advisors LLCActive
Notable overlap · 4 shared positions
$AMN$COP$REGN$LEN
$1.3B
175 positions
#12Provident Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$REGN$MCD
$331M
134 positions
#13SPROTT INC.Active
Notable overlap · 4 shared positions
$SII$FHI$FNV$TPL
$3.4B
243 positions
#14HAMEL ASSOCIATES, INC.Passive
Notable overlap · 5 shared positions
$COP$MCD$HSY$NVS$LMT
$351M
81 positions
#15ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 4 shared positions
$AMN$SII$IAU$LMT
$730M
215 positions
#16Team Financial Group, LLCActive
Some overlap · 3 shared positions
$AMN$REGN$COP
$220M
273 positions
#17Certified Advisory CorpPassive
Some overlap · 4 shared positions
$REGN$AMN$COP$LMT
$1.1B
318 positions
#18Sound Stewardship, LLCActive
Some overlap · 3 shared positions
$GLTR$IAU$PWR
$218M
63 positions
#19COWA, LLCActive
Some overlap · 5 shared positions
$AMN$COP$IAU$PWR$PSX
$371M
158 positions
#20Widmann Financial Services, Inc.Passive
Some overlap · 4 shared positions
$AMN$MCD$MO$LMT
$168M
121 positions
#21Atlas Wealth Partners, LLCActive
Some overlap · 5 shared positions
$TPL$REGN$IAU$FNV$MO
$97M
65 positions
#22NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$AMN$TPL$REGN
$279M
185 positions
#23RW Investment Management LLCActive
Some overlap · 4 shared positions
$AMN$COP$PWR$LMT
$1.0B
113 positions
#24PROMETHIUM ADVISORS,LLCPassive
Some overlap · 5 shared positions
$TPL$HSY$MO$MCD$PWR
$193M
112 positions
#25Financial Plan, Inc.Active
Some overlap · 3 shared positions
$AMN$COP$MCD
$933M
94 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.