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Hedge Funds Similar to Sterling Wealth Advisors

13F Portfolio OverlapQ1 2026Sterling Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Sterling Wealth Advisors Inc is an institutional investor managing $175M across 20 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 Sterling Wealth Advisors are Provenance Wealth Advisors,, Hubbell Strickland Wealth ,, Adirondack Advisors,, with shared positions in $MS, $HUM, $KKR. The full ranking of 25 similar funds is below.

#1Provenance Wealth Advisors, LLCSmart money
Notable overlap · 3 shared positions
$MS$HUM$KKR
$945M
412 positions
#2Hubbell Strickland Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$HUM$MS$KKR
$251M
83 positions
#3Adirondack Capital Advisors, LLCSmart money
Notable overlap · 3 shared positions
$MS$HUM$KKR
$156M
44 positions
#4360 Financial, Inc.Smart money
Notable overlap · 3 shared positions
$HUM$KKR$MS
$332M
80 positions
#5DAGCO, INC.Active
Notable overlap · 3 shared positions
$MS$HUM$KKR
$461M
353 positions
#6Noble Family Wealth, LLCActive
Notable overlap · 3 shared positions
$HUM$KKR$MS
$484M
76 positions
#7Joel Isaacson & Co., LLCActive
Notable overlap · 3 shared positions
$HUM$KKR$MS
$3.0B
455 positions
#8Carr Financial Group CorpActive
Notable overlap · 3 shared positions
$HUM$MS$KKR
$379M
174 positions
#9truNorth Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$MS$HUM$KKR
$97M
49 positions
#10Talisman Wealth Advisors LLCPassive
Notable overlap · 3 shared positions
$MS$HUM$KKR
$124M
101 positions
#11RIDGECREST WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$MS$HUM$KKR
$181M
96 positions
#12Ritter Daniher Financial Advisory LLC / DEActive
Notable overlap · 3 shared positions
$MS$KKR$HUM
$589M
590 positions
#13SWEENEY & MICHEL, LLCActive
Notable overlap · 3 shared positions
$MS$KKR$HUM
$340M
145 positions
#14KOM Wealth Management Group, LLCActive
Notable overlap · 3 shared positions
$MS$HUM$KKR
$147M
89 positions
#15Wolff Financial Management LLCActive
Notable overlap · 3 shared positions
$MS$KKR$HUM
$453M
103 positions
#16Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$HUM$MS$KKR
$98M
68 positions
#17Scott Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$KKR$HUM
$493M
58 positions
#18Crews Bank & TrustActive
Notable overlap · 3 shared positions
$HUM$MS$KKR
$690M
673 positions
#19Rooted Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$MS$HUM$KKR
$379M
144 positions
#20Accretive Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$HUM$MS$KKR
$356M
180 positions
#21Accel Wealth ManagementPassive
Notable overlap · 3 shared positions
$MS$KKR$HUM
$383M
290 positions
#22Meridian Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$HUM$KKR
$183M
141 positions
#23FLAGSTAR ADVISORS INC.Passive
Some overlap · 3 shared positions
$MS$HUM$KKR
$276M
174 positions
#24Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$HUM$KKR$MS
$109M
1,311 positions
#25Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MS$KKR$HUM
$1.1B
127 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.