How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Stephens Consulting,

13F Portfolio OverlapQ4 2025Stephens Consulting, portfolio →

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Most similar hedge funds by 13F overlap

Stephens Consulting, LLC is an institutional investor managing $309M across 476 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Stephens Consulting, are Wheelhouse Advisory Group, Ballast Financial Advisors, Fonville Wealth, with shared positions in $AMN, $HUM, $BA, $KKR, $MO, $COP. The full ranking of 25 similar funds is below.

#1Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$AMN $HUM $BA $KKR $MO

$302M

51 positions

#2Ballast Financial Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $HUM $KKR $COP

$98M

68 positions

#3Fonville Wealth Management LLCPassive

Notable overlap · 3 shared positions

$AMN $HUM $KKR

$525M

138 positions

#4Trace Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $HUM $MO

$133M

66 positions

#5Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$AMN $HUM $KKR

$126M

74 positions

#6LIBRA WEALTH LLCSmart money

Notable overlap · 4 shared positions

$AMN $HOOD $KKR $HUM

$355M

66 positions

#7FINANCIAL MANAGEMENT NETWORK INCPassive

Notable overlap · 4 shared positions

$AMN $HUM $KKR $COP

$653M

191 positions

#8Objectivity Squared, LLCActive

Notable overlap · 4 shared positions

$AMN $BA $DELL $COP

$159M

55 positions

#9Beta Wealth Group, Inc.Passive

Notable overlap · 3 shared positions

$AMN $HUM $GILD

$242M

112 positions

#10CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 3 shared positions

$AMN $BA $COP

$334M

70 positions

#11COLLECTIVE FAMILY OFFICE LLCPassive

Notable overlap · 3 shared positions

$AMN $HUM $KKR

$489M

161 positions

#12Pine Harbor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $HUM $SYK

$334M

102 positions

#13RW Investment Management LLCActive

Notable overlap · 5 shared positions

$AMN $COP $KKR $BA $AMGN

$1.0B

113 positions

#14Flagstone Financial ManagementSmart money

Notable overlap · 3 shared positions

$AMN $HUM $GILD

$403M

71 positions

#15Highland Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $MO

$379M

67 positions

#16HMV Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $SYK

$213M

81 positions

#17Unison Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $KKR $COP

$1.3B

175 positions

#18Invariant Investment ManagementActive

Notable overlap · 3 shared positions

$AMN $MO $COP

$162M

70 positions

#19ENZI WEALTHActive

Notable overlap · 3 shared positions

$AMN $MO $DELL

$288M

71 positions

#20Creative Capital Management Investments LLCActive

Notable overlap · 3 shared positions

$AMN $AMGN $GILD

$348M

324 positions

#21Henrickson Nauta Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $SYK $GILD

$356M

106 positions

#22COWA, LLCActive

Notable overlap · 3 shared positions

$AMN $AMGN $COP

$371M

158 positions

#23Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $HUM $KKR

$2.2B

79 positions

#24BetterWealth, LLCSmart money

Notable overlap · 3 shared positions

$AMN $HUM $AMGN

$510M

85 positions

#25Morton Brown Family Wealth, LLCActive

Notable overlap · 3 shared positions

$AMN $COP $AMGN

$378M

292 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.