13F Pro

Hedge Funds Similar to STAGE HARBOR FINANCIAL,

13F Portfolio OverlapQ1 2026STAGE HARBOR FINANCIAL, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

STAGE HARBOR FINANCIAL, LLC is an institutional investor managing $151M across 61 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 STAGE HARBOR FINANCIAL, are Midwestern Financial, /IA, Red Tortoise, Compass Advisory Group, with shared positions in $LEN, $DDOG, $UNIT, $MAR, $MS, $NKE. The full ranking of 25 similar funds is below.

#1Midwestern Financial, LLC /IAActive
Notable overlap · 4 shared positions
$LEN$DDOG$UNIT$MAR
$127M
54 positions
#2Red Tortoise LLCPassive
Notable overlap · 5 shared positions
$MS$LEN$DDOG$NKE$UNIT
$240M
591 positions
#3Compass Advisory Group LLCActive
Notable overlap · 4 shared positions
$LEN$DDOG$NKE$MAR
$374M
86 positions
#4ATX Financial Planning, LLCPassive
Notable overlap · 3 shared positions
$LEN$MS$MAR
$132M
81 positions
#5Joel Adams & Associates, Inc.Active
Notable overlap · 4 shared positions
$DDOG$MS$LEN$NU
$135M
64 positions
#6Long Island Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$LEN$NKE$DDOG$MAR
$216M
89 positions
#7K2 Financial Inc.Passive
Notable overlap · 3 shared positions
$DDOG$NKE$UNIT
$138M
59 positions
#8SVRN Asset Management, LLCActive
Notable overlap · 3 shared positions
$MS$DDOG$UNIT
$103M
37 positions
#9Beaird Harris Wealth Management, LLCActive
Notable overlap · 3 shared positions
$DDOG$NKE$UNIT
$1.5B
686 positions
#10ASPIRIANT, LLCActive
Notable overlap · 5 shared positions
$DDOG$UNIT$NKE$MAR$MS
$3.5B
338 positions
#11Winthrop Advisory Group LLCActive
Notable overlap · 3 shared positions
$LEN$DDOG$MS
$1.2B
195 positions
#12BAKER BOYER NATIONAL BANKSmart money
Notable overlap · 3 shared positions
$DDOG$NKE$BA
$333M
91 positions
#13Merited Wealth, LLCPassive
Notable overlap · 3 shared positions
$LEN$MS$UNIT
$121M
79 positions
#14Forum Financial Management, LPSmart money
Notable overlap · 3 shared positions
$DDOG$NKE$MAR
$7.1B
331 positions
#15Altiora Financial Group, LLCActive
Notable overlap · 3 shared positions
$DDOG$NKE$UNIT
$607M
110 positions
#16APS Management Group, Inc.Passive
Notable overlap · 4 shared positions
$MS$NKE$BA$MAR
$117M
72 positions
#17Presidio Capital Management, LLCActive
Some overlap · 3 shared positions
$MS$LEN$BA
$344M
79 positions
#18Physician Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$LEN$MS$MAR
$719M
2,057 positions
#19Mustard Seed Financial, LLCPassive
Some overlap · 4 shared positions
$DDOG$UNIT$NKE$MAR
$167M
92 positions
#20Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$MS$UNIT$DDOG$MAR
$453M
103 positions
#21Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$MS$UNIT$DDOG
$313M
119 positions
#22Resolute Advisors LLCActive
Some overlap · 3 shared positions
$LEN$UNIT$MAR
$242M
90 positions
#23Petersen Hastings Wealth Advisors Inc.Smart money
Some overlap · 3 shared positions
$DDOG$NKE$UNIT
$1.1B
81 positions
#24Passive Capital Management, LLC.Active
Some overlap · 4 shared positions
$DDOG$NKE$MAR$UNIT
$335M
104 positions
#25TME FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$MS$UNIT$DDOG
$144M
65 positions

Compare STAGE HARBOR FINANCIAL,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View STAGE HARBOR FINANCIAL,’s holdings

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.