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Hedge Funds Similar to STAR Financial Bank

13F Portfolio OverlapQ1 2026STAR Financial Bank portfolio →
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Most similar hedge funds by 13F overlap

STAR Financial Bank is an institutional investor managing $212M across 104 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 STAR Financial Bank are Henderson Brothers Financial Partners,, Madson Wealth Advisors, TIAA Wealth Investment, with shared positions in $SE, $MDY, $LMT, $WM, $WFC, $DHR. The full ranking of 25 similar funds is below.

#1Henderson Brothers Financial Partners, LLCActive
Notable overlap · 4 shared positions
$SE$MDY$LMT$WM
$395M
105 positions
#2Madson Wealth Advisors IncPassive
Notable overlap · 4 shared positions
$SE$WFC$DHR$HON
$120M
84 positions
#3TIAA Wealth Investment Management LLCActive
Notable overlap · 4 shared positions
$SE$ALPS$WFC$AMAT
$13.1B
563 positions
#4Shakespeare Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$WFC$HON
$422M
98 positions
#5Juno Financial Group LLCActive
Some overlap · 3 shared positions
$SE$DHR$LMT
$255M
70 positions
#6Morningstar Investment Management LLCPassive
Some overlap · 3 shared positions
$SE$LMT$HON
$1.6B
315 positions
#7Virginia Estate & Retirement Planning Advisors Inc.Active
Some overlap · 3 shared positions
$SE$AMAT$WFC
$57M
159 positions
#8Jordan Park Group LLCSmart money
Some overlap · 4 shared positions
$SE$MDY$AMAT$DHR
$1.9B
69 positions
#9Financial Advisory CorpSmart money
Some overlap · 3 shared positions
$SE$SSL$MCD
$720M
51 positions
#10Johnson Bixby & Associates, LLCActive
Some overlap · 4 shared positions
$SE$SSL$MCD$WM
$806M
127 positions
#11MCF Advisors LLCPassive
Some overlap · 4 shared positions
$SE$MDY$DHR$SSL
$2.3B
1,338 positions
#12Frontier Asset Management, LLCActive
Some overlap · 3 shared positions
$SE$MCD$WM
$477M
91 positions
#13ENCOMPASS WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$ABNB$SE$AMAT
$287M
100 positions
#14Omega Financial Group, LLCPassive
Some overlap · 3 shared positions
$SE$MDY$HON
$308M
101 positions
#15Kelly Financial Services LLCPassive
Some overlap · 3 shared positions
$SE$LMT$AMAT
$414M
128 positions
#16Bedminster, LLCActive
Some overlap · 4 shared positions
$SE$MDY$HON$AMAT
$107M
53 positions
#17Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$SE$API$DHR$LMT
$90M
65 positions
#18SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 3 shared positions
$SE$MCD$HON
$595M
212 positions
#19Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$SE$MDY$MCD$LMT$AMAT
$337M
109 positions
#20Westshore Wealth, LLCActive
Some overlap · 4 shared positions
$SE$WFC$MCD$AMAT
$285M
102 positions
#213EDGE Asset Management, LPSmart money
Some overlap · 3 shared positions
$SE$ABNB$MDY
$2.1B
91 positions
#22Roan Capital PartnersPassive
Some overlap · 3 shared positions
$SE$MDY$DHR
$108M
77 positions
#23Sunstone Asset Management, L.P.Passive
Some overlap · 3 shared positions
$ABNB$SE$AMAT
$85M
61 positions
#24Asempa Wealth AdvisorsPassive
Some overlap · 5 shared positions
$SE$API$DHR$MCD$LMT
$115M
115 positions
#25TrueNorth, Inc.Passive
Some overlap · 3 shared positions
$SE$DHR$AMAT
$1.0B
1,033 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.