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Hedge Funds Similar to STEWARDSHIP CONCEPTS FINANCIAL SERVICES

13F Portfolio OverlapQ3 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 $153M across 70 U.S. equity positions as of Q3 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 Midwest Advisors, Sage Investment Advisers, Cushing Partners, with shared positions in $IAU, $WM, $RY, $PH, $PSX, $ROK. The full ranking of 18 similar funds is below.

#1Midwest Capital Advisors, LLCActive
Substantial overlap · 3 shared positions
$IAU$WM$RY
$246M
210 positions
#2Sage Investment Advisers LLCPassive
Notable overlap · 3 shared positions
$IAU$PH$WM
$154M
96 positions
#3Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$IAU$PSX$PH
$163M
113 positions
#4ADKINS SEALE CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$WM$PSX
$112M
236 positions
#5MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 3 shared positions
$PH$PSX$WM
$343M
85 positions
#6Counterweight Ventures, LLCPassive
Some overlap · 3 shared positions
$RY$PSX$WM
$201M
81 positions
#7Old Port AdvisorsPassive
Some overlap · 3 shared positions
$IAU$RY$WM
$500M
271 positions
#8Exeter Financial, LLCPassive
Some overlap · 3 shared positions
$RY$WM$PSX
$265M
100 positions
#9BROWN BROTHERS HARRIMAN & COActive
Some overlap · 3 shared positions
$WM$ROK$PH
$22.8B
1,818 positions
#10Fiduciary Wealth Partners, LLCSmart money
Some overlap · 3 shared positions
$WM$RY$ROK
$182M
69 positions
#11Covea FinanceActive
Some overlap · 3 shared positions
$WM$ROK$PH
$3.1B
166 positions
#12WHITENER CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$ROK$RY$IAU
$501M
187 positions
#13Fullerton Fund Management Co Ltd.Active
Slight overlap · 3 shared positions
$PH$IAU$RY
$1.6B
119 positions
#14BEACON FINANCIAL GROUPPassive
Slight overlap · 3 shared positions
$WM$PSX$IAU
$1.1B
385 positions
#15Urban Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$IAU$RY$PH
$112M
108 positions
#16Keystone Wealth Services, LLCPassive
Slight overlap · 3 shared positions
$PSX$PH$IAU
$539M
327 positions
#17Sequoia Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$PH$WM$ROK
$20.1B
2,163 positions
#18Petersen Hastings Wealth Advisors Inc.Smart money
Slight overlap · 3 shared positions
$IAU$ROK$PSX
$1.2B
87 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.