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Hedge Funds Similar to Stenger Family Office

13F Portfolio OverlapQ2 2026Stenger Family Office portfolio →
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Most similar hedge funds by 13F overlap

Stenger Family Office, LLC is an institutional investor managing $629M across 132 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Stenger Family Office are Cunning Partners, Vertrix Wealth, Rydar Equities, with shared positions in $MS, $AXP, $CRWD, $URI, $PGR, $HONA. The full ranking of 25 similar funds is below.

#1Cunning Capital Partners, LPActive
Some overlap · 5 shared positions
$MS$AXP$CRWD$URI$PGR
$248M
55 positions
#2Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$CRWD$AXP$HONA
$297M
103 positions
#3Rydar Equities, Inc.Passive
Some overlap · 3 shared positions
$MS$CRWD$AXP
$178M
107 positions
#4Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$MS$CRWD$HONA$AXP
$358M
74 positions
#5Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 3 shared positions
$MS$CRWD$AXP
$703M
160 positions
#6JACOBS & CO/CAPassive
Some overlap · 4 shared positions
$CRWD$AXP$HONA$SCHW
$1.2B
134 positions
#7Orange Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$AXP$MS$URI$SCHW
$823M
143 positions
#8Maple Capital Management, Inc.Active
Some overlap · 3 shared positions
$MS$AXP$HONA
$1.7B
130 positions
#9BAXTER BROS INCPassive
Some overlap · 3 shared positions
$MS$AXP$SCHW
$864M
172 positions
#10Coign Capital Advisors LLCActive
Some overlap · 3 shared positions
$MS$AXP$SCHW
$222M
88 positions
#11WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$CRWD$HONA$URI$HOOD
$276M
75 positions
#12Artisan Partners Limited PartnershipActive
Some overlap · 4 shared positions
$AXP$PGR$SCHW$HSIC
$63.1B
341 positions
#13HOWE & RUSLING INCPassive
Some overlap · 3 shared positions
$MS$CRWD$HONA
$1.7B
479 positions
#14Paladin Wealth, LLCPassive
Some overlap · 3 shared positions
$MS$CRWD$URI
$172M
134 positions
#15BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$AXP$PGR$URI$PLD
$171M
116 positions
#16Strategic Wealth Partners, Ltd.Passive
Some overlap · 4 shared positions
$AXP$PGR$URI$PLD
$1.6B
1,462 positions
#17SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$AXP$PGR$URI$PLD
$145M
43 positions
#18Nordwand Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$AXP$URI
$652M
146 positions
#19PeakShares LLCActive
Some overlap · 3 shared positions
$CRWD$AXP$PGR
$134.4B
122 positions
#20Mattson Financial Services, LLCPassive
Some overlap · 3 shared positions
$MS$CRWD$URI
$478M
235 positions
#21BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 3 shared positions
$CRWD$AXP$HONA
$371M
394 positions
#22Xcel Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$CRWD$SCHW
$419M
140 positions
#23Crumly & Associates Inc.Passive
Some overlap · 4 shared positions
$CRWD$SCHW$AXP$PLD
$522M
196 positions
#24Longview Financial Advisors LLCActive
Some overlap · 3 shared positions
$MS$SCHW$CRWD
$202M
150 positions
#25Arcataur Capital Management LLCSmart money
Some overlap · 4 shared positions
$MS$URI$SCHW$AXP
$403M
105 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.