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Hedge Funds Similar to Stephenson & Company,

13F Portfolio OverlapQ1 2026Stephenson & Company, portfolio →
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Most similar hedge funds by 13F overlap

Stephenson & Company, Inc. is an institutional investor managing $184M across 43 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 Stephenson & Company, are Moisand Fitzgerald Tamayo,, S Harris Financial Group,, Cranbrook Wealth ,, with shared positions in $SNOW, $MKL, $DE, $AXP, $NOW, $MS. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 4 shared positions
$SNOW$MKL$DE$AXP
$931M
518 positions
#2S Harris Financial Group, LLCActive
Some overlap · 4 shared positions
$SNOW$NOW$DE$MS
$110M
107 positions
#3Cranbrook Wealth Management, LLCActive
Some overlap · 4 shared positions
$SNOW$NOW$DE$IBM
$492M
385 positions
#4Clarity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$SNOW$NOW$DE$MS
$198M
290 positions
#5NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$SNOW$GBTC$AXP$IBM
$247M
71 positions
#6MATHER GROUP, LLC.Active
Some overlap · 3 shared positions
$SNOW$NOW$MKL
$10.0B
1,896 positions
#7Brewster Financial Planning LLCSmart money
Some overlap · 3 shared positions
$SNOW$NOW$MKL
$165M
26 positions
#8Planned Solutions, Inc.Active
Some overlap · 3 shared positions
$SNOW$ANET$IBM
$306M
139 positions
#9Williams Financial, LLCSmart money
Some overlap · 3 shared positions
$SNOW$MKL$IBM
$172M
25 positions
#10MBA Advisors LLCPassive
Some overlap · 3 shared positions
$SNOW$MKL$IBM
$260M
146 positions
#11Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$SNOW$MKL$IBM
$1.1B
121 positions
#12Schiavi & Co LLCSmart money
Some overlap · 3 shared positions
$SNOW$MKL$IBM
$337M
50 positions
#13Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$IBM
$227M
74 positions
#14Sage Financial Management Group, Inc.Active
Some overlap · 3 shared positions
$SNOW$MKL$IBM
$325M
57 positions
#15True Link Financial Advisors, LLCActive
Some overlap · 5 shared positions
$SNOW$MKL$IBM$MS$NOW
$1.6B
418 positions
#16TrustWell Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$MKL$DE
$106M
70 positions
#17Boyd Wealth Management, LLCActive
Some overlap · 3 shared positions
$SNOW$DE$IBM
$236M
48 positions
#18Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$SNOW$DE$MS
$313M
119 positions
#19American TrustActive
Some overlap · 3 shared positions
$SNOW$DE$MS
$1.1B
313 positions
#20Heritage Financial Services, LLC
Some overlap · 3 shared positions
$SNOW$AXP$IBM
$1.2B
126 positions
#21Francis Financial, Inc.Active
Some overlap · 3 shared positions
$SNOW$AXP$IBM
$539M
115 positions
#22DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Some overlap · 3 shared positions
$SNOW$MKL$IBM
$383M
77 positions
#23Powell Investment Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$IBM$MS
$290M
174 positions
#24Pearl Planning LLCActive
Some overlap · 3 shared positions
$SNOW$IBM$MS
$187M
52 positions
#25Financial Futures Ltd Liability Co.Active
Some overlap · 3 shared positions
$SNOW$NOW$IBM
$228M
72 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.