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Hedge Funds Similar to Good Steward Wealth Advisors,

13F Portfolio OverlapQ1 2026Good Steward Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Good Steward Wealth Advisors,LLC is an institutional investor managing $156M across 68 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 Good Steward Wealth Advisors, are Seed Wealth ,, Blue Water Asset, LeClair Wealth Partners, with shared positions in $OKE, $BRZE, $DE, $SLV, $ETN, $GE. The full ranking of 25 similar funds is below.

#1Seed Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$OKE$BRZE$DE
$145M
98 positions
#2Blue Water Asset ManagementActive
Notable overlap · 3 shared positions
$OKE$SLV$ETN
$289M
103 positions
#3LeClair Wealth Partners LLCPassive
Notable overlap · 3 shared positions
$OKE$SLV$ETN
$289M
103 positions
#4Sprinkle Financial Consultants LLCPassive
Notable overlap · 4 shared positions
$OKE$GE$WMB$SLV
$217M
99 positions
#5Bulwark Capital CorpActive
Notable overlap · 3 shared positions
$OKE$COP$GE
$162M
100 positions
#6IRONWOOD WEALTH MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$OKE$AXP$COP$DUK
$223M
31 positions
#7Vickerman Investment Advisors, Inc.Active
Notable overlap · 3 shared positions
$OKE$UNP$GE
$476M
94 positions
#8Good Harbor Advisors, Inc.Passive
Notable overlap · 8 shared positions
$BRZE$COP$NEE$UNP$SO$PFE
$92M
82 positions
#9Shelter Mutual Insurance CoPassive
Notable overlap · 8 shared positions
$BRZE$UNP$NEE$DE$ITW$AXP
$450M
58 positions
#10Clark Wealth PartnersActive
Notable overlap · 3 shared positions
$OKE$COP$ETN
$149M
604 positions
#11Beacon Financial Strategies CORPActive
Notable overlap · 4 shared positions
$BRZE$COP$PFE$DUK
$176M
177 positions
#12FIDUCIARY ADVISORS, INC.Active
Notable overlap · 5 shared positions
$BRZE$COP$AEP$PFE$DE
$133M
121 positions
#13McCarthy Asset Management, Inc.
Notable overlap · 3 shared positions
$BRZE$COP$SLV
$192M
27 positions
#14Efficient Advisors, LLCActive
Notable overlap · 3 shared positions
$BRZE$COP$NEE
$1.4B
58 positions
#15Peak Planning Group, LLCActive
Notable overlap · 3 shared positions
$OKE$MPC$ETN
$361M
120 positions
#16Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$BRZE$COP$ETN$NEE
$149M
70 positions
#17Cherokee Insurance CoPassive
Notable overlap · 7 shared positions
$OKE$COP$UNP$VLO$MPC$AEP
$263M
121 positions
#18Clearwave Capital, LLCPassive
Notable overlap · 3 shared positions
$OKE$DE$GE
$146M
146 positions
#19MBM WEALTH CONSULTANTS, LLCPassive
Notable overlap · 3 shared positions
$OKE$VLO$BMY
$436M
387 positions
#20Curran Financial Partners, LLCActive
Notable overlap · 4 shared positions
$BRZE$OKE$SLV$GE
$559M
127 positions
#21SAM Advisors, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$OKE$COP
$319M
47 positions
#22New Covenant Trust Company, N.A.Active
Notable overlap · 6 shared positions
$BRZE$NEE$DE$UNP$COP$GE
$112M
96 positions
#23COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 4 shared positions
$BRZE$NEE$GE$BMY
$97M
56 positions
#24Meriwether Wealth & Planning, LLCActive
Some overlap · 3 shared positions
$BRZE$COP$DE
$183M
126 positions
#25Applied Capital LLCActive
Some overlap · 3 shared positions
$BRZE$NEE$OKE
$268M
50 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.