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Hedge Funds Similar to STEWARDSHIP CONCEPTS FINANCIAL SERVICES

13F Portfolio OverlapQ1 2026STEWARDSHIP CONCEPTS FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC is an institutional investor managing $149M across 70 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 STEWARDSHIP CONCEPTS FINANCIAL SERVICES are DAHRING {-} CUSMANO, CURIO WEALTH,, BANNERMAN WEALTH GROUP,, with shared positions in $IAU, $CRM, $BAH, $AMN, $IBM, $WT. The full ranking of 25 similar funds is below.

#1DAHRING {-} CUSMANO LLCActive
Notable overlap · 3 shared positions
$IAU$CRM$BAH
$163M
58 positions
#2CURIO WEALTH, LLCActive
Notable overlap · 3 shared positions
$IAU$AMN$IBM
$293M
1,255 positions
#3BANNERMAN WEALTH MANAGEMENT GROUP, LLCSmart money
Notable overlap · 3 shared positions
$IAU$AMN$WT
$148M
32 positions
#4Financial Harvest, LLCActive
Notable overlap · 3 shared positions
$IAU$IBM$WT
$170M
57 positions
#5Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 3 shared positions
$IAU$AMN$WT
$931M
518 positions
#6MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$WT$IBM
$1.3B
143 positions
#7Elwood & Goetz Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$IAU$WT$IBM
$589M
138 positions
#8ANDERSON HOAGLAND & COPassive
Notable overlap · 3 shared positions
$IAU$IBM$WT
$1.2B
136 positions
#9CERTIOR FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$BAH$CRM$AMN$IBM
$157M
130 positions
#10Clarity Asset Management, Inc.Passive
Notable overlap · 3 shared positions
$BAH$WT$PH
$198M
290 positions
#11Burk Holdings LLCPassive
Notable overlap · 4 shared positions
$IAU$AMN$WT$IBM
$233M
676 positions
#12OakTrust Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$BAH$AMN$CRM$WT$IBM
$110M
68 positions
#13Rubicon Advisors, GPPassive
Notable overlap · 4 shared positions
$BAH$AMN$WT$ROK
$115M
76 positions
#14Maltin Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$IAU$WT$PH
$262M
136 positions
#15Fearless Solutions, LLC dba Best InvestPassive
Notable overlap · 3 shared positions
$IAU$BAH$WT
$166M
127 positions
#16WealthCare Investment Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$CRM$WT$TECK
$360M
191 positions
#17Centennial Wealth Advisory LLCPassive
Some overlap · 5 shared positions
$BAH$AMN$IBM$WT$TECK
$413M
160 positions
#18FMB WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$IAU$AMN$ROK
$242M
73 positions
#19Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$PH$IBM
$135M
89 positions
#20Carson Advisory Inc.Passive
Some overlap · 3 shared positions
$BAH$CRM$IBM
$193M
188 positions
#21SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 3 shared positions
$CRM$BAH$IBM
$222M
135 positions
#22Citrine Capital LLCActive
Some overlap · 3 shared positions
$IAU$RY$IBM
$231M
58 positions
#23Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$CRM$PH$WT
$453M
137 positions
#24CAPE ANN SAVINGS BANKPassive
Some overlap · 3 shared positions
$IAU$IBM$WT
$199M
121 positions
#25MBA Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$IBM$WT
$260M
146 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.