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Hedge Funds Similar to STEVENS PARTNERS

13F Portfolio OverlapQ1 2026STEVENS PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

STEVENS CAPITAL PARTNERS is an institutional investor managing $416M across 126 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 STEVENS PARTNERS are Red Tortoise, Silver Coast Investments, TRB Wealth ,, with shared positions in $MS, $SNOW, $UNIT, $DDOG, $KKR, $GMM. The full ranking of 25 similar funds is below.

#1Red Tortoise LLCPassive
Some overlap · 5 shared positions
$MS$SNOW$UNIT$DDOG$KKR
$240M
591 positions
#2Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$MS$SNOW$UNIT$DDOG
$313M
119 positions
#3TRB Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$SNOW$DDOG$GMM$KKR
$704M
285 positions
#4Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive
Some overlap · 5 shared positions
$MS$SNOW$UNIT$AMN$KKR
$3.5B
825 positions
#5Meridian Financial Partners LLCActive
Some overlap · 4 shared positions
$MS$SNOW$UNP$AMD
$263M
121 positions
#6SVRN Asset Management, LLCActive
Some overlap · 4 shared positions
$MS$UNIT$DDOG$TMO
$103M
37 positions
#7FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 5 shared positions
$MS$SNOW$UNIT$AMN$MAR
$1.5B
341 positions
#8Valley Financial Group, Inc.Active
Some overlap · 4 shared positions
$MS$SNOW$GMM$DDOG
$185M
63 positions
#9FC Advisory LLCActive
Some overlap · 4 shared positions
$MS$SNOW$DDOG$GMM
$342M
115 positions
#10Matisse CapitalPassive
Some overlap · 3 shared positions
$MS$SNOW$UNIT
$234M
164 positions
#11Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$DDOG
$1.2B
262 positions
#12LifeGoal Investments, LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$DDOG
$175M
112 positions
#13Alhambra Investment Partners LLCPassive
Some overlap · 3 shared positions
$MS$UNIT$DDOG
$217M
176 positions
#14Wolff Financial Management LLCActive
Some overlap · 6 shared positions
$MS$UNIT$GMM$DDOG$MAR$KKR
$453M
103 positions
#15TME FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$MS$UNIT$DDOG$SNOW$KKR
$144M
65 positions
#16Eagle Strategies LLCPassive
Some overlap · 5 shared positions
$MS$SNOW$UNIT$AMD$KKR
$837M
258 positions
#17Strategies Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$MS$UNIT$SNOW$AMD$MAR
$995M
193 positions
#18Bouvel Investment Partners, LLCPassive
Some overlap · 3 shared positions
$MS$SNOW$DDOG
$345M
78 positions
#19Cambridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$MS$UNIT$CTVA$GMM$AMN$KKR
$295M
168 positions
#20PENNEY FINANCIAL, LLCSmart money
Some overlap · 4 shared positions
$MS$SNOW$DDOG$KKR
$261M
48 positions
#21Clarion Wealth Managment Partners, LLCPassive
Some overlap · 3 shared positions
$TPR$SNOW$CTVA
$110M
84 positions
#22MidAtlantic Capital Management, Inc.Passive
Some overlap · 4 shared positions
$MS$SNOW$UNIT$KKR
$145M
84 positions
#23Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 4 shared positions
$MS$SNOW$CTVA$MAR
$257M
109 positions
#24Scott Capital Advisors, LLCActive
Some overlap · 5 shared positions
$MS$SNOW$DDOG$KKR$TMO
$493M
58 positions
#25Pearl Planning LLCActive
Some overlap · 4 shared positions
$MS$SNOW$UNIT$AMN
$187M
52 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.